Trust Consultancy
We provide professional trust consultancy services to help clients with issues related to wealth succession, asset protection, and estate management. Our team of trust experts develops personalized trust solutions based on clients’ needs and goals, ensuring financial security and long-term planning.
Project Workflow
Trust consultancy services involve providing professional advice on trust establishment and management for clients. The following are the relevant steps of the process:
01
Needs Assessment
Collaborate with the client to understand their financial goals, asset scale, and estate planning needs to determine the appropriate trust structure.
02
Trust Planning and Design
Develop personalized trust planning based on client requirements and goals, and design the trust structure, beneficiary rights, and trustee roles.
03
Document Preparation and Establishment
Assist clients in preparing necessary trust documents such as trust deeds, beneficiary declarations, and appointment letters, and collaborate with relevant regulatory authorities to ensure a smooth trust establishment.
04
Trust Management and Maintenance
Provide trust management consultation and support, including investment management of trust assets, asset protection, and inheritance planning.
Project Advantages
Personalized Trust Planning
Providing personalized trust planning and design based on clients' financial goals and estate planning needs, maximizing satisfaction with clients' requirements.
Asset Protection and Estate Planning
Through the establishment of trusts, providing solutions for asset protection and estate planning, ensuring the smooth inheritance and management of assets.
Compliance Support
Ensuring that trust establishment and management comply with local regulations and regulatory requirements, providing compliance consultation and support.