Corporates and Employers
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We can help you with employee benefit trusts, education trusts, ESOPs, and Occupational Retirement Schemes. We can also help companies to establish charitable trusts and foundations.
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Health Checks
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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 suitable solutions.
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Private Clients
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We can advise you on asset protection, family and business succession planning, and probate simplification. These may involve the setting up of the appropriate trust structure, the restructuring or the termination of your existing trust arrangements. We also advise on cross-border tax planning due to, for example, migration reasons or pre-IPO situations in Hong Kong or overseas.
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Private Banks and Trustees
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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.
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