We advise trust companies, asset managers, family offices, and project sponsors across all stages of trust and asset management operations. Our services span from product structuring and regulatory filings to contract review, operational compliance, and risk control. We assist clients in designing lawful and effective trust arrangements and navigating the complexities of multi-layered asset management products in China's evolving regulatory environment.
Structuring and establishing trust plans
We assist in creating various types of trust arrangements—including collective trusts, single-purpose trusts, administrative trusts, and family trusts—by clarifying asset types, investment scopes, distribution mechanisms, and termination terms.
Drafting and reviewing trust documentation
We prepare and review trust agreements, beneficiary transfer agreements, credit enhancement contracts, and underlying asset documents to protect stakeholder interests and mitigate legal risks.
Setting up private trust companies
We support clients in establishing private trust companies, advising on governance structures and legal compliance to facilitate professionalized family wealth management and succession.
Insurance Trust Planning
We assist clients in structuring trusts involving high-value annuity policies, life insurance contracts, and insurance proceeds trusts, helping them preserve and grow wealth while achieving tax efficiency.
Commercial trust advisory
We design commercial trust frameworks, conduct legal due diligence, review documentation, and issue legal opinions to ensure lawful and compliant operation of business-driven trust structures.
Supporting asset management products
We advise on a wide range of asset management vehicles—including bank wealth management products, capital trusts, securities and futures plans, mutual funds, asset management subsidiaries, insurance asset plans, and private investment funds—covering product issuance, nested structures, asset alignment, and regulatory risk mitigation.
Reviewing underlying asset compliance
We conduct rigorous reviews of underlying assets to address regulatory concerns such as rigid payment promises and excessive nesting, helping clients ensure product stability and legal soundness.
Legal due diligence and post-investment support
We assist in project due diligence, negotiation, and legal documentation, and handle security arrangements such as mortgage and pledge registrations to safeguard asset value and ensure ongoing risk control.
Advising on special situations and disputes
We provide legal strategies for product modification, extension, or liquidation, and represent clients in resolving disputes across trust and asset management structures.
