From the current market family trust trust company specific business type, can be summarized into four categories of services: in a narrow sense of Finance and investment, focus on wealth increment; two is the property inheritance, meet the high net worth clients wealth risk isolation and inheritance demand; three is the service of public trust, help customers achieve better to serve the society and other public welfare goal; four is the wealth protection, such as providing the core asset allocation, tax planning, property isolation and estate planning consulting service to customers.
The family trust is to the family wealth management, inheritance and protection for the purpose of the trust, the content includes the implementation of comprehensive management of family assets and liabilities to asset management, portfolio investment and other financial services, the more important thing is with many wealth transfer, estate planning, tax planning, children education, family governance, charity the service etc.. The embryonic form of the family trust can be traced back to the ancient Rome empire. From the overseas experience, family trust is an important financial tool for long-term planning and risk isolation of family wealth, its establishment is mainly used for solving the transgenerational inheritance of property, especially for the family owned enterprises rich people realize the family ownership transfer and effective management, smooth. A lot of rich people also borrow the family trust to solve many potential risk of property loss problems, such as the problem of operational risk, excessive consumption of children and marriage changes etc.. The Rockefeller family, Walton family by family trusts the successful implementation of the inheritance of family wealth and career. Many entrepreneurs in the family trust holding enterprises in Hongkong province of China, Hongkong 216 listed family company, 1/3 of the enterprises in the form of holding family trust. At present in China, the family wealth management and inheritance is a thorny problem the first generation of successful entrepreneurs need to solve urgently, for ultra high net worth clients in financial institutions, financial services, family trust gradually showed strong market demand. The depth of the mining advantage of trust system, meet the family wealth management needs, has a great market prospect.
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