Our Services

✅ Family Trust & Structure Planning

• Family trust establishment and structural design

• Trustee company structuring

• Coordination across family entities (companies, LPs, overseas structures)

• Trust review, compliance, and long-term administration
  
  

✅ Tax Planning & Financial Secretary

• Tax optimization strategies for families and businesses

• Tax assessment for asset holding structures

• Annual tax planning and reminders

• Financial secretary services (document management, legal coordination, audit support)
  
  

✅  Investment Strategy & Asset Allocation Coordination

• Investment structuring (trusts, companies, partnerships)

• Domestic and international asset allocation coordination

• Real estate investment structuring and financing planning

• Coordination with third-party fund managers and brokers
  
  

✅ Family Governance & Succession

• Family charter and value clarification

• Organization and record of family meetings

• Inheritance planning and intergenerational transfer strategies

• Next-generation financial literacy and wealth education programs
  
  

✅ Overseas Development & Cross-Border Coordination

• Asset coordination for overseas family members

• NZ-China cross-border asset and tax management

• Support for overseas trusts, companies, and bank accounts

• Advisory for international property and investment structuring

Ideal Clients

Trustsure Family Office is well-suited for:

• High-net-worth families

• Families with established or planned family trusts

• Complex corporate structures or cross-border asset allocation needs

• Families seeking next-generation education, governance, and intergenerational wealth planning

• Clients who want a professional team to manage long-term family affairs and wealth architecture

我们的服务

✅ 家庭信托与架构规划

• 家庭信托设立与结构设计

• 受托人公司架构规划

• 跨家庭实体（公司、LP、海外结构）之间的协调

• 信托审阅、合规与长期维护
  
  

✅ 税务统筹与财务秘书

• 家庭及企业税务优化策略

• 资产持有结构的税务评估

• 税务年度计划与提醒

• 财务秘书服务（文件管理、法务文件协调、审计配合）
  
  

✅ 投资策略与资产配置协调（非持牌建议范围内）

• 投资架构设计（信托、公司、合伙结构）

• 海内外资产配置协调

• 房地产投资架构搭建、融资统筹

• 第三方基金经理与经纪人的协调管理
  
  

✅ 家族治理与传承

• 家族宪章（Family Charter）与价值观梳理

• 家族会议组织与记录

• 继承规划与世代交接策略

• 教育下一代的财务与资产认知（Next-Gen Program）
  
  

✅ 海外发展与跨境协作

• 海外家族成员资产统筹

• 中新跨境资产与税务协调

• 海外信托、公司与银行账户的管理支持

• 海外置业与投资的架构咨询

为什么选择 Trustsure？

专业核心团队

结合信托架构、税务统筹、企业管理与房地产投资的多领域专家，为你提供全方位解决方案。

私密与独立性

我们保持独立于任何金融机构，不销售产品，只为客户利益而行动。

长期陪伴式服务

作为您家族的长期合伙人，Trustsure Family Office Advisory 以十年+为单位规划架构与策略，陪伴客户成长与传承。

中英文双语能力·服务华人家庭

深刻理解华人在新西兰的家庭结构、商业模式与跨境资金特征，提供文化与沟通全面适配的服务。