May
Multi-generational family trust planning
提供的服务
Trust & Fiduciary
Succession Planning
客户背景
May is a mother of 3. She has a globally diversified portfolio that includes real estate, financial investments and art collections. As both her family and wealth continue to grow, May wishes to establish a sustainable succession planning structure that ensures asset protection, compliance, and long-term family continuity.
客户目标
To build a solid, long-term structure that secures and transfers family wealth safely.
Assets are spread across multiple regions, lacking unified management and oversight.
Seeks to create a cohesive family framework to safeguard and transfer wealth to the next generation.
我们量身定制的解决方案
A trust structure is the ideal solution for May. Oakcean selected an international trust company and the jurisdiction best suited to May’s needs.
The trust deed was drafted with a clear beneficiary schedule to protect the long-term interests of all children. Oakcean also maintains an ongoing relationship with the appointed trust company for smooth communication and continuous oversight. The existing portfolio is settled into the trust.
成果（迄今为止）
The trust structure secures the independence and safety of the family’s wealth.
Assets are transferred compliantly and efficiently to the next generation.
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