02 / Services

Family trust advisory

Asset isolation · succession · Hong Kong common-law structure

Around Hong Kong common law and Yangtze Trust-related capabilities, we advise on flexible, secure and private trust structures for asset isolation, intergenerational succession and privacy. Trust accounts can hold policies, securities, property and more.

What a family trust solves

One structure, covering many needs along the succession chain

Preservation & growthWealth successionTax structuringAsset privacyRetirement planningEducation for the next generationAsset isolationRisk control

Trust accounts at a glance

Manage many asset types centrally under one trust structure

Currency account
Multi-currency custody, global send and receive
Securities account
Equity custody, HK and US stocks
Fund & securities account
International fund and securities trading, multi-currency custody
Insurance account
Policy custody, Hong Kong and overseas insurance
Digital asset account
Compliant trading, custody and exchange across digital assets and currencies
Alternative asset account
Shares, real estate, private jets, luxury cars, art and antiques

A new generation of Hong Kong trust

  1. 01

    No need to travel abroad to open accounts

    Multiple ways to fund it, with an online process.

  2. 02

    Centralized management via fintech

    Manage all your accounts and assets through a single entry point.

  3. 03

    Independent bank supervision

    Assets are independently supervised by the bank, with orderly operation and clear accounts.

  4. 04

    Open Hong Kong accounts at the same time

    Open Hong Kong banking, securities and credit-card accounts at the same time.

  5. 05

    An asset firewall, with a lower threshold

    A first structure for offshore allocation, lighter to set up.

Technology-enabled trust management

Digital management system

Digital systems and blockchain custody improve asset transparency and operational efficiency.

“AI Sentinel” risk control

An around-the-clock intelligent system monitors in real time, aware of the smallest changes in assets.

Companion accounts & cards

A companion “Yangtze Trust” app and VISA card bring assets under central management.

Trust solutions are provided under a Hong Kong common-law structure with partner trustees; this page is advisory, with specifics following the formal trust deed and legal advice.

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