未來屬於那些有作出規劃的人。在規劃您的財富傳承或保障您的資產時,考慮成立信託或慈善基金會永遠不會太早。想要設立家庭信託來保障您的摯愛,為員工設立利潤分享計劃或成立慈善基金會?我們擁有作為您的受託人所需的知識和經驗。
了解有關信託的更多資訊
了解有關信託的更多資訊 – 我們的視頻
了解有關信託的更多資訊 – 我們的視頻
為什麼選擇瑞銀作為您的受託人?
作為領先的全球財富管理機構*,我們結合全球專業與本地的專業知識,為您的財富管理需求提供全面建議。我們竭誠助您為您的子孫後代建立持久的傳承。
作為您的受託人,我們提供有關遺產規劃、稅收優化、建立慈善基金會、信託資產財富管理和信託管理的建議。我們會根據您的情況提供全面的解決方案,助您保障您的家族財富。
*基於公開數據。
我們的信託公司如何運作
我們在澤西島(海峽群島)、巴哈馬、開曼群島和新加坡擁有獲得完全許可的信託公司。我們的信託公司是UBS AG的100%子公司,信託專業人員遍佈各地,是我們財富保護解決方案的一部分。
我們的受託人可以持有各種形式的現金、證券、結構性產品和其他可融資資產。即使您擁有多個銀行關係,我們也可以通過在第三方銀行持有可融資資產來滿足您的信託需求。在某些情況下,我們的信託公司還可以持有房地產等非銀行資產。
在瑞銀設立信託的好處
量身定製的信託解決方案
我們將與我們的信託顧問一起討論您的優先事項和擔憂,然後與您的法律和稅務顧問合作,設計和建立合適的信託。
持久的遺產
您的家族信託可以繼續持有您家族的財富,以造福您的孩子和子孫後代。您可以通過您的財富做出貢獻 – 許多慈善基金會都是以信託的形式成立的。慈善信託通常向慈善機構捐款或執行慈善任務。
您的資產受到保護
成立家族信託可以保障您的財富免受您無法控制的事件所影響,例如政治不穩定,還可以控制流向受益人的收入。這對於年幼且還不會管理金錢的孩子很有用。對於擔心孩子將來會離婚的父母來說,它也很有用。
節稅
在某些情況下,您的信託可能具有稅務效益,但須獲得相關司法管轄區合格的稅務顧問的建議。
如果情況發生變化怎麼辦?
您的受益人的需求可能會隨著時間的推移而變化,設立信託的人仕(委託人)可以定期與受託人討論這些需求。
某些司法管轄區的信託法允許委託人保留一些控制權,例如任命和罷免受託人以及管理信託的資產。根據您設立信託的目標,您若要保留某些權力可能並不合適。但是,如果可以保留一些控制權的話意味著我們可以使您的信託有足夠的靈活性,以滿足您不斷變化的財富保障或遺產規劃需求。
常見問題
作為受託人,瑞銀負責監督信託中的資產,以確保它們按照委託人的具體指示和目標進行處理。這包括管理信託資產,以及確保全面遵守法律和法規要求。
在英語世界,大多數慈善機構都是以信託的形式持有和管理資產的,用於慈善目的,以惠及特定事業或組織。這可以讓您支援慈善事業,以便您可以通過您的財富做出貢獻和產生持久的影響。我們可以幫助您設立符合您目標的慈善信託,並確保有效管理您的捐款。
遺產規劃的最佳信託將取決於您的具體目標和情況。瑞銀提供四種常見的信託類型:可撤銷信託、不可撤銷信託、全權信託和固定信託。我們建議您與我們的一位顧問聯繫,以進一步了解哪種類型的信託最符合您的遺產規劃需求和目標。
您的資金可能面臨風險。投資價值可跌可升,您可能無法取回原始金額。
瑞銀不提供稅務或法律建議。在獲取任何服務或進行投資之前,您應該諮詢您的獨立稅務/法律顧問以獲得具體建議。
您可能感興趣
聯繫我們
我們會與您攜手實現您的目標。
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