Our Service

The services that we provide are as follows



Securities brokerage

Investment fund

Real estate investment

Legal and accounting consultation service

Trust is a financial instrument in the form of Trust Deed between you and your trustee. You put your assets (such as insurance, equity shares listed in stock exchange, real estate, land, bank deposits, precious metals and even equity shares of your family corporation) into the trust and set the terms and conditions of asset management in the Trust Deed. Your trustee will manage your asset according to the terms and conditions stipulated in the Trust Deed. As your trustee must follow the terms and conditions stated in the Trust Deed, it is de facto the nominal owner and also the executor of your asset.

Wealth management according to the terms and conditions stated in the Trust Deed usually include

Investment for capital growth
Disposal of asset
Disposal of profit or loss generated from the asset in the trust
Handle payables incurred by the asset in the trust

Different trust plan offers different benefits to you. However, all trusts offer the basic benefits to you as follows

Tax planning (e.g. estate tax) and charge planning (e.g. rates of properties) in compliance with law.

Protection of your asset against personal adversity (e.g. ailments, accident, or even failure in business,etc) or personal liabilities (e.g. personal debts, personal public liability, etc).

We offer various trust plans for your selection namely

Family trust

Family trust is a tailor-made wealth management plan for your family.


You and your family members are the beneficiaries of the trust.

You can set inheritance conditions to protect and distribute assets, avoid family dispute and secure the well-being of the whole family.

Avoid dispute about your asset because of marriage or divorce.

The shareholding of your enterprise will be maintained according to the trust deed

Charitable Trust

Charitable trust means that the settlor entrusts its wealth to the trustee for the charitable purpose, and the trustee manages and distributes it in the name of the trustee according to the settlor's wishes to conducts charitable activities.


Long-term goodwill will continue to enhance the reputation of the company and the social influence of the family, which is conducive to the long-term development of the family business.

Unite family members to commit in charity, which is conducive to enhancing family cohesion and continuing family spirit.

The tax planning function of family wealth, avoiding high estate taxes.

Real estate trust

A real estate trust refers to a trust deed between the settlor and the trustee in which the trustee manages the real estate according to the trust deed for the benefit of the settlor and the beneficiary.


The settlor and the designated beneficiary of the real estate in the trust are entitled to enjoy the right to use the real estate and the profit generated from it. This is what we call the separation of ownership and the right of use.

The settlor entrusts the trustee to buy or sell real estate or conduct re-investment according to the terms and conditions stipulated in the trust deed.

The trustee will manage the real estate from leasing, sale or development of the property to paying various levies (government rent and rates) according to the trust deed.

The trustee will transfer the property to the beneficiary designated by the settlor to avoid inheritance disputes according to the provisions stipulated in the trust deed.

Insurance trust

While insurance is an important asset in the modern society, proper management of the insurance by trustee will exert its effectiveness to the fullest extent.


Effective insurance administration such as punctual insurance premium payment and handling insurance claims for the settlor.

Effectively inheritance of the insurance compensation of each and every insurance claim.

Policy beneficiary risk isolation.

Solve the problem of overseas insurance contributions.

Flexible operation of insurance benefits to maximize insurance benefits.

Insurance policy management will preserve the value and even produce satisfactory return from insurance compensation for the settlor and the designated beneficiary.

Equity trust

Equity trust has two types. Firstly, a trustee will manage an enterprise according to the provisions in the trust deed after the transfer of the equity shares of that enterprise from the settlor to the trustee. Secondly, a trustee will invest in equity shares of corporations and safeguard the interest of the settlor in the corporations according to the provisions in the trust deed. If the beneficiary of the equity trust is the operator of the corporations, it is called operator shareholding trust.


Effective separation of nominal and substantive ownership of a corporation for the sake of confidentiality or privacy of the settlor.

Funding from trustee may solve shortage of operating fund of the corporation in case of contingency of the settlor.

Stabilize the shareholding structure, prevent unnecessary shareholding dispersion, help resolve share disputes, and protect the company's long-term development.

Effectively prevent family members from losing control of family businesses and reduce disputes among family members regarding management of the family enterprise.

Will Trust

A will trust is a tailor-made trust plan dedicated to achieve smooth inheritance of wealth of the settlor as well as the profit generated from it by the beneficiary. The trustee will transfer the legacy partly or in whole together with the profit generated from it to the designated beneficiary according to the provisions of the trust deed.


Flexible and comprehensive execution of the will of the testator's wealth.

For minor beneficiary, prevent embezzling of the legacy by his/her guardian.

Avoid squandering of the legacy by the beneficiary after the inheritance.

Special purpose trust

Special purpose trust is dedicated to achieve securitization of assets of the settlor with less liquidity.


Settlor may transfer the asset with less liquidity to the trustee who will restructure the asset by means of securitization to enhance its liquidity in the financial market.

The trustee is the nominal owner of the securitized asset and manage and allot the asset according to the provisions in the trust deed.

Dependents trust

Protection Trust The trust is dedicated to provide stable income to sustain the livelihood of minors who are the designated beneficiaries of the trust. The settlor sets up Protection Trust to prevent damage to his/her asset against mis-management or mis-investment by the minors due to their inexperience in wealth management on the one hand and invest in capital guarantee portfolio for stable income to sustain the livelihood of the beneficiaries on the other hand.

Our professional consultants are able to assist you to select the suitable trust plan, formulate the terms and conditions of trust operation and draw up your Trust Deed.