Personal Financial Services 

Our Personal Financial Services team comprises experienced tax and legal professionals. We specialise in advising clients in their family wealth and succession planning taking into account issues which may relate to stamp duty, trust law and taxation.

Private clients

We can advise you on asset protection, and family and business succession planning.  These may involve the setting up of the appropriate trust structure, the restructuring or the termination of your existing trust arrangements.

Asset protection
Assets can generally be protected against creditors' claims by transferring legal ownership of the assets to a trust.

Family succession planning
A trust structure enables assets to be held and managed in accordance with your wishes to provide for your family and heirs as well as future generations.

Business succession planning
Incorporating your successful business into a trust enables the business, after being passed to future generations, be retained in accordance with your wishes.  This can also avoid family disputes.

We also advise on cross-border tax planning due to, for example, immigration or pre-IPO situations in Hong Kong or overseas.

Private banks and trustees

We regularly review trust deeds and other documents for trustees.  We can also draft policy and procedural documents for private banks and trustee companies and provide training for their marketing officers in best practice and procedures.

Corporates and employers

We can help you with employee share and option incentive planning by setting up an appropriate holding structure.  We can also help companies to establish charitable trusts and foundations to fulfill philanthropic objectives.

Health checks

We can review your existing trust and underlying corporate structures in light of your changing circumstances and changes in laws and practices and, where necessary, recommend solutions and improvements.
Contacts
John Wong
Personal Financial Services Leader
Hong Kong
Tel: +[852] 2289 1810 Email