Location: Expertise / Family Wealth Management and Succession
Family Wealth Management and Succession

Global Law Office (“We”) has one of the leading Chinese family wealth management and succession teams. Relying on our abundant experience and comprehensive expertise in trust, insurance, tax, banking & finance, capital markets, inbound/outbound investment & financing, real estate, marital and family matters, as well as mediation and dispute resolution, our legal team can provide high-net-worth individuals and families with multi-jurisdictional, comprehensive, high-standard and effective family wealth management and succession legal services. Our professional lawyers are specialized in delivering precise and customized service solutions based on complex de facto control, tax, and inheritance needs. We are able to advise on the technical segregation of assets, tax structuring, and ensuring the security and stability of inheritance wealth. To meet the individual objectives of our clients, our team can help facilitate flexible arrangements across different countries and jurisdictions.


We also work with various trust companies, banks, insurance companies, wealth management institutions, and family offices to provide comprehensive, customized, and one-stop private wealth management services to our clients.

Our main services and areas of representation include:


1. Marital wealth planning

  • Marital risk assessment
  • Marital risk isolation
  • Prenuptial agreement drafting
  • Domestic and foreign marital arrangement
  • Marital crisis intervention and mediation

2. Family wealth inheritance

  • Family asset management and affirmation
  • Domestic and foreign assets inheritance risk assessment
  • Succession planning and design
  • Wills consultation and formation
  • Other foreign and domestic succession tools

3. Family trust services

  • Trust asset planning
  • Family trust transaction structure design
  • Family trust document formation
  • Trust protector/monitor

4. Family business governance

  • Family business risk segregation
  • Family business succession planning
  • Family business equity structure design
  • Family business employee incentive plan
  • Family business dynamic partnership equity structure design
  • Family business charter design

5. Tax planning

  • Tax resident status planning
  • Individual income tax planning
  • Corporate tax planning
  • Investment and M&A tax planning
  • Wealth succession tax planning

6. Philanthropy

  • Philanthropy donation planning
  • Philanthropy foundations and governance structure design
  • Philanthropy trust establishment and governance structure design

7. Insurance and life insurance trust

  • Domestic and foreign insurance planning
  • Life insurance trust transaction structure design

8. Family office (FO)

  • Family Office setup and governance structure design
  • Family Office tax optimizing
  • Family Office compliance management
  • Family Office business risk assessment
  • Full range of legal services for clients engaged by family offices

9. Global management

  • Overseas investment, immigration investment planning
  • Cross-border family wealth succession plan design
  • Global tax status planning and tax preparation
  • Foreign exchange control compliance advisory
  • Application for confession and execution of foreign judgments and rulings

Representative Deals

  • Advised CITIC Trust and Dajia Health and Elderly Care Industry Investment Management Co., Ltd (大家健康养老产业投资管理有限责任公司) on landing the first community direct payment elderly care service trust
  • Advised Taiping Life Insurance Co.,Ltd on establishing Taiyang Heritage (泰阳传世家族) Family Wealth Management Office (the first family wealth management office established by a large state-owned life insurance company in China)
  • Advised a high-net-worth individual client on family wealth management matters
  • Advised a high-net-worth individual client on tax planning, business management structure design, and wealth succession through will and trust formation
  • Advised a high-net-worth individual client on developing and implementing a testamentary trust plan
  • Advised the actual controller of a listed company on family trust design and tax planning
  • Advised the actual controller of a listed company on family trust design and establish property rights trust through stock income rights
  • Advised a high-net-worth client on a wealth succession plan, corporate structure design, family charter creation, family trust establishment, and an organic link development between family governance and corporate governance
  • Advised a high-net-worth individual client on the disposal of property and cash in China through wills and notarization
  • Advised a high-net-worth individual client on the will review and notarization
  • Organized wealth management lecture series for high-net-worth individual clients of several financial institutions (ongoing)
  • Collaborated with the family office and philanthropy social work organization founded by Sichuan Benevolence Medical Foundation to set up a special service trust to provide and implement wealth succession solutions for dozens of families with mentally challenged children (ongoing)
  • Collaborated with China will registration center provide will planning and succession path design for high-net-worth individual clients
  • Collaborated with China Life, Taikang Life, and other insurance companies to provide long-term legal advice and wealth management lecture series for high-net-worth individual clients

Media's Evaluation

With its international expertise, Global Law Office lawyers are particularly adept at handling cross-border tax issues for high-net-worth individuals. More broadly, this practice advises on matrimonial and inheritance disputes, estate planning, family trusts and insurance, and succession matters.

——The Legal 500 Asia Pacific

Global partners co-lead the firm's practice, specializing in wealth management and private client tax planning, with experience in investment-related matters and dispute resolution.

——The Legal 500 Asia Pacific


Awards & Rankings

  • 2023-2024, Recommended firm in Private Wealth, The Legal 500 Asia Pacific
  • 2021-2022, Nominated in Wealth Management Law Firm of the Year, Asian Legal Business
  • 2022, Nominated in Wealth Management Law Firm of the Year: East China, Asian Legal Business
  • 2021-2024, Recommended firm in Private Wealth Management, LEGALBAND