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Estate Planning

Constant Synchronization and Permanent Inheritance

The protection and inheritance of wealth is a long and changing process. We always maintain close ties with investors and always pay special attention to their tax resident status, family members, permanent residence and assets, and always stand in their positions to flexibly use the financial instruments of different regions to control costs and build a comprehensive wealth protection and inheritance structure for them. We will regularly discuss the adaptability of current architecture with investors, fully consider the tax identities and residence of different family members and duly adjust the architecture in time so that their long-term needs can be met, the concept of investors and their families maintained and wealth inherited.

Our Services
Protection Planning
By standing in the position of investors, we can always keep up with the changes of information associated with the investors. We carefully select the offshore protection plans for them and provide comprehensive programs via reasonable cost accounting; and on a regular basis, we discuss with them the fitness of current protection and appropriateness of the structure and adjust the structure according to the changes in their tax identities and asset conditions, with a view to meet the investors’ requirements on long-term protection and inheritance.
Trust and Foundation
Trusts and foundations have both been very effective tools for the protection and inheritance of wealth, highly acclaimed by ultra-high net assets investors. Nautilus Family Office has the senior trust and foundation architecture attorneys, who can provide in-depth analysis based on investors’ family structure, asset status and future expectations, provide and implement a flexible, secure, and appropriate trust or foundation structure, and meanwhile assure effective isolation, risks reduction, real-time follow up and timely adjustment.
Available Jurisdictions: Bermuda, BVI, Cayman, Cyprus, Guernsey, HK, Labuan, Malta, Jersey, Samoa, Singapore, UK, USA.
Family Inheritance
The first generation is gradually stepping down from the historical arena, while the second generation begins to be at the helm of the enterprise. Under such a circumstance, how to properly complete the handover for comprehensive soft landing is a thorny problem confronting many entrepreneurs nowadays. Nautilus Family Office is willing to discuss and interact with investors, to provide professional advice on the enterprise architecture, domestic and overseas assets allocation, overseas architecture, family assets management, etc. from an expert’s point of view, and assist investors to gradually improve a series of soft power and hard facilities, such as family constitution, asset management architecture, etc.