Global Wealth Management

Global Wealth Management

1. Offshore Trust

offshore trust, also known as offshore or overseas trust, is a trust established under offshore law in an offshore location for the purpose of wealth management, inheritance and protection. Our team has professional foreign lawyers, international accounting firms, and senior financial experts to help you create a “family office” and design your own “offshore trust” through a customized approach and a global wealth management perspective. Through the segregation mechanism of the trust property and the tax-saving features of the trust relationship, we can help you or your family’s wealth realize “optimal allocation, debt interruption, reasonable tax avoidance and smooth inheritance” on a global scale.

2. International Tax Planning

In recent years, the international tax landscape has become increasingly complex, with increased transparency requirements for disclosure by governments and increased attention by tax authorities to compliance with cross-border business and transfer pricing arrangements. Important tax rule changes have also occurred in intermediate offshore jurisdictions where cross-border investments are common, such as the new transfer pricing regulations in Hong Kong and the new requirements for business substance in Caribbean offshore locations. Therefore, whether you are exploring cross-border investment opportunities or for global wealth management purposes, our team is here to help you optimize your global tax structure, check offshore tax compliance and legally implement a plan to minimize your global tax liability.

3. International Estate Planning & inheritance

Estate planning is a series of legal and financial arrangements to bequeath wealth or assets from one person to another after death. For will preparers and heirs involved in estate planning and inheritance abroad, our professional team provides one-stop, all-round services, including but not limited to: assisting in the preparation of an overseas recognized will, applying for probate or inheritance in overseas courts on your behalf, acting as the administrator of the estate or assisting the estate administrator in administering the estate, helping you plan an estate trust, etc.