【Succession Planning and Debt Shielding Trust for SME Owners】
News Succession Planning and Debt Shielding Trust for SME Owners Mr. Wang, a manufacturing business owner with an annual company revenue of RMB 120 million, has a personal net worth of RMB 32 million.(Holdings include an industrial park shop worth RMB 15 million, RMB 10 million in bank deposits, and RMB 7 million in A-shares.) […]
【Cross-Border Tax Optimization and Asset Inheritance Trusts for High-Net-Worth Individuals】
News Cross-Border Tax Optimization and Asset Inheritance Trusts for High-Net-Worth Individuals Ms. Zheng, a founder in cross-border trade, holds a Chinese passport and permanent residency in the UK, with a personal net worth of RMB 350 million.(Holdings include RMB 200 million in equity of a domestic trading company, a London apartment worth RMB 100 million, […]
【Fully Anonymous Asset Disposal Trust for Ultra High Net Worth Individual】
News Fully Anonymous Asset Disposal Trust for Ultra High Net Worth Individual Ms. Lin holds personal assets exceeding RMB 500 million. After her divorce, she had a non-marital child (currently 3 years old). She faces three core challenges:First, inheritance procedures in China require full disclosure of asset details, risking media exposure.Second, due to the sensitive […]
【Cross-border Business Owner Debt Isolation via Trust】
News Cross-border Business Owner Debt Isolation via Trust Due to fluctuations in overseas orders, Mr. Chen’s company now has a debt-to-asset ratio of 75%. Under his personal name, he owns real estate in Shenzhen worth RMB 30 million, HK stocks valued at RMB 20 million, and bank deposits of RMB 10 million. His son has […]
【Educational and Career Guidance Trust】
News Educational and Career Guidance Trust Mr. Zhao’s son has just graduated from university. He tends to be lazy, lacks clear career planning, and comes from a family with RMB 6 million in financial assets. Mr. Zhao hopes to use financial incentives to encourage his son to focus on academics and build professional skills, avoiding […]
【Family Trust for Managing Overseas Relatives’ Financial Needs】
News Family Trust for Managing Overseas Relatives’ Financial Needs Ms. Li is the owner of a private enterprise. Her daughter is married with children and has settled in Canada. Every year, Ms. Li needs to pay USD 30,000 for her grandson’s education. She holds RMB 8 million in financial assets in China and faces the […]
【Midlife Family Elderly Care Protection Trust】
News Midlife Family Elderly Care Protection Trust Ms. Liu, a corporate manager at a foreign enterprise, lives with her husband.They support both sets of elderly parents and have one child.Their family assets include a private residence (valued at RMB 7 million)and RMB 5 million in financial assets.They are concerned that as their parents age,medical and […]
【Asset Protection Function — Debt Isolation Trust for Business Owners’ Families】
News Asset Protection Function — Debt Isolation Trust for Business Owners’ Families Mr. Wu operates a small garment factory.His family assets include a factory building (valued at RMB 8 million, pledged for business loans),a private residence (valued at RMB 6 million), and RMB 4 million in financial assets.Recently, due to a decline in orders, his […]
【Education Reserve Trust: An “Education Safe Box” for Everyday Families】
News Education Reserve Trust: An “Education Safe Box” for Everyday Families Mr. and Mrs. Yang, both IT engineers, have a son. They own a self-occupied residence valued at RMB 5 million and hold financial assets worth RMB 2 million. With their busy work schedules, the couple worries that loose control over daily spending may compromise […]
【Education and Marriage Protection Trust for Middle-Class Families: A Steady Financial “Firewall” for Ordinary Lives】
News Education and Marriage Protection Trust for Middle-Class Families: A Steady Financial “Firewall” for Ordinary Lives Mr. Li, a department manager at an internet company, and his wife, a high school teacher, have a daughter currently in her second year of high school. Their family assets include a self-owned residence valued at RMB 6 million, […]
