Estate & Succession Planning

Associated with global fiduciary services company, head quartered in Hong Kong and present in 30 countries, having offices in 40+ cities and over 900+ employees globally

Trustee Services for Family Offices/HNI- Estate and succession planning

• One of few independent trust companies operating in this domain
• Dominant position in trust services related to estate, succession planning and asset protection
• Expertise in trusts where beneficiaries are resident in different countries.  

Trustee services for AIF (Alternative Investment Funds).

• Fund structuring
• Trust formation and fund set up
• Ongoing administration and tax filing
• Regulatory and compliance reporting; FATCA and CRS compliance
• Fund administrators in multiple geographies and can help structure solutions for offshore clients.

Escrow Services

• Offer escrow agent  services with focus on multi –geography transactions
• Can offer escrow agent + trustee services depending on deal structure
• Can offer offshore banking services