Wealth Management

Overseas Foundation Services

– Selection of the location of foundation establishment and private/public benefit type
– Analysis and recommendations on the relationship with stakeholders of the foundation
– Analysis of the type of foundation assets and transfer forms
– Design and arrangement of foundation structure
– Establishment and planning of overseas foundations such as Seychelles
– Drafting and issuance of legal documents such as foundation charters and rules
– Administrative management and maintenance
– Opening of foundation-related accounts such as private banks and investment banks

Offshore Trust Services

– Trust establishment location and trustee type selection
– Trust stakeholder relationship analysis and recommendations
– Trust asset type and transfer form analysis
– Trust structure design and arrangement
– ​​BVI VISTA and other offshore trust establishment and planning
– Private trust company (PTC) establishment
– ​​Trust deed and other legal documents drafting and issuance
– Administration and maintenance
– Opening of trust-related accounts such as private banks and investment banks

Family Financial Management Services

– Selection of location for family office establishment
– ​​Establishment of family office in Singapore
– Family fund investment and financing project planning and fund pool management
– ​​Family property and corporate risk control mechanism planning
– Overseas asset allocation advice and resource matching
– Opening of private banking, investment banking and other related accounts

Private tax services

– Taxation consultation on relevant tax-related matters under CRS/FATCA
– Interpretation of cross-border tax policies and compliance advice
– Cross-border property tax planning
– Cross-border tax residency planning
– Application for overseas tax residency
– Property and tax planning before and after immigration
– Overseas tax declaration