Private Trust Services

With a background of Chinese culture, we understand the unique needs of Hong Kong and China clients. "Acting for the best interest of beneficiaries” is the most essential duty of a trustee and is always our golden rule. As an experienced trustee, we establish different types of trusts according to your unique circumstances. Through working closely with tax and legal professionals, we help you and your family set up private trusts for succession, privacy, tax planning, and charitable purposes. With the appointment as trustee to administer your trust, you can rest assured that your hard earned money is prudently managed and protected by our caring professionals for the benefit of your loved ones.

As a trusted service provider of estate planning solutions, Bank of Communications Trustee Limited is committed to help you achieve your personal objectives by providing a comprehensive portfolio of high quality trustee services including:

• Wealth and estate planning advisory
• Charitable giving advisory
• Formation of local and offshore trusts
• Formation of local and offshore private investment companies
• Local trust administration
• Corporate secretarial services
• Nominee director and shareholder services

Benefits of Setting Up a Trust for Your Family

Control over distribution after your lifetime

Change is constant, and a proper trust planning can help you to make arrangements in the event of old aged, suffering from illness, disability or emergency incidents. Even if you pass away, a trust ensures that the trust assets will be distributed to your family members in reference to your wishes so as to make effective financial arrangements for the maintenance of both your spouse and children after your lifetime.

Confidentiality

Both the identity of Beneficiaries and you as Settlor are kept in a strictly confidential manner.

Protection of young beneficiaries

A trust is an effective tool to protect the interests of your loved ones who may be too young or not capable to manage their own affairs.

Asset protection

Assets which are held by a properly structured Asset Protection Trust may effectively be separated from your personal assets.

Family wealth protection

Family assets can be protected by a trust may effectively avoid future family disputes in your absence.

Tax saving

It is possible to reduce the impact of various taxes (i.e. estate taxes, income taxes and wealth transfer taxes, etc.) depending on the Settlor's and Beneficiaries' country of residence.

To find out more about our private trust, Wills, Executorship and Estate Administration services, please contact our trust business team at 2905 8726.

 

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