【Family Business Incentive Trust】

News Family Business Incentive Trust Mr. Qian owns a food processing enterprise, classified as a family business.With numerous family members involved at varying levels within the company, its growth has brought the second generation to the forefront as key contributors.However, internal differences have emerged concerning business management, decision-making, and profit distribution.Recognizing the need for a […]

【Family Trusts Supporting Property Value Preservation and Manageme】

News Family Trusts Supporting Property Value Preservation and Manageme Mr. Sun: A Seasoned Real Estate Investor Mr. Sun is a seasoned real estate investor who has accumulated a substantial portfolio of residential and commercial properties over many years. However, as the real estate market evolves and with limited personal energy, he has found it increasingly […]

【Overseas Asset Allocation and Immigration Trust】

News Overseas Asset Allocation and Immigration Trust Mr. Zhao, a successful domestic entrepreneur in international trade, has accumulated substantial wealth over the years, including extensive domestic real estate, corporate equity, and overseas investments in financial assets and commercial properties. As domestic market competition intensifies and the international economic landscape shifts, he plans to immigrate to […]

【Corporate Equity Succession Trust】

News Corporate Equity Succession Trust Mr. Huang’s corporate equity constitutes the core of his wealth. As he ages, his children have varying degrees of involvement in the business, but their individual capabilities and development paths differ. He worries that directly allocating equity to his children could lead to fragmented control, operational instability, or even the […]

【Family Wealth Tax Optimization Trust】

News Family Wealth Tax Optimization Trust Mr. Fang: A Case of Tax Optimization and Wealth Succession through a Family Trust Mr. Fang is a successful entrepreneur with diverse investments and significant accumulated wealth. His portfolio spans real estate, corporate equity, extensive financial assets (including stocks, funds, and bonds), and high-value collectibles. However, as his wealth […]

【Retirement Protection Trust】

News Retirement Protection Trust Ms. Yang’s Retirement Protection Trust Before retirement, Ms. Yang was a senior corporate executive with a stable and substantial pension and savings. She also owns several properties and a portfolio of financial investments. Her children, although filial, work in other cities and lead busy lives, making it difficult for them to […]

【Minor’s Wealth Protection and Guardian Risk Prevention Trust】

News Minor’s Wealth Protection and Guardian Risk Prevention Trust Mr. Sun, a corporate white-collar professional, had a flourishing career and amassed substantial wealth, including company shares, multiple properties, extensive financial investments, and valuable collectibles. However, tragedy struck unexpectedly during a trip, where Mr. Sun and his wife unfortunately passed away, leaving behind their 8-year-old son, […]

【Prenuptial Asset Protection with the Shield of a Family Trust】

Selected articles Prenuptial Asset Protection with the Shield of a Family Trust Mr. Peng, who owns a rapidly growing new media company, is about to get married. He wishes to ensure that his prenuptial assets are properly protected while also avoiding any potential conflicts with his fiancée over financial matters. To achieve this, he decided […]

【A Model of Stable Succession and Wise Distribution.】

News Featured Article: Asset Allocation and Wealth Optimization Trust Mr. Wong is an entrepreneur who has worked tirelessly for decades. His business has flourished, gaining significant influence within its industry. In addition to corporate shares, he has accumulated extensive real estate holdings, financial assets (including stocks, funds, and bonds), and a collection of valuable artifacts. […]

【Asset Allocation and Wealth Optimization Trusts】

News Asset Allocation and Wealth Optimization Trusts Mr. Fung’s Use of a Family Trust for Wealth Preservation and Succession Mr. Fung is an entrepreneur with an extensive range of businesses. Over the years, he has amassed considerable assets domestically and internationally, owns several manufacturing plants, maintains a stable supply chain network, and invests in various […]