Trust & Asset Protection Advisory

  • Holistic estate and succession planning and asset protection advice to high net worth and ultra high net worth clients and families in the region and beyond

 

  • Implementation of estate and succession planning and asset protection structures, including the establishment of complex investment holding structures and/or trust structures, preparation of shareholders’ agreements and family constitutions

 

  • Philanthropy
    • Structuring and establishing philanthropic vehicles and structures
    • Advisory on and assistance in regulatory considerations including applying for registration as charities and/or institutions of public characters
    • Advisory on tax treatment of philanthropic structures including tax exemptions and tax deductions

 

  • Advisory on wealth management-related regulatory and compliance matters
    • Anti-money laundering regulations
    • Common Reporting Standards and Automatic Exchange of Information regulations
    • Foreign Account Tax Compliance Act regulations

 

  • Advisory to financial institutions in relation to their duties and obligations as fiduciaries