“Trust is earned through time.”
A declaration of trust is Usually a legal document Indicating a property/ asset is being held for the benefit of another person or individuals The trustee receives the asset and arranges the property as well as designated assets such as cash and securities into a trust An appointed trustee such as an individual or financial institution …
Thank you HKICS for inviting VISTRA to speak at the HKICS Workshop where I’ve represented to share practical tips and training on “Pre-IPO trust planning and Employee Stock Options Planning” amongst other topics presented by other Professionals such as Listing Corporate Governance, Tax Planning considerations etc. which we hope to have enlighten the attendees with …
Concluded a meaningful event conference where I had the honour to speak and share my experiences on the understanding of key drivers in asset protection where my area of sharing was on development of wealth structures as well as regulatory and tax pressures. A big thank you to everyone who was there and to my …
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A FGT is used to describe a trust established by a Grantor, a non United States (“US”) person to benefit US beneficiaries. For US Federal tax purposes, the Grantor will still be regarded as the owner of the FGT’s assets in his/her lifetime. The Grantor would normally be exempted from US tax on non- US …
To attract and retain key executives in the company, employer can use company shares / options as incentives to encourage loyalty and commitment of core members, which commonly known as 'Employee Benefit Scheme'. An Employee Benefit Trust (EBT) can be setup anytime (usually recommended established before listing or funding event) in holding shares / share …
Linkedin Power Profiles 2018 HongKong Honored to be featured in this year's Linkedin Power Profiles 2018 HongKong. Many thanks to Linkedin for the award and prize. For more information.
Are you planning an IPO? With the backdrop of a strong Asian economy driving IPO activities, the focus of business owners planning for an IPO tends to be on the advantages that a successful listing can bring to the company. The importance of personal wealth planning is often neglected. Whether the aim of an IPO …