Wealth & Tax Planning
Pre-plan your tax residency before acquiring an overseas identity. Legally and rationally manage global assets, avoid double taxation, and establish offshore family offices and trust structures.
CRS & Tax Residency Planning
Under the CRS and FATCA regimes, global tax transparency is unprecedentedly high. We conduct a comprehensive tax assessment "before" and "after" acquiring a new identity to sever unnecessary tax ties.
- Double taxation avoidance strategies at both personal and corporate levels.
- Matching PR identities in offshore tax-free or low-tax jurisdictions (e.g., Dubai, Cayman).
- Legal determination and documentary preparation for severing tax residency.
Family Trusts & Single Family Offices (SFO)
For UHNW families, we provide family charters and trust deeds drafted by top lawyers, thoroughly achieving asset isolation, debt exemption, and frictionless cross-generational wealth transfer.
- BVI VISTA Trusts and Jersey Purpose Trust architecture design.
- Singapore 13O / 13U Family Office license applications and tax exemptions.
- Preventing marital changes or unexpected debts from eroding core family assets.
Global Top Private Bank VIP Accounts
We don't just design theoretical architectures; we bridge the "last mile" for your funds' compliant landing. Connecting directly with global Tier-1 private banks, we offer flight-free green channel account opening.
- Deep partnerships with top private banks in Switzerland, Singapore, Hong Kong, and the US.
- KYC pre-approval and coaching for highly sensitive industries and complex funding sources.
- Providing compliance opinions on two-way fiat and crypto asset deposits/withdrawals.
This Architecture is Best Suited For 3 Types of People
HNWIs Facing CRS Penetration Scrutiny
Entrepreneurs and investors holding financial assets or offshore companies globally, urgently needing to sort out tax residency to legally avoid global income being transparently or doubly taxed.
Founder Families Planning Overseas IPOs
On the eve of a company's IPO in HK or the US, needing to set up offshore family trusts in advance to hold company equity, achieving separation of founder wealth from corporate risk while enjoying capital gains tax exemptions.
Old-Money Families with Complex Inheritance Needs
Facing complex marriages, multi-national children, and potential debt risks, needing to lock in core family assets through structured financial tools to ensure seamless cross-generational wealth transfer according to their wishes.
Confidential Custom Process Timeline
Asset Penetration & Tax Diagnosis
Signing high-level NDAs, international CPAs conduct a deep audit of your current global asset structure and potential tax exposures.
Trust Deed & Architecture Blueprinting
Licensed offshore trust lawyers draft customized family charters and letters of wishes, establishing the optimal combination of jurisdictions.
Entity Formation & Private Bank Activation
Completing trust establishment and underlying holding company registration, and opening Swiss or SG private bank channels for official asset injection and isolation.
Activate Your Private Wealth Firewall Today
Tax and asset planning should always precede acquiring a new identity. Contact our licensed CPAs and trust experts today.
🔒 Book a Private Wealth Health Check