Trust customer can be relieved from heavy taxation (e.g. estate tax) and charges (e.g. government rate) due to the transfer of ownership to trustee.
Trust customer will not suffer loss or damage to his/her asset due to personal adversity or liabilities.
You are the beneficiary of the trust and is entitled to the interest, profit generated from the asset.
You can assign the asset in the trust and the profit generated from it to any beneficiary at your discretion.
You and your family members are the beneficiaries of the trust.
You can set inheritance conditions to protect and distribute assets, avoid family dispute and secure the well-being of the whole family.
Avoid dispute about your asset because of marriage or divorce.
If you are the shareholder of an enterprise, your shareholding can be maintained or changed according to the trust deed.
Long-term goodwill will continue to enhance the reputation of the company and the social influence of the family, which is conducive to the long-term development of the family business.
Unite family members to commit in charity, which is conducive to enhancing family cohesion and continuing family spirit.
The tax planning function of family wealth, avoiding high estate taxes.
The settlor and the designated beneficiary of the real estate in the trust are entitled to enjoy the right to use the real estate and the profit generated from it. This is what we call the separation of ownership and the right of use.
The settlor entrusts the trustee to buy or sell real estate or conduct re-investment according to the terms and conditions stipulated in the trust deed.
The trustee will manage the real estate from leasing, sale or development of the property to paying various levies (government rent and rates) according to the trust deed.
The trustee will transfer the property to the beneficiary designated by the settlor to avoid inheritance disputes according to the provisions stipulated in the trust deed.
Effective insurance administration such as punctual insurance premium payment and handling insurance claims for the settlor.
Effectively inheritance of the insurance compensation of each and every insurance claim.
Policy beneficiary risk isolation.
Solve the problem of overseas insurance contributions.
Flexible operation of insurance benefits to maximize insurance benefits.
Insurance policy management will preserve the value and even produce satisfactory return from insurance compensation for the settlor and the designated beneficiary.
Effective separation of nominal and substantive ownership of a corporation for the sake of confidentiality or privacy of the settlor.
Funding from trustee may solve shortage of operating fund of the corporation in case of contingency of the settlor.
Stabilize the shareholding structure, prevent unnecessary shareholding dispersion, help resolve share disputes, and protect the company's long-term development.
Effectively prevent family members from losing control of family businesses and reduce disputes among family members regarding management of the family enterprise.
Flexible and comprehensive execution of the will of the testator's wealth.
For minor beneficiary, prevent embezzling of the legacy by his/her guardian.
Avoid squandering of the legacy by the beneficiary after the inheritance.
Settlor may transfer the asset with less liquidity to the trustee who will restructure the asset by means of securitization to enhance its liquidity in the financial market.
The trustee is the nominal owner of the securitized asset and manage and allot the asset according to the provisions in the trust deed.
As the needs are different for different people, a trust plan is usually a tailor-made plan. You are welcome to contact us for professional consultation.
For wealth safety, trust makes prevention of loss of wealth at times of adversity possible simply because it is under the name of your Trustee, not you.
For capital growth, trust makes capital growth possible. Your wealth will grow via savvy investment strategy as stipulated in the trustee deed while you are exercising your talent to generate more wealth. You deserve a bigger harvest out of your hardworking.
For smooth inheritance of your wealth, trust makes smooth transfer of your asset to your designated beneficiaries possible. You can distribute your wealth to your loved ones, providing better life to your family according to your will as stipulated in the trustee deed.
As trust takes away your burden of wealth management, you can focus on your career or business and enjoy your life while your wealth is being taken care of professionally by your trustee.