Victoria Wealth 

Trust is a legally binding form of wealth management that ensures proper inheritance of entrusted assets. We manage the trust assets and make transfer arrangement to the designated beneficiaries in accordance with the terms and conditions set out in the trust deeds to achieve the objectives of property protection and distribution, risk management, tax arrangements, investment planning and management, etc. of our clients.

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Under the common law, if the settlor of a trust transfers his/her property (including real estate, intangible and tangible assets) to the trustee in accordance with the deed of trust, the trustee will be responsible to manage the assets for the interests of the beneficiary or for a specific purpose, and finally distributes it to the beneficiary in specified methods. With continuous development, trust has become one of the important tools of wealth management.

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• Asset Protection - The assets of well-structured Trust is legally protected from creditors who are unable to claim it for repaying your personal debt.

• Confidentiality - The deed of trust is not required to be disclosed. The interests of the beneficiaries in the trust are kept strictly confidential.

• Effective Asset Inheritance - Compared to traditional will, trust is more efficient and reliable for dealing with the inheritance issues, which reduce time on administration and legal procedures, and disputation.

• Flexible Distribution Arrangement - The method and timing of asset distributions can be tailored made to achieve different objectives.

• Professional Asset Management - Trust can be arranged to allow the beneficiary owner to seek for professional asset management services. Specialized experts can be appointed to manage the investments in the trust to enhance the return. Centralized management of assets also improves the reporting and decision-making process for the trust.

• Tax Planning - Trust is a commonly used tool for tax planning, especially in countries with high tax rates.

Family Trust means that the Settlor transfer his assets to the Trustee, and the Trustee will manage the assets in accordance with the terms and conditions set out in the Deed of Trust, distributing the assets to beneficiaries in designated circumstances.

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Family Trust is an effective wealth management solution, by signing a standard deed and a letter of wishes, establishing the purpose of financial products for customers, to achieve purpose of asset isolation protection, investment management, wealth management, property inheritance and retirement planning. The initial trust property of a family trust can be:

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• Liquid Asset: including cash, securities and fund units

• Fixed Asset: including lands and properties, operating business, find arts, antiques and collectibles

• Contract and Agreement: including insurance policies, private contracts and business agreements

• Intangible Asset: including copyrights, patents and trade marks

• To avoid the formalities of the court certification, expensive expenses and the inconvenience of preventing the long-term freeze of the estate, the estate can be quickly distributed.

• Heritage materials keep private, would not become public records like wills.

• There is a maximum degree of control over dominance.

• When the settlor loses his statutory physiology and ability to determine his will, he does not need to appoint an asset manager through the certification court.

• With flexibility, the settlor can increase assets at any time as needed, establish a “durable power of attorney” to appoint someone to deal with when he cannot manage affairs.

• It is difficult to refute arguments, promoting family harmony and stability.

• Spending money for pleasure is the killer of wealth inheritance, and it is also one of the important reasons why “rich but not over three generations”. In the past, people did not know what to do when faced with such problems, now there is no need to worry about this. Family Trust can allocate property in full accordance with your wishes, avoiding profligacy.