Trust
Services - Family & Estate Planning
Many people work hard during
their lifetime to accumulate wealth for their
retirement and family needs as well as to provide
for their loved ones when they are no longer
around. Hence, it is very important to ensure
proper estate planning to avoid long and painful
probate proceedings, administrative costs and
taxes.
Benefits of Trusts
- Avoidance of long and painful probate process
- Confidentiality and flexibility
with regard to a family's financial affairs
- Asset protection
- Ensure smooth distribution
of assets to beneficiaries with your wishes
- Mitigation of estate duty
payable
- Continuity in management
of assets
We, together with the solicitors,
bankers/financial institutions and trustees,
may provide services which include:
Estate Planning Services
-
Working out appropriate
structure to minimise exposure to estate
duty in consideration of clients' objectives
-
Analysis of various
options available
-
Establishment of Wills
and Trusts via established law firms and
professional Trustees in different jurisdictions
-
Co-ordination with
professional Trustees for administration
and management of trust assets
-
Establishment and administration
of Trusts in appropriate offshore jurisdictions
such as Marshall Islands, British Virgin
Islands, Cayman Islands, Switzerland, Netherlands
and Mauritius.
On-going fund administration
work with the professional Trustees
-
Preparing and presenting
financial statements, such as NAV reports,
valuation reports, ad hoc reports, on a
regular basis, such as semi-annually
-
Liaising and co-ordinating
with fund's auditors
-
Maintaining statutory,
accounting and investment records
-
Consolidation of accounts
Our aim is to provide a comprehensive service
to our clients in Hong Kong and offshore operations.
If you find above helpful, please free to
contact us.
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