As the economy continues to develop, Chinese high-net-worth individuals (HNWI) are beginning to look beyond the immediate generation of wealth and toward finding effective means to protect their fortunes and the future of their families.

At Yuanda, our Private Client Services team assists HNWIs, as well as ultra-high-net-worth individuals (UHNWIs) and their families with trust arrangements, tax planning, matrimonial issues, generational wealth transfers, corporate advisory, financial legal guidance, and advice on private charitable foundations, both inside and outside China.

Through our strategic alliance with Winston, we offer a global practice that takes advantage of the most up-to-date developments in wealth management and provides timely advice on international estate planning and investments to achieve maximum tax savings for our clients. We craft optimal asset management plans tailored to our clients’ needs and, while making full use of the preferential trust laws in different jurisdictions, ensure the plans are enforceable under PRC laws and regulations. In addition to managing family wealth through instruments such as wills, trusts, insurance, powers of attorney, and pre- and post-nuptial agreements, we draft family constitutions, establish financing and investment commissions and other wealth management options, and use trust arrangements for Chinese family businesses to achieve stock listings overseas.

Our lawyers also provide legal advice on immigration, purchase of properties overseas, the education of children and dependents abroad, and matrimonial, inheritance, and adoption issues. We also act for clients in court proceedings when disputes over estates arise in case of divorce or death.