Wilson Accounting Limited
Set up a Family Trust Service
A family trust is a professional wealth management and succession tool designed to help high-net-worth individuals or families protect their assets, achieve intergenerational succession and optimize tax planning. Glorious Chen’s family trust formation services provide customized solutions to assist clients in setting up family trusts in international jurisdictions (such as Hong Kong, Singapore, Cayman Islands, Jersey, etc.) through well-designed trust structures to ensure wealth security and achieve the family’s long-term vision.
Notes on setting up a family trust:
Our family trust formation services cover the following core areas:
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Customization of trust structures
Depending on the client's asset type, family or business needs, and long-term goals, design the most suitable type of trust, such as a family trust, testamentary trust, charitable trust, or business trust. -
Choice of Jurisdiction
Assess the legal, tax and privacy advantages of major trust jurisdictions around the world and recommend the most suitable location. -
Legal & Compliance Consulting
Ensure trust structures comply with local and international regulations, provide compliance reviews and mitigate legal and tax risks. -
Asset transfer and allocation
Assist clients in safely transferring assets (such as cash, real estate, securities, corporate equity, etc.) into trusts, and provide professional asset management advice. -
Ongoing trust administration
Provide trust trustee services, regular financial statements, annual compliance audits and trust operation support to ensure the efficient operation of the trust.
