How much does it cost to set up a trust?

How much does it cost to set up a trust?

The most common question we receive from clients is, “How much does it cost to set up a trust?” Trust fees are mainly divided into two parts: One-time Setup Fee and Annual Management Fee. The size and complexity of the trust will affect the fees. However,...
Which Wealth Succession Tool is Suitable for me?

Which Wealth Succession Tool is Suitable for me?

Wills, insurance, and trusts are all among the tools used for estate planning, but they cannot entirely replace each other.Based on different situations and needs, some individuals may choose to utilize one or even multiple succession tools. Features of various wealth...
Three stages of a Trust💡

Three stages of a Trust💡

Before Trust Setup What objectives do you want to achieve through a trust? Succession planning Asset Growth/Protection Tax Planning Life protection for loved ones Charitable Purpose You may need to consider… Your own and the beneficiaries’ status (nationality,...
Worried about the privacy of your investment?

Worried about the privacy of your investment?

As advocating for economic independence and investment diversification have become more popular in recent years, many people focus on the privacy of their investments and may not even want their family to know how much investment assets they have. However, they are...