Build Your
Own Trust Journey
01
Initial Communication
Our professional trust team will have in-depth face-to-face communication with you and your mother to fully understand your wealth management needs and evaluate whether a family trust is suitable and meets your requirements. If necessary, we will explain the discussion to you in detail and provide relevant professional advice.
02
After confirming that your needs can be met through family trusts, we will sort out your various properties, analyze potential risks and propose countermeasures. At the same time, we will ask you to provide personal and family member information, fund source proof and other materials in accordance with Hong Kong's legal requirements to complete anti-money laundering and other legal compliance reviews.
Property sorting and due diligence
03
Requirement refinement and plan formulation
We will further clarify your specific requirements for the initial trust property amount, beneficiary arrangements, asset distribution terms, transfer of beneficial rights, whether to set up a supervisor (protector), etc. We have extensive experience and will provide personalized investment strategies and allocation terms for your consideration, customized according to your special needs to formulate a "Family Trust Letter of Intent" and trust contract framework.
04
Tax planning
If cross-border arrangements or special terms are involved, our team of tax accountants and lawyers will provide you with compliant tax planning solutions and legal advice. The relevant fees are included in the one-time establishment fee.
05
Backstage preparation
Before officially signing the contract, we will open a special bank custody account for you.
06
Contract signing and
fund transfer
After both parties confirm the contract content, you and your spouse will record and videotape the contract together. If there is a supervisor (protector), they will also need to be present at the signing. In addition to the trust contract, you will also need to sign a series of legal documents. After signing the contract, we can complete the trust establishment after you transfer the funds.
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