Establish Family Office Trust with UTGL and Enjoy a variety of available default tools:
(1) Global Custodian Account (Segregated SPV and bank account) (2) Offshore Digital Assets Custodian Account (only accessible by authorized registered account holder) (3) Asset-linked Credit Card (4) Basic Interest Income Generation Tool (5) Global Compliance Payment System (requires submission of billing information) (6) Access Global investment management institution (Allow you to invest in global stocks, funds, bonds and other financial products) (7) Holding Non-financial assets (property, vehicles, luxury goods, etc.) (8) Access our Professional service provider network. (legal, accounting, recruitment, corporate secretarial, etc.)
The advantages of setting up a Family Office Trust
A family office trust is a trust structure managed by a family office and assisted by a professional trust company to ensure its legality and effectiveness. The family office is responsible for managing the family's assets and properties, including wealth inheritance, property distribution, and investment strategies. A trust committee may also be established to manage and supervise the operation of the trust, ensuring fairness and transparency.
This trust structure can help family members unify the management of their assets and protect them from outside interference. It can also be used for tax benefits, protection from potential lawsuits, management of family businesses, and family wealth inheritance.
Tax benefits In appropriate situations, a family office trust can obtain tax benefits, such as pre-tax deductions or post-tax deductions.
Protection of assets from lawsuits A family office trust can separate the family's assets and properties from the personal assets and properties of family members to prevent them from being seized.
Management of family businesses A family office trust can help family members unify the management of the finances and operations of family businesses and ensure their long-term stability and independence.
Securing the assets of family members A family office trust can ensure the security of the assets of family members and guarantee that they can receive the benefits of their assets in appropriate situations.
Family wealth inheritance Family members, whether parents, siblings, children, or even unborn generations, can be designated beneficiaries and enjoy the highest freedom and stability.
Basic service includes
Trust type: Revocable / Irrevocable trust
Purpose: Family Corporate Management Family Wealth Inheritance Global Tax Planning Family Asset Protection Flexible Financial Management (regular deposits and digital asset staking) Global investment (stocks, funds, bonds) Non-financial assets safe custody (property, vehicles, luxury goods, etc.)
Trust confidentiality: Very Strong
Types of Asset to be held : Cash, digital assets, stocks, funds, bonds, insurance, precious metals, property, motor vehicle luxuries and art pieces etc.*
Number of Beneficiaries Setting: Unlimited
Monthly Trust Distribution Amount per beneficiary: 100,000 USD
Prestigious Complimentary Services : Segregated SPV and bank accounts Professional recruitment services (accountants, lawyers, fund managers, etc.) Customized trust Deed tailored to your needs Up to 5 asset-linked credit cards Real-time online group chat support (telegram)
For more details on beneficiary setting and payout rules, please refer to the following page:
Required Legal Documents
(1) Basic trust agreement (2) Beneficiary terms (3) Authorization to activate different financial institutions (POA)
Establishment Requirement
(1) Can only be held in one person's name (2) Valid identification document (no nationality requirements) (3) Valid address proof (4) Phone Number and Email Address (5) Bank statement issued within 3 months or any other wealth Proof and/or source of Income
Family Office Trust Setup Fee
Setup fee: USD 100,000 plus professional Hours
Monthly fee: Please contact us
Details of Professional Service Fees :
Asset-linked Credit Card ( Additional Card )*
Virtual Online Credit Card (Additional Card) Application Fee: Waived Overseas Transaction Rebate: 0%
Platinum Physical Credit Card (Additional Card) Application Fee: Waived Overseas Transaction Rebate: 1.5%
World Physical Credit Card (Additional Card) Application Fee: Waived Overseas Transaction Rebate: 2.5%
World Elite Physical Credit Card (Additional Card) Application Fee: Waived Overseas Transaction Rebate: 4%
World Elite Metal Physical Credit Card (Additional Card) Application Fee: 1200 USD Overseas Transaction Rebate: 5%
*Each Trust Account can apply for up to 4 additional cards
Detail Fees Schedule
Waiver Conditions
Setup Fee :
The setup fee will be waived if the client (settlor) injects 10,000,000 USD or more when they set up the trust or maintain a current balance of 10,000,000 USD or more. *
Monthly fee: Please contact us.
*(The balance of current assets only includes cash and Digital assets (excluding NFTs))
