Case Study : Minimizing Inheritance Disputes – Building a Harmonious Family
Case Study Minimizing Inheritance Disputes – Building a Harmonious Family Introduction: In this case, we explore the concerns of Mr. Meng, a 60-year-old entrepreneur who has enjoyed success in his career and family life. However, having been through two marriages and having children from each, he is growing increasingly concerned about potential inheritance disputes after […]
Ensuring a Dignified Retirement for a Father After Immigrating
Case Study Ensuring a Dignified Retirement for a Father After Immigrating Introduction: This case examines the concerns of Ms. An, a 53-year-old woman, regarding her father’s well-being and financial security after her family’s decision to immigrate to the United States. It emphasizes the importance of comprehensive planning and introduces the concept of a […]
Safeguarding Assets through Asset Custody
Case Study Safeguarding Assets through Asset Custody Introduction: This case explores the intricacies of asset custody, a situation where assets are held by a third party, and the potential risks it can pose. It highlights the importance of proper planning and introduces the concept of a family trust as a solution to mitigate […]
Case Study 3: Family Asset Protection Plan
Case Study Family Asset Protection Plan Introduction: Mr. Li, a 75-year-old retired entrepreneur, hails from an affluent family with multiple businesses and substantial assets. With numerous family members and high asset valuations, Mr. Li faces an increasing number of risks and challenges. In recent years, his health has been deteriorating, leading him to […]
Case Study 2: Trusts Empowering Wealth Succession
Case Study Trusts Empowering Wealth Succession Introduction: In this case, we delve into the concerns of Ms. Tang, a 60-year-old entrepreneur who is contemplating the issue of wealth succession. She is torn between using a will or a family trust and has sought advice from numerous professionals. Key Differences between Wills and […]
Case Study 1: Generational Inheritance – A Prosperous Family with Many Descendants
Case Study Generational Inheritance – A Prosperous Family with Many Descendants Introduction: In this case, we examine the situation of Mr. Jiang, a 70-year-old retired entrepreneur. Mr. Jiang is now in the twilight of his life, and his greatest hope is to see his family prosper with many descendants. While many of his […]
Curated Article: In Case of Unfortunate Passing, Can the Son Cope with Potential Issues?
Mr. Chen and his wife have a son, forming a loving and happy family of three.Their son has just started kindergarten, and the couple dotes on him deeply. To prepare for their child’s future, they invest monthly in a bank financial product as a “growth fund” for their son. They also designated their son as […]
[Featured Article] Family Trusts: Carrying Forward the Family Spirit
Ms. Wang, who has worked hard in Hong Kong for many years, owns a property and several million in assets that she wishes to pass on to her son. Initially, she considered passing on her assets through a notarized will but worried her son might become complacent and squander the wealth. After extensive consultation, she […]
