信託服務 Trust Services

成立合適的全權信託，可為您的家人建立有效的財富管理架構，簡化遺產分配的法律手續，提高私隱度及資產保障，並且切實執行您所想的傳承方式及遺產安排。

服務包括：

· 設立不同種類的信託

· 設立私人信託公司

· 遺產及隔代傳承規劃

· 定時分配予受益人

信託種類：

· 私人信託服務

o 家族生意傳承

o 分配財產予指定受益人或慈善機構

· 遺囑執行及遺產管理

· 個人稅務計劃

· 企業信託服務

o 資產託管服務

o 基金管理服務

o 僱員股票獎勵計劃

為您及家人設立信託的好處：

· 高度靈活的資產分配控制權

· 保障您和信託最終受益人的私穩

· 協助年幼的受益人管理信託資產

· 保障資產

· 保障家族財富，減少日後家族糾紛

· 節省稅務開支

 

使用信託案例：

· 藝人沈殿霞透過信託，確保遺產全數留給女兒鄭欣宜，讓她在35歲後動用遺產，並在35歲前每月提取生活費

· 歌手梅豔芳設立信託基金，過世後讓其母每月可領取生活費、保證外甥子女的教育基金

· 上市公司董事長張茵通過家族信託控股的方式，保證控股公司股權按照自己意願分配，防止離婚時財產分配影響公司的正常經營

  

A trust can provide an effective and flexible wealth management tool for probate avoidance, confidentiality, asset protection, and succession and estate planning for you and your family members.

Our services include:

· Establishing various types of trusts

· Establishing private trust companies

· Estate and intergenerational planning

· Undertaking distributions to beneficiaries

Types of trusts:

· Private trust services

o Family wealth succession

o Distribution of wealth to designated beneficiaries and charitable purposes

· Will execution and estate administration

· Tax planning

· Corporate trustee services

o Escrow Services

o Fund Administration, Accounting and Registrar Services

o Employee Share Award Schemes

Benefits of trust:

· Control over distribution after your lifetime

· The identity of Beneficiaries and you as Settlor are kept in a strictly confidential manner

· Protection of the interests of young Beneficiaries who are not capable to manage their own affairs

· Asset protection

· Avoidance of future family disputes

· Tax saving

  

Cases of trust:

· When artist Lydia Shum passed away, a trust guaranteed that the trust assets would be distributed solely to her daughter Joyce Cheng. It allows Joyce to access the assets after she was aged 35, and to acquire monthly living expenditure allowance.

· Singer Anita Mui set up a trust fund, allocating an amount to her mother on a monthly basis for her living expenses, and ensuring the availability of the education fund for her children.

· Yan Cheung, the chairman of a list company, established family trust holdings to pre-arrange the distribution of the stock right of her company; thereby, preventing the division of asset from altering the operation of her company in case of divorce.