Wealth Management & Succession

Wealth Management & Succession

Inheriting Hylands’ tradition of steady development, the wealth management and inheritance practice has built a lawyer team featuring full-range collaboration, professionalism and high efficiency based on the characteristics and needs of individual cases. Through long-term practice, it has carefully accumulated experience and professional knowledge, forming a complete and mature service system. By gaining an in-depth understanding of clients’ asset status and listening to their expectations and needs, the professional team provides wealth protection and inheritance consulting services, formulates customized solutions, and makes timely adjustments according to the needs of clients (individuals or families) and changes in objective circumstances.

The service scope includes providing legal services related to property management planning and inheritance, affair execution, trust services, and comprehensive resource coordination for families, family businesses, and high-net-worth individuals with assets in China. Specific services cover: overall planning solutions for various asset types (such as equity, real estate, artworks, intellectual property, and virtual assets), family trusts, family and corporate philanthropy planning & charitable trusts, wills & testamentary trusts,estatemanagement, isolation of family business property risks and marital property risks, and family governance structures. Currently, the Wealth Management and Inheritance team has established long-term and stable cooperative relationships with asset management institutions, banks, insurance companies, trust firms, immigration agencies, study-abroad consultancies, property purchase services, notary offices, and law firms in major developed countries and regions worldwide. It can provide extensive and multi- dimensional legal services based on client needs.

Hylands’ team has served many well-known domestic and foreign families and family businesses, accumulating rich practical experience. It has repeatedly won honors such as Chambers’ “Leading Law Firm in Family Wealth Management and Inheritance”, China Business Law Journal’s “Excellent Law Firm Award”, and LEGALBAND’s “Leading Law Firm in Wealth Management”.

Services

  • High Net Worth Individuals’ Marriage and Family Litigation and Related Legal Services
    ● Domestic：
    Matrimonial litigation and inheritance litigation; handling of entrepreneurs’ marital crises and family crises; resolution of custody disputes and personality right disputes.
    ● Cross-border：
    Cross-border matrimonial litigation and inheritance litigation; handling of cross-border estates.
  • High Net Worth Individuals and Family Series Specialized Legal Services
    ● Domestic：
    Risk prevention and asset preservation: Personal and family wealth suitability assessment; personal and family financial asset investment legal risk prevention; personal or family domestic real estate, intellectual property, equity, artworks, jewelry, virtual assets and data asset management planning and risk prevention; family member marriage agreements and asset preservation plans.
    Trust design and execution: Family member wills, testamentary trusts, estate management; family trust, equity trust, artwork trust and other property interest trust design and execution management; insurance policy and insurance trust succession plan planning; special needs trusts for special populations.
    Others: Voluntary guardianship, testamentary guardianship arrangements; personal tax planning; private lawyer.
    ● Cross-border：
    Personal or family overseas asset allocation and identity planning; cross-border asset transfer; immigration property transfer; cross-border inheritance property transfer.
  • Family Enterprise Series Specialized Legal Services
    ● Domestic：
    Family business risk assessment and establishment of risk control systems; design and planning of family business equity and governance structures; pre-IPO planning for family businesses in China; family business tax structure planning; family business philanthropy planning, and tax planning for equity and in-kind donations; end-to-end legal services for family businesses to establish and operate private non-enterprise units; strategic advice on CSR (Corporate SocialResponsibility) for non-listed family businesses and ESG (Environmental, Social, and Governance) governance for family businesses preparing for IPO; legal counsel services for family businesses;
    ● Cross-border：
    Pre-overseas-IPO planning and equity structure design for family businesses; design and execution of cross-border equity trusts.
  • Family Wealth Management Comprehensive Project Services
    ● Family wealth management legal services：
    Family wealth risk and suitability assessment; family wealth management and succession overall planning plan and execution; family public charity, enterprise CSR, enterprise ESG overall planning and execution; artwork management and succession planning and execution.
    ● Other family series legal services：
    Family governance structure establishment; family constitution formulation; family fund establishment and operation; family charity path planning, charity trust construction establishment and operation; family legal counsel.

Professionals

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Cases