Private Trust

Private Trust

Private Trust

Business succession and wealth planning are critical to high net worth individuals, with managing risks arising from unexpected events such as changes of marital status and health issues as the key challenges in preserving wealth. Along with globalization of assets, wealthy individuals allocate assets across multiple jurisdictions and regimes. There is high demand for constant evaluation and customized solutions. For clients wishing to protect their business and family assets across generations, SWCS offers customized wealth planning trust structure in order to fulfill your needs and mitigate potential risks.

Benefits of Trust

Transfer of personal assets

  • Personal assets managed by professional trustee
  • Mitigate risks from personal assets
  • Segregate risk from business and increase the level of asset protection

 

Safe Heritage of Assets (estate and succession planning)

  • Clear designation of beneficiaries
  • Avoidance of complex legal procedures and high cost on probate
  • Enable Successors to inherit the assets or businesses smoothly

 

High Level of Confidentiality and Protection

  • Long standing history of trust services and trust jurisdictions
  • Ensure the safety of heritage assets
  • Protect assets against the impact on potential liabilities

Our areas of expertise

  • Discretionary Trust
  • Fixed Interest Trust
  • Reserved Power Trust
  • Standby Trust
  • Private Trust Company
  • Foundation

Why SWCS?

  • Experienced local expertise with global capabilities
  • Customized solution to your requirements
  • Bespoke wealth and asset protection structure
  • Ongoing follow-up on the status of trust assets