Legacy Management

We facilitate effective asset isolation and intergenerational succession through professional trust structures and legal instruments. Understanding the nuances of family wealth, we tailor cross-generational solutions to ensure your family's values and material wealth endure.

Family Trust Structuring

Family trusts are the bedrock of wealth succession, transferring legal ownership to trustees to achieve effective separation from personal finances. We offer diverse structural options, including offshore trusts (BVI, Cayman, Singapore) and Private Trust Companies (PTC). Trusts allow for customized asset distribution rules, beneficiary contingencies, and timelines, protecting assets from debt and matrimonial risks while ensuring orderly succession.

Inheritance Planning

While wills are fundamental, relying on them alone can lead to cumbersome probate procedures, disputes, and privacy loss. We integrate wills, trusts, insurance, and other legal tools to formulate a comprehensive inheritance strategy. Proper structuring can circumvent forced heirship rules, ensure assets are distributed according to your intent, and minimize estate taxes and legal friction.

Business Equity Succession

Business succession is the central challenge in breaking the 'three-generation curse.' As businesses pass down, expanding family branches can dilute control and efficiency. Holding equity through family trusts separates ownership from management. The trust deed can clearly define distribution rules, voting rights, and decision-making mechanisms, protecting economic interests while ensuring the enterprise's stability and longevity.

Matrimonial Asset Protection

Matrimonial changes pose a significant risk to family wealth. By proactively placing assets into trust structures, you effectively segregate personal property from marital assets. Should beneficiaries face divorce, trust assets remain legally distinct and generally excluded from division. We also assist in drafting prenuptial and postnuptial agreements to provide multi-dimensional protection.

Cross-Border Succession Planning

In a globalized world, families often hold assets across multiple jurisdictions. Cross-border succession involves complex legal variances, tax compliance, and foreign exchange controls. Our team, proficient in the laws of major jurisdictions, designs compliant structures that address key issues such as China's Circular 37 registration, CRS reporting, and estate tax planning, ensuring seamless asset transfer across borders.

Family Governance

True legacy involves passing down values and wisdom, not just assets. We assist families in establishing robust governance frameworks, including family charters, family councils, and regular family assemblies. By clarifying rights, obligations, decision-making protocols, and dispute resolution mechanisms, we enhance family cohesion and cultivate the next generation's leadership capabilities.

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Family Trusts are the core of legacy management. Discover our solutions and setup process.

Family Trust

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