Zetland Held a Successful Wealth Management Sharing Meeting with Tianyuan Law Firm and Zhongrong Trust Family Office

On June 19th, 2019, Zetland Fiduciary Group Limited, together with Tianyuan Law Firm and Zhongrong Trust Family Office, held the family wealth management sharing meeting by the beautiful West Lake. Many professionals from the banking, legal and investment industry were invited to have in-depth and extensive exchange on topics such as wealth planning and inheritance in the context of internationalization, trust structure, foreign trusts in China, governance of family enterprises and cross-border tax planning.

At the meeting, Ms. Phoebe Luo, the General Manager of Zetland Fiduciary Group Limited in China, analysed recent cases in line with the current offshore trust architecture. The paper explained in detail the role that offshore trusts can play in succession and tax planning, asset integration, management and preservation of property as well as exploring mainstream banking trust structures and cases.



Ms. Phoebe Luo also discussed the issue of CRS and the consequences of improper reporting by a trustee, who is often thought of as the core of the trust. She analysed newly implemented economic substantive laws and relayed responses to CRS from the viewpoint of the professional offshore trustee using case study.

Zetland Fiduciary Group Limited will continue to work with professional institutions to organise informative forums discussing issues such as trusts, tax, law and investment across the country. Zetland Fiduciary Group Limited welcomes a wide range of professional institutions to join hands to provide the highest quality services to high net worth clients in an open manner.

For more information, please feel free to contact us via email shanghai@zetland.biz / beijing@zetland.biz or call us at +86 21 64272930

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