我们的服务流程
Our Process
服务流程
Our Process
初步咨询
Initial Consultation
了解客户需求、目标及现有资产状况，提供初步建议。
Understand client needs, objectives, and existing asset positions. Provide preliminary recommendations.
方案设计
Solution Design
根据客户具体情况，设计度身订造的信托或企业架构方案。
Design bespoke trust or corporate structure solutions tailored to the client's specific circumstances.
合规审查
Compliance Review
进行客户尽职调查（CDD）及反洗钱（AML）合规检查，确保符合香港监管要求。
Conduct Customer Due Diligence (CDD) and Anti-Money Laundering (AML) compliance checks to ensure adherence to Hong Kong regulatory requirements.
架构设立
Structure Establishment
草拟信托契约或公司章程，完成法律文件签署及资产转移。
Draft trust deeds or corporate articles, complete legal document execution and asset transfer.
持续管理
Ongoing Administration
提供持续的信托管理、会计、税务规划及受益人联络服务。
Provide ongoing trust administration, accounting, tax planning, and beneficiary liaison services.
定期检视
Periodic Review
定期检视信托架构，因应法规变化及客户需求调整方案。
Regularly review trust structures and adjust solutions in response to regulatory changes and evolving client needs.