Global Tax Transparent Compliance Trust Structure Trend and US Investment Environment

The theme of “Global Tax Transparent Compliance Trust Structure Trend and US Investment Environment” was successfully held 

On March 1, 2019, Zetland Fiduciary Group, in collaboration with the Nautilus Family Office, co-organized a private event with the theme of “Global Tax Transparent Compliance Trust Structure Trend and US Investment Environment”.

This private event was held at the Grand Hyatt Beijing Hotel, with the professional attendees working in the fields of banking, law, and investment areas to communicate about the conduction of offshore compliance in terms of compliance under an environment of global tax transparency, and the allocation of the underlying trust assets once the trust structure completely set up.

Ms. Phoebe LUO, General Manager, China from Zetland Fiduciary Group analyzed the current status of tax transparency and the impact of China's high net worth individuals under FACTA and CRS, Chinese new Individual Taxation law and its implementation regulations. Ms. Phoebe LUO also introduced the offshore trust and the overseas structure of the company in this tax environment. At the same time, she shared a detailed introduction and case sharing of the offshore compliant tax optimization program and the classic offshore trust architecture design under CRS & FATCA.

In the ends, Ms. Phoebe LUO analyzed the common response to CRS in the current market from the perspective of the trustee at the core of the trust, and demonstrated the professional offshore trustee to the participants with the actual case experience of many years of experience.

After the sharing of the offshore trust structure, Mr. Kai TIAN, the founder from Nautilus Family Office, and Ms. Even YANG, Managing Partner, shared their views on how to invest in the trust property, how to choose the type of assets and the US investment environment.

Mr. Kai TIAN worked for the first vice president team in Merrill Lynch Private Bank, is specializing in wealth management, asset allocation and tax planning for high net worth individuals. He shared his experiences in the investments on securities, real estate, insurance, funds and other wealth allocation methods, and highlighted the common misunderstandings of investors and supplemented by case studies.

The private event lasted over four hours. After the Q&A session, the guests took the opportunity to fully communicate with two speakers.

Due to the good feedback from this event, Zetland Fiduciary Group will continue to organize a series of events with professional institutions in the areas of trust, legal , taxation, financial investment and other professional firms.

Zetland Fiduciary Group warmly welcomes to cooperate with more professions and to provide the best services for HNWIs

For further information, please feel free to contact our Shanghai office via email / +86 21 64272930, or Beijing office via email / +86 10 65670676 ext.22.

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