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借贷款
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投资理财
TRUST ESCROW
YAN YUN Family Consultants is a trust advisory service consulting company based in Hong Kong, backed by the motherland and facing the international market. Our company focuses on providing professional trust advisory and referral services related to trusts for high-net-worth individuals, including setting up family trusts, managing private trust companies, implementing assets protection strategies, and international tax planning. In addition, we also provide company secretarial services, assisting clients in setting up companies in Hong Kong and overseas, and providing ongoing company administrative management services.
Family Trust
A family trust is a trust created by a settlor who entrusts the ownership of his/her property to a trustee according to the terms of a trust deed. The trustee manages the trust property and distributes it to the designated beneficiaries in specified circumstances. This effective financial tool, through the signing of a standard contract and a customized letter of wishes, can help clients achieve multiple financial objectives, such as assets protection, investment management, wealth management, estate planning, and retirement planning.
The initial trust property for a family trust can include:
- Liquid assets (including cash, securities, and fund units)
- Fixed assets (including land and property, operating businesses, art, antiques, and collectibles)
- Contracts and agreements (including insurance contracts, private contracts, and commercial agreements)
- Intangible assets (including copyrights, patents, and trademarks)
Insurance Trust
An insurance trust is a financial instrument for wealth management and inheritance. By combining the protective function of insurance and the flexible asset allocation of a trust, it provides high-net-worth families with a solution for diversification of assets, risk diversification, and tax optimization for wealth appreciation and inheritance gradually.
This financial solution allows for unlimited changes to the insured, it enables wealth to be passed down across generations. It also features the ability to split the policy and make payment periodically from the estate, it ensures the asset security, privacy protection as well as to adapte the demand of customized wealth distribution.
Private Trust Company (PTC)
In recent years, Private Trust Companies (PTCs) have become a popular wealth management tool among clients (settlors). Like regular private limited companies, PTCs need to be registered and established according to their articles of association. The company is operated by a board of directors, which focuses on controlling the trusts under its jurisdiction. All members of the board of directors are chosen by the settlors. Settlors can manage trust assets according to their own wishes, together with their family members and third parties familiar with the family (agents), which can enhance privacy.
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