【Wealth Planning Trusts for Blended Families: A Balancer of Love and Responsibility】
News Wealth Planning Trusts for Blended Families: A Balancer of Love and Responsibility Mr. Chan has a son from his previous marriage (now an adult) and a 15-year-old daughter with his current wife.He operates a small trading company and has accumulated a certain level of wealth, primarily in the form of company shares and some […]
【Pension Planning Trusts for SME Owners: A Retirement Safety Reservoir】
News Pension Planning Trusts for SME Owners: A Retirement Safety Reservoir Mr. Qian runs a small, family-owned manufacturing business. Most of his assets are tied up in the company’s operations — including the factory premises, equipment, and accounts receivable. While the business is moderately profitable, cash flow remains unstable, and Mr. Qian has not made […]
【Asset Protection Trust: A “Shield” for Family Wealth During Corporate Crises】
News Asset Protection Trust: A “Shield” for Family Wealth During Corporate Crises Mr. Lin is the head of a construction engineering company with considerable influence in the industry.However, the construction sector is highly competitive, with long capital turnover cycles and multiple risks such as material price fluctuations and policy shifts. Mr. Lin understands that running […]
【 Special Needs Protection Trust】
News Special Needs Protection Trust Mr. Liu, aged 40, became physically disabled due to an accident.He lost his ability to work and has since been relying on his parents’ care and government subsidies for his livelihood.As his parents age, he grows increasingly worried about having no one to care for him after their passing, leaving […]
【Prenuptial Asset Protection Trust: Safeguarding Both Marriage and Wealth】
News Prenuptial Asset Protection Trust: Safeguarding Both Marriage and Wealth Ms. Jiang, 40 years old, had been working for many years before getting married.She had accumulated a certain amount of wealth, including RMB 300,000 in savings, a car worth RMB 200,000, and a property she purchased before marriage (valued at RMB 1,000,000).Although she had a […]
【High-End Medical Trust: A Thoughtful Guardian of Health】
News High-End Medical Trust: A Thoughtful Guardian of Health Ms. Liu is a senior corporate executive whose long-term, high-intensity work schedule has put her health at considerable risk. At the same time, her elderly parents suffer from multiple chronic conditions and have significant medical needs.Although Ms. Liu has solid financial resources, standard health insurance cannot […]
【Ordinary Family Child Education Trust: Using Planning to Safeguard a Child’s Future】
News Ordinary Family Child Education Trust: Using Planning to Safeguard a Child’s Future Mr. and Mrs. Chen are a dual-income couple living in the city. Their combined monthly income is about 15,000 yuan. After paying the mortgage and daily expenses, they manage to save a small amount. The couple has a 5-year-old daughter and places […]
【Entrepreneurial Support Trust for Children: A Catalyst for Igniting Their Start-up Dreams】
News Entrepreneurial Support Trust for Children: A Catalyst for Igniting Their Start-up Dreams Mr. Chien, a successful entrepreneur, has a son who is passionate about emerging technologies and plans to start his own business. However, Mr. Chien is well aware of the high risks involved in entrepreneurship and is concerned that providing direct financial support […]
【Family Business Shareholding Succession Trust: The Stabilizing Anchor in Business Legacy Succession】
News Family Business Shareholding Succession Trust: The Stabilizing Anchor in Business Legacy Succession Mr. Cheung runs a long-established manufacturing business that has been developed over three generations and holds a significant position in the industry.As the second-generation patriarch, Chairman Cheung, grows older, the succession of shareholding in the family business has become an urgent issue.With […]
【Cross-Border Asset Allocation Trust: Global Strategy, Risk Diversification】
News Cross-Border Asset Allocation Trust: Global Strategy, Risk Diversification Ms. Zhou is an entrepreneur engaged in international trade, frequently interacting with overseas markets.She has a certain understanding of the global economic landscape and investment opportunities.She realized that investing in a single market poses higher risks, and hoped to achieve a diversified layout of family wealth […]
