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Wealth Inheritance
Professional wealth inheritance planning services
Service Introduction
We provide comprehensive wealth inheritance planning services, covering legal framework design, tax optimization, and document compliance. We help clients achieve cross - border compliance and framework design to ensure the effective inheritance of family wealth.
Service Content
- Legal framework design (family trusts, life insurance trusts)
- Tax optimization (cross - border inheritance tax planning, gift tax avoidance)
- Document compliance (dual certification of wills in China and Australia, drafting of cross - border powers of attorney)
- Wealth protection plans (risk management and asset protection)
- Establishment of next - generation education funds (planning for children's education funds)
Case Studies
Case of Combining Cross - Border Will Certification and Trust
Investor Mr. Li, a Chinese national in Melbourne, owns real estate in both China and Australia. Through the combination of a “Chinese will + Australian trust”, he avoided inheritance disputes caused by legal differences between the two countries and distributed his assets as he wished.
Frequently Asked Questions
Contact Us
If you have any questions about our service or would like to learn more details, please feel free to contact our customer service team.