我們的服務流程
Our Process
服務流程
Our Process
初步諮詢
Initial Consultation
了解客戶需求、目標及現有資產狀況，提供初步建議。
Understand client needs, objectives, and existing asset positions. Provide preliminary recommendations.
方案設計
Solution Design
根據客戶具體情況，設計度身訂造的信託或企業架構方案。
Design bespoke trust or corporate structure solutions tailored to the client's specific circumstances.
合規審查
Compliance Review
進行客戶盡職調查（CDD）及反洗錢（AML）合規檢查，確保符合香港監管要求。
Conduct Customer Due Diligence (CDD) and Anti-Money Laundering (AML) compliance checks to ensure adherence to Hong Kong regulatory requirements.
架構設立
Structure Establishment
草擬信託契約或公司章程，完成法律文件簽署及資產轉移。
Draft trust deeds or corporate articles, complete legal document execution and asset transfer.
持續管理
Ongoing Administration
提供持續的信託管理、會計、稅務規劃及受益人聯絡服務。
Provide ongoing trust administration, accounting, tax planning, and beneficiary liaison services.
定期檢視
Periodic Review
定期檢視信託架構，因應法規變化及客戶需求調整方案。
Regularly review trust structures and adjust solutions in response to regulatory changes and evolving client needs.