NEWS
【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 […]
【Multigenerational Wealth Transfer and Family Education Trust】
News Multigenerational Wealth Transfer and Family Education Trust Mr. Tang is a successful entrepreneur who has accumulated significant wealth throughout his life. His children are all thriving in their respective fields but have limited interest in the family business. Mr. Tang has three grandchildren, aged 10 to 16, whom he deeply loves. He hopes to […]
【International Asset Allocation and Tax Optimization Trusts】
News International Asset Allocation and Tax Optimization Trusts Mr. Xu is a wealthy businessman with extensive operations in the field of international trade. He holds assets across multiple countries and regions, including overseas real estate, equity in multinational corporations, and significant financial assets such as stocks and bonds. While these assets bring him substantial wealth, […]
【Family Business and Wealth Succession Trust】
Featured Article Family Business and Wealth Succession Trust Mr. Jiang is the head of a large construction company, holding 75% of the company’s shares, with the remaining 25% held by a core team of senior executives through an employee incentive plan. Mr. Jiang has two sons and two daughters, all of whom are married. His […]
【Asset Protection and Risk Prevention】
Selected articles Asset Protection and Risk Prevention Mr. Zhao is a senior executive who has accumulated substantial assets over the course of his career. However, with increasing uncertainty in the economic environment, he began to worry about the various risks his assets might face. To effectively mitigate these risks, Mr. Zhao decided to establish a […]
【Business Legacy, Innovation Power】
Selected Articles Prenuptial Asset Protection, Family Trust Safeguard Mr. Ji is a chain business owner with multiple successful enterprises, having accumulated extensive experience and wealth in the business field. He has always been committed to driving innovation within his companies and hopes that his business empire can smoothly pass on to the next generation. As […]
【Grow old gracefully and enjoy the rest of your life】
Selected articles Grow old gracefully and enjoy the rest of your life Mr. Xu is a retired entrepreneur. After decades of ups and downs in the business world, he finally ushered in his retirement life. He knows that retirement does not mean the end of life, but the beginning of another wonderful life. In order […]
【Exquisite inheritance planning for elite families】
Selected articles Exquisite inheritance planning for elite families Jeter is a scientist who has been working in the field of science and technology for many years. He is also a father who loves his family. At the age of 60, he began to think seriously about how to pass on his lifelong wisdom and accumulated […]
【Insurance trust becomes an emotional bond between families】
Selected articles Insurance trust becomes an emotional bond between families Ms. Zhao has a huge corporate empire A strong woman with a happy family in the golden period of life She also began to think deeply about her family And the future development and guarantee of the enterprise Facing the uncertainty of life She decided […]
【Offshore trusts: strategic application of global asset protection and financial planning】
News Offshore Trusts: Strategic Applications for Global Asset Protection and Financial Planning Ms. Li is an entrepreneur with a diversified asset portfolio and businesses across Asia, Europe, and North America. As global markets continue to change and the tax environment becomes increasingly complex She began to seek a way to effectively protect her personal assets. […]
【Isolation of assets before marriage, smart planning to protect love and wealth】
News Isolation of assets before marriage, smart planning to protect love and wealth Mr. Chen is an entrepreneur who is about to get married and has a successful career.While preparing for the wedding, he also began to seriously consider how to protect his pre-marital property.Avoid financial risks associated with possible future marital changesAfter careful consideration, […]
【Insurance trusts, a smart choice for corporate fund relief and asset isolation】
News Insurance trusts, a smart choice for corporate fund relief and asset isolation Ms. Yu is an enterprising entrepreneurHer company encountered a financial bottleneck when it entered a stage of rapid expansion.She showed extraordinary wisdom and foresight in facing this challenge proactivelyTherefore, we decided to set up an insurance trustAddressing funding shortages in an innovative […]
【Global layout, new strategy for wealth inheritance】
News Global layout, new strategy for wealth inheritance Ms. Lu is a well-known elite in the financial technology industryIts investment territory spans many economic centers in Europe, America and AsiaFaced with an increasingly complex global economic environmentShe has a deep understanding of the wealth allocation in the single marketIt has been difficult to meet their […]
【Insurance Trusts Protect Family and Business Succession】
News Insurance Trusts Protect Family and Business Succession Mr. Yu is a successful entrepreneur who runs a medium-sized manufacturing companyHe began to think deeply about the future of the company and the sustainable inheritance of family wealth.Worried that if something unexpected happens to you, the company’s management rights may be thrown into chaosAt the same […]
【Cross-border planning, wealth inheritance from a global perspective】
News Cross-border planning, wealth inheritance from a global perspective Mr. Zhao is a successful entrepreneur with business operations in Asia, Europe and North AmericaWith the in-depth development of the trend of globalizationHe gradually realized that his wealth management and inheritance needed to transcend national boundaries.Adopt a more comprehensive and forward-looking strategySo he decided to set […]
【The practicality and flexibility of insurance trusts in marital wealth planning】
News The practicality and flexibility of insurance trusts in marital wealth planning Ms. Zhao is a wealthy widowFacing a new chapter in life, not only longing to find the destination of love againMore thoughtful about protecting themselves and their children’s futureBe fully aware of the financial risks that remarriage may bringShe decided to adopt a […]
【Smart layout, worry-free cross-border life】
News Smart layout, worry-free cross-border life Ms. Feng is a successful entrepreneur. As the trend of globalization intensifies,She began to consider planning a broader international development path for herself and her family.Facing complex immigration policies and financial arrangementsMs. Feng decided to use trust, a high-end financial toolAchieve flexible asset allocation and worry-free planning of cross-border […]
【Technology Heritage Trust and Environmental Protection Innovation Fund: A new exploration of cross-border integration of family trusts】
News Technology Heritage Trust and Environmental Protection Innovation Fund: A new exploration of cross-border integration of family trusts Mr. Huang is an artificial intelligence engineerThe technology companies he founded have flourished under his leadershipHowever, as he grew older, Mr. Huang began to considerHow to combine scientific and technological heritage with environmental protection conceptsLeave a greener, […]
【Smart Planning, Optimizing Tax Burden】
News Smart Planning, Optimizing Tax Burden Mr. Yang is a successful entrepreneur. With the continuous expansion of his business and the increasing accumulation of wealth,He began to realize the importance of tax planning for wealth preservation and appreciation.In order to reduce his tax burden legally and reasonably, he decided to use trust financial instrumentsAchieve steady […]
【Global Wealth Protection: The Smart Choice of Offshore Trusts】
News Global Wealth Protection: The Smart Choice of Offshore Trusts Mr. Fang is an entrepreneur with a high reputation in the international business communityIts business territory spans multiple continents and has accumulated huge multinational assets.Facing the increasingly complex international economic environment, tax challenges and family inheritance issuesHe decided to adopt a forward-looking approach to wealth […]
【Building a Fortress of Wealth for Sustainable Family and Business Growth】
News Building a Fortress of Wealth for Sustainable Family and Business Growth After years of effort, Ms. Lee has successfully built her business empire. She not only owns subsidiaries at home and abroad but is also engaged in real estate, art collections, and various other fields. As her career continued to grow, she began to […]
【Trust helps personal wealth asset allocation】
News Trust helps personal wealth and asset allocation Ms. Hu has accumulated considerable wealth through years of hard work and smart management.As her personal wealth grows, she also gradually realizes the social responsibility and value of wealthSo she decided to set up a charitable trust to realize this wishLet a professional trust manage and operate […]
【A New Beginning in Regaining Control of Wealth and Family Legacy】
news A New Beginning in Regaining Control of Wealth and Family Legacy Ms. Yang, a retired civil servant, turned to entrepreneurship in her later years to support her son and his family. Early on, she transferred her apartment, valued at over thirty million, along with all her cash assets, to her son and grandson. However, […]
【Public Welfare and Environmental Protection: Green Dreams, Built with Wealth】
news Public Welfare and Environmental Protection: Green Dreams, Built with Wealth **Mr. Li, a pioneer entrepreneur with outstanding contributions in the environmental protection field, has accumulated significant wealth. With a profound understanding of environmental conservation, he strongly believes that personal wealth should be a driving force for societal green transformation. He decides to establish a […]
Protecting Personal Assets and Ensuring Marital Stability and Harmony
news Protecting Personal Assets and Ensuring Marital Stability and Harmony Mr. Qian is a successful entrepreneur with substantial personal wealth. After meeting his ideal partner, Ms. Zhang, and deciding to marry, he hopes to enjoy marital bliss while also protecting his personal assets and avoiding property disputes that may arise from changes in marital status. […]
Life Insurance Trusts Facilitate Family Wealth Transfer and Children’s Education
news Life Insurance Trusts Facilitate Family Wealth Transfer and Children’s Education Mr. Zhao is an entrepreneur with substantial family wealth. As he ages, he begins to consider the issue of family wealth transfer, particularly wanting to provide stable financial support for his two children and ensure their future education is worry-free. Consequently, he signs a […]
Taxation requirements are high in various regions. Using family offices to manage finances can save you from worries.
Case Studies Taxation requirements are high in various regions. Using family offices to manage finances can save you from worries. The following is a case sharing Dr. Lin owns a small hospital in Japan and some medical equipment trading companies overseas. Dr. Lin established his single family office. In the private bank account under his […]
If the child is a U.S. citizen, how can the benefits of property inheritance be amplified?
Case Studies If the child is a U.S. citizen, how can the benefits of property inheritance be amplified? The following is a case sharing Mr. Li immigrated to Boston in the United States with his family 30 years ago, and his wife and two children also successfully became American citizens. When the two children grew […]
Anhui New Opportunities for the Development of Virtual Assets and Compliance Protection of Virtual Assets by Offshore Trusts”
Special Topic New Opportunities for the Development of Virtual Assets and Compliance Protection of Virtual Assets by Offshore Trusts” With the rapid development of blockchain technology and the continuous evolution of the global financial landscape, virtual assets have become an emerging field that cannot be ignored. In order to deeply discuss the latest development trends […]
Investment Grade Bond Market Poised for Positive Returns: A Look Ahead
Bond Investment Grade Bond Market Poised for Positive Returns: A Look Ahead The bond market is flashing positive signals for investors seeking attractive returns and portfolio diversification. Here’s a breakdown of the key factors influencing the outlook and potential strategies to navigate this evolving landscape. Yields Signal Opportunity: At the start of 2024, bond yields […]
Building a Secure Future with an Inheritance
Inheritance Building a Secure Future with an Inheritance Life brings both joy and sorrow. As we grow older, we experience the loss of loved ones who cared for us. In some cases, we may receive a portion of their estate, a financial legacy representing their hard work. An inheritance can be transformative. It can help […]
Securing Your Cryptocurrency with an Asset Protection Trust
Cryptocurrency Series Securing Your Cryptocurrency with an Asset Protection Trust There’s no denying that cryptocurrency is rapidly becoming a recognized investment option. As more people delve into blockchain technology to grasp the nature of this asset class, safeguarding it within their portfolios becomes paramount. Understanding Cryptocurrency’s Vulnerability It’s crucial to acknowledge that crypto […]
Understanding Digital Asset Custody: Safeguarding Your Crypto Holdings
Cryptocurrency Series Understanding Digital Asset Custody: Safeguarding Your Crypto Holdings The world of cryptocurrency offers immense potential but also presents unique challenges when it comes to securing your assets. This is where digital asset custody comes in. It’s essentially a system for safeguarding the private keys that unlock your cryptocurrency holdings. The Two Faces of […]
Virtual Asset Custody: A Cornerstone of Investor Confidence
Cryptocurrency Series Virtual Asset Custody: A Cornerstone of Investor Confidence Virtual Asset Custody (VAC) is a key emerging area in the financial services industry and is critical to the development of cryptocurrencies and other digital assets. Custody service providers are responsible for securely storing and managing investors’ digital assets, as well as providing other related […]
Bond Market Outlook
Bond Bond Market Outlook Bond Market Under Pressure as Inflation Rises Above Expectations The US consumer and core consumer price indexes increased by 0.4% in February, and by 3.2% and 3.8% annually, while core services inflation excluding rents increased by 0.5% annually, and by 6.8% over the past three months, up from 6.7% […]
Spot Bitcoin ETF Q&A
Cryptocurrency Series Spot Bitcoin ETF Q&A Does a Spot Bitcoin ETF affect the price of Bitcoin? A Spot Bitcoin ETF will not directly affect the price of Bitcoin, but it can indirectly affect its price in several ways: Increased adoption: Spot Bitcoin ETFs may attract significant inflows from mainstream investors who wish to invest in […]
Pros and Cons of Spot Bitcoin ETFs
Cryptocurrency Series Pros and Cons of Spot Bitcoin ETFs Pros: Below are the advantages that investors are believed to gain from spot Bitcoin ETFs. Convenience: A major benefit of spot Bitcoin ETFs is their accessibility to a broader range of investors. These ETFs substantially lower barriers to entry into the crypto market, eliminating the need […]
Spot vs. Derivative: Unraveling the Structures and Risks of Bitcoin ETFs
Cryptocurrency Series Spot vs. Derivative: Unraveling the Structures and Risks of Bitcoin ETFs Spot Bitcoin ETFs and Bitcoin ETFs based on derivative products differ in structure and the level of exposure to Bitcoin price fluctuations. A Spot Bitcoin ETF directly holds Bitcoin, while ETFs based on derivative products use financial instruments such as futures contracts […]
In-Depth Analysis of Spot Bitcoin ETF
Cryptocurrency Series In-Depth Analysis of Spot Bitcoin ETF What is a Spot Bitcoin ETF? A Spot Bitcoin Exchange-Traded Fund (ETF) is a notable investment tool that allows ordinary investors to easily participate in the price fluctuations of Bitcoin in their regular brokerage accounts. Unlike Bitcoin futures ETFs, a Spot Bitcoin ETF directly invests in Bitcoin […]
Bond Market Outlook
NEWS Bond Market Outlook Bond Market Under Pressure as Inflation Rises Above Expectations The US consumer and core consumer price indexes increased by 0.4% in February, and by 3.2% and 3.8% annually, while core services inflation excluding rents increased by 0.5% annually, and by 6.8% over the past three months, up from 6.7% […]
Apple’s Shift to AI: Embarking on a Journey of Strategic Decision-Making
NEWS Apple’s Shift to AI: Embarking on a Journey of Strategic Decision-Making Reflecting on the surge of technology stocks in the S&P 500 and the underperformance of Apple and Tesla, investment in AI emerges as the primary concern for tech giants. Apple Abandons Car Manufacturing Project Bloomberg reports Apple suspended its decade-long car manufacturing project, […]
〈NEWS〉The Differences Between Insurance Trusts and Insurance Claims Trusts
Insurance Trusts The Differences Between Insurance Trusts and Insurance Claims Trusts Firstly, an insurance trust refers to a trust set up by the policyholder during one’s lifetime, transferring ownership of his/her life insurance policy to the designated trustee for custody and management. This way, if the policyholder unfortunately passes away, the trustee can distribute the […]
〈NEWS〉Benefits of Holding Policy Assets in Trust
NEWS Benefits of Holding Policy Assets in Trust There are two main ways to hold policies in an insurance trust. One is for the trust settlor to transfer ownership of the policy to the trust. The second is for the trust settlor to purchase a new policy through the trust. In addition to these […]
What is a Standby Insurance Trust
NEWS What is a Standby Insurance Trust Another type of insurance trust is a standby insurance trust. Similar to an insurance trust, a standby insurance trust also uses the insurance proceeds rights as the trust property. However, unlike an insurance trust where the policyholder is the trustee, for a standby insurance trust, the policyholder remains […]
What are Insurance Trusts
NEWS What are Insurance Trusts In recent years, wealth preservation and inheritance have always been hot topics among high-net-worth individuals. Insurance trusts, as a wealth management tool combining trusts and life insurance, have gradually gained favor among high-net-worth clients and are widely used. As a type of family trust, an insurance trust has […]
Case Study: Avoiding Uncertainties in Statutory Inheritance
Case Study Avoiding Uncertainties in Statutory Inheritance Mr. Tang, at 56 years old, due to health issues, passed his business on to his son, Xiao Tang, who was already married with children. Xiao Tang spent several years expanding the family business. Unfortunately, during a business trip, Xiao Tang was involved in a fatal car accident […]
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](https://i0.wp.com/ti-fo.com/wp-content/uploads/2023/08/shanghai-at-sunrise.jpg?fit=800%2C533&ssl=1)
[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 […]
