Family trust establishment

Trust demand far exceeds wealth appreciation

Asset protection and inheritance are the top wealth goals (people with investable assets of 10 million RMB)

46% need asset
protection

24% need tax/legal
consultation

Private Wealth Report of Merchant Bain China in 2019

What issues can a trust solve

Business management

  • Public and private confusion risk
  • Couples confusion risk
  • Generations confusion risk
  • Separation of assets risk
  • Marriage

  •    Debt   

  • Investment

  • Accident

  • Taxation

  • Inheritance

Trust preparation materials

  • Nationality of the founder and the beneficiary

    Nationality of the founder and the beneficiary

    For example, the green card and the immigration application is in process.
    Staying time in other countries in the past few years

  • Business

          Business      

    Domestic company name, city, equity,
    development, financing arrangement, transaction structure, etc.

  • Family situation

    Family situation

    Family relationship diagram, such as age of children,
    relationship between husband and wife, parents and brothers, etc.

  • Risk Analysis

    Risk Analysis

    Marriage, Business, Debt, Tax, etc.

Trust establishment process

  • 01 Submit works

    Submit works

  • 02 Provide the identity and address certificate of the founder and pay the establishment fee

    Provide the identity and address certificate of the founder and
    pay the establishment fee

  • 03 Provide all the beneficiary’s ID and address verifying documents

    Provide all the beneficiary’s
    ID and address verifying documents

  • 04 Negotiate distribution plan

    Negotiate distribution plan

  • 05 Sign the trust deed, letter of intent, and other documents

    Sign the trust deed, letter of intent, and other documents

  • 06 Pay the annual fee

    Pay the annual fee

  • 07 Change of shareholders of offshore company

    Change of shareholders of offshore company

Note: The establishment time of the trust depends on the level of complexity of establishing and transferring assets; and the opinion of an independent tax lawyer (if necessary)

Expert team

Connie Yeung (Hong Kong)

Connie Yeung (Hong Kong)

Founder of Family Trust Alliance

Private Banker Certification
Course Series
Certified Course Instructor

Registered Financial Planner, China-Hong Kong Mutual Recognition Course SeriesCertified Course Instructor

Trust and Fiduciary Affairs
Experts
Greater China Private Bankers Association

· Has dealt with asset protection programs for Chinese clients for more than 10 years. 8 years in the Mainland.
· Engaged in family trusts, reasonable tax avoidance, financing solutions, cross-border marriage and inheritance.
· Worked as the head of marketing and the licensing officer of Hong Kong Securities (advising on securities) of foreign trust companies affiliated to large banks, the business development director of a well-known Chinese and Hong Kong law firm and affiliated trust company, the representative of the international trust company family trust business in China.
· Rich experience in practical experience, and is an important partner of various law firms, trust companies, insurance institutions, and family offices.
· Life insurance manager and customer service engineer of American Academy of Finance and Insurance Management
· American International Financial Management Standards Committee certified course instructor and course design (family wealth protection and inheritance; Hong Kong and the world's intergenerational inheritance of wealth).
· Gave hundreds of internal training and public lectures to domestic universities, private banks, insurance companies, family offices, etc., with a total audience of 10,000. Both theory and practice are emphasized. Highly praised

Xiaojing Luo Ammy (Mainland)

Xiaojing Luo Ammy (Mainland)

World Trade Enterprise Consulting Vice President

Internationally renowned asset architect

Senior tax planner

The first batch of tax leaders in China

· Dealing with asset protection plans for Chinese clients for more than ten years and staying in Mainland for 8 years,
· including family trusts, reasonable tax avoidance, financing plans, and cross-border marriage inheritance
· and once the head of marketing and the licensing officer of Hong Kong Securities (advising on securities) of foreign trust companies affiliated to large banks, the business development director of a well-known Chinese and Hong Kong law firm and affiliated trust company,
· the representative of the international trust company family trust business in China who has rich practical experience, and is an important partner of various law firms, trust companies, insurance institutions, and family offices
· life insurance manager and customer service engineer of American Academy of Finance and Insurance Management,
· American International Financial Management Standards Committee certified course instructor and course design (family wealth protection and inheritance; Hong Kong and the world's intergenerational inheritance of wealth)
· giving hundreds of internal training and public lectures to domestic universities, private banks, insurance companies, family offices, etc., with a total audience of 10000. Both theory and practice are emphasized. Highly praised

Advantages of WTEC

  • Authority agency

    Authority agency

    An 18-year-old brand, a registered institution designated by the Hong Kong government, and a unique dual-licensed authority

  • Professional consultants

    Professional consultants

    The team has more than 3 years of business experience on average and has handled more than 100,000 cases

  • Information confidentiality

    Information confidentiality

    Follow strict confidentiality agreements, allowing customers to truly experience safe and private services   

  • Efficient and transparent

    Efficient and transparent

    The service process is visualized, the price is transparent, and does not contain any hidden additional costs

Value-added services

  • Taxation consulting 

    Taxation consulting 

  • Registration of overseas companies 

    Registration of overseas companies 

  • Overseas company account opening    

    Overseas company account opening    

  • Immigration

    Immigration

  • WTEC Information