Trust

As high-net-worth clients increasingly seek asset preservation, protection, and global asset allocation, they are also placing greater concern on tax planning and inheritance for their children. Consequently, the demand for customized personal wealth transfer and asset protection solutions is growing tremendously. UniSky can tailor the most suitable wealth planning trust structure to meet your asset protection and allocation goals and needs.

1. Family Trusts
2. Insurance Trusts
3. Private Trust Companies
4. Family Offices

A trust is a legal arrangement where a trustee holds and manages assets on behalf of beneficiaries. It provides a mechanism to transfer and protect assets, control their distribution, and minimize taxes and probate costs. Trusts are established for various purposes such as wealth preservation, asset protection, estate planning, and charitable giving. They offer flexibility, customization, and confidentiality.

1) ConventionalTrust Model
RESTRICTIVE CONTROL
Trustee fully handles assets, which may limit settlors’ control, visibility, and ownership on assets.

LIMITED FLEXIBILITY
Predefined processes and policies, means less room for customization to unique requirements.

HIGHER FEE
Generally higher costs to implement and maintain the trust infrastructure and personnel.

2) HybridTrust Model:
EMPOWER SETTLORS
Settlors retain an element of control of the direction of the trust, allowing for more flexibility.

CUSTOMIZABILITY
Tailored trust wealth and asset management services to achieve each clients’ specific needs.

COMPETITIVE FEE
Competitive fee structure from innovative and differentiated solution.

*Asset Isolation: Once a trust is established, the trust assets do not belong to the settlor. If the settlor incurs debt disputes due to credit and guarantees, the trust assets are not subject to creditor claims.
*Confidentiality: Trustees are not allowed to disclose trust information arbitrarily.
*Wealth Transfer: Effective inheritance, avoiding probate, allowing the settlor to formulate their own inheritance plan, and effectively preventing descendants from squandering, incurring debts, and facing marital risks.
*Tax Planning: By planning to optimize the tax structure of assets or deferring tax payments, the overall tax burden on family assets can be effectively reduced.
*Investment Planning: The settlor can appoint professional investment institutions to provide allocation and investment plans for the trust's financial assets, achieving asset appreciation.
*Orderly Distribution: Trustees manage assets according to the settlor's wishes, and the settlor can set investment and distribution terms and restrictions.

- Transfer of personal assets
- Professional trustees manage personal assets, reducing personal asset risks
- Separation from company assets, enhancing asset protection

- Clearly designate beneficiaries
- Avoid complex legal procedures and high estate tax costs
- Ensure smooth inheritance of assets or businesses by descendants

- Long-standing trust services and trust management
- Ensure asset security
- Protect assets from potential debt impacts

- Education Trust
- Fixed Interest Trusts
- Reserved Power Trusts
- Standby Trusts
- Private Trust Companies
- Foundations

* Internationally certified, experienced trust and compliance professional team
* Tailored effective solutions based on asset types
* Comprehensive consideration of asset-related tax risks
* Integrated services from corporate to personal wealth transfer