We help high-net-worth individuals and families develop forward-looking, legally sound succession plans that align with their values and goals. Our services address not only asset preservation and risk control, but also long-term family governance, tax efficiency, and intergenerational cohesion. Based on a deep understanding of family concerns and commercial dynamics, we design customized and executable legal structures for secure and orderly wealth succession.
Our services include:
Family asset mapping and risk diagnosis
We review the type, location, and ownership structures of family assets to identify legal, tax, operational, and inheritance risks, helping clients spot vulnerabilities in succession planning.
Design and implementation of succession tools
We advise on the use of wills, bequests, gifts, trusts, insurance, and other legal and financial instruments tailored to family needs and asset types, ensuring both compliance and protection.
Asset protection and control structures
We structure family holding platforms, trusts, and family offices to create multi-layered safeguards against litigation, debt claims, and external interference.
Family business succession and tax planning
We support founders, senior executives, and heirs of listed and non-listed companies with equity restructuring, succession strategies, and compliance-focused tax planning—before and after IPO. Services include:
Pre-IPO ownership restructuring and transition design
Post-IPO stock succession, tax planning, and risk control in stock disposals
Succession planning for non-listed equity and strategies for transferring control
Tax residency and burden management for controllers
Family charter and governance mechanisms
We help define roles, rights, and responsibilities among family members, build voting systems, and set dispute resolution and exit mechanisms that promote long-term family harmony.
Long-term family governance structures
We assist in designing multi-generational governance frameworks with decision-making, supervision, and succession mechanisms, supported by tailored rules and procedures.
Family relationships and personal status planning
We provide legal structures for intra-family wealth allocation and relationship management, including tax residency structuring, pre-/post-nuptial agreements, divorce planning, cross-border status and marital risk control.
Marital and succession planning
We develop pre-emptive solutions to ensure family wealth and control continuity across marriages, divorces, and generational shifts.
Insurance-based wealth protection
We design insurance portfolios and beneficiary arrangements to address the distinct needs and risk exposures of family members.
Heir identification and role definition
We define successor roles, rights, and responsibilities, establish conditional delegation frameworks, and ensure business and asset continuity.
Legacy planning through philanthropy
We help families establish charitable trusts or foundations in compliance with regulatory standards to sustain family values, promote social responsibility, and integrate philanthropy into succession structures.
Family office structuring and governance
We advise on the top-level structure, legal framework, and functional design of family offices, covering asset management, succession planning, member services, and philanthropic programs.
Legal and regulatory compliance
We conduct compliance reviews on issues such as trust legality, inheritance tax, and cross-border gift restrictions to ensure succession plans are legally enforceable and risk-resilient.
