Estate planning
in Hong Kong.
We can assist in advising an appropriate estate planning vehicle, act as fiduciary Trustee or foundation council members and administrators of such structure.

Transfer your wealth to the next generations safely & wittingly.
Estate planning is the process of mapping out how you will divide your estate and assets to continue your legacy in alignment with your dreams and values. Our professional team can help establish a suitable fiduciary vehicle for you to achieve favourable positions, including:
- Protection of assets from sequestration. In some cases where a forced heirship regime exists, we can ensure your assets are distributed according to your wishes rather than those laid down by law
- Prevention of the dissipation of family wealth and maintaining continuity of family assets
- Migration of family wealth and executing family philanthropic objectives
- Provision of education and maintenance for children and other family members
- Protecting the next generations from losing assets through divorce
- Long term care and provision of funds for handicapped or high maintenance dependents or children
- Corporate and personal tax structuring to reduce taxation at home and in foreign jurisdictions (such as reducing personal and estate taxes and death duties or capital/gift taxes).
Trusts & Foundations.
The fiduciary vehicles we can assist in establishing are Trusts and Foundations in various jurisdictions such as Hong Kong, Singapore, Liechtenstein, New Zealand and the British Virgin Islands. The suitability of a Trust or Foundation and the jurisdiction of governing law will depend entirely on your particular situations, geographical location and even merely the choice of persona.
In general, we create a Trust or Foundation when the Settlor or Founder (the person making the trust/foundation) and Trustee, execute a legal deed that lays down the method in which the assets are to be held in Trust for beneficiaries (people who will receive funds from the Trust/Foundation).
The assets from the Settlor/Founder going into the Trust will need to be physically transferred to the Trustee. The Trustee then becomes the legal owner of these assets and has a “professional duty of care” to look after these assets for the beneficiaries of the established Trust/Foundation.

FAQ
Common questions.
- Protection of assets from forced heirship claims (sequestration)
- The prevention of the dissipation of family wealth and businesses
- The migration of family wealth
- Provision of education and maintenance for children and other family members