Personalized, Visual Trust Planning for every client
Trust Planning Made Easy
All-in-one: Unlimited Will, Trust and Directives, valid in Hong Kong
Family plan, no extra fee: Each individual can create their own plan.
Smart Digital Vault: Easily organize your digital life and legacy.
Best value on the market: It’s never been easier to get more, for less.
Complete Trust Management. All Your Needs, One Powerful Plan.
An all-in-one plan that makes it easy to protect your physical and digital assets, provide clear instructions on how you want to be cared for, and name guardians for your children and pets. Finish everything in minutes.
Will Trust
A will trust is created through a will, specifying how your property should be managed, distributed, and used after your death. The trust becomes effective when the will is executed, transferring the property to a trustee who handles it according to your instructions.
Function:
1. Flexibly and comprehensively realize the testator’s property inheritance wishes.
2. Ensures that the inheritance rights of the beneficiaries of the will will not be transferred by the guardian.
3. Prevent beneficiaries from squandering assets after inheriting an inheritance.
Family Trust
A family trust refers to a trust company managing your property and realizing the inheritance of your property in accordance with the provisions of the trust contract. Since you and your family members are the beneficiaries, it is called a family trust.
Function:
1. Avoid conflicts over property that disrupt family harmony and ensure a worry-free life for your offspring.
2. Avoid risks arising from family members due to divorce, bankruptcy and other changes.
3. Asset allocation to meet the needs of family property value preservation and appreciation.
4. Keep equity intact during family business succession.
Personal Trust
A personal trust allows you to designate a trustee to manage and distribute your assets based on your specific instructions. This setup ensures that your property and investments are handled according to your preferences, both during your lifetime and after your death.
Function:
1. You are the beneficiary of a personal trust and enjoy the trust assets and all the benefits they generate.
2. In addition to yourself, you can distribute all or part of the assets and the profits they generate to designated beneficiaries.
3. Isolate potential future property legal risks.
Not sure which is right for you?
Use the Wealth AI system to conduct trust plan evaluation. The evaluation process uses the AI Advisor to enjoy services, and no trust consulting fees are charged in this stage.
SIMPLE AND EFFORTLESS
We’ve got you covered every step of the way.
Each stage of your document is streamlined into an easy-to-follow, fill-in-the-blank format that you can complete at your own pace. On average, it takes around 20 minutes to finish an entire estate plan, depending on its complexity. You can take breaks and return whenever you need. Plus, our AI Advisor is here to assist you throughout the process, providing guidance and helping you complete the information efficiently. You can also securely store and share your documents in your private Digital Vault, where you control access and decide who can view your files and when.
RIGOROUS AND PROFESSIONAL
Verified by leading attorneys, Ensure trust compliance.
When you customize your trust plan, WEALTH AI ensures that you get compliance services from professional lawyers when setting up trust contracts. Each trust contract will eventually be reviewed and verified by professional trust lawyers; during the execution of the trust contract, the trust lawyers and management team will also strictly enforce it in accordance with the relevant laws of Hong Kong Trust.
Trust planning shouldn’t be expensive or complicated. Let’s make a difference together.
$1～3 Million USD
Generally, to establish a trust in Hong Kong, you need at least US$1 million in liquid assets or at least US$3 million in non-current assets.
4 150 000 Households
The number of "rich households" in China with assets of 6 million yuan (CNY) is 4.15 million. The number of "rich households" with investable assets of 6 million (CNY) reached 1.85 million.
78% Wealthy Chinese
35% of wealthy Chinese have inheritance plans for the near future, 43% have completed transfers to their children , and 22% have no inheritance plans.
COMPREHENSIVE FEATURES
Easy-to-Use Tools for
Advisors and Clients
Provide user-friendly tools that allow both Wealth Management Advisors and clients to easily assess, visualize, and strategize their trust plans. These tools can help in creating trust documents, analyzing estate plans, and exploring various planning opportunities, ensuring that all aspects are covered effectively.
Our Clients Say
Wealth AI's AI trust services via app and website offer great convenience compared to traditional Hong Kong trust services, allowing flexible management and adjustments of my trust plan with minimal travel.
Yiming Wu, ex-CEO of Kaiser China Holding Co （002425.SZ）
SAFETY FIRST AT WEALTH AI
Your information is safe.
Data Security Center (Original SDDP)
An all-in-one data security solution offering sensitive data detection, classification, grading, and de-identification to help you comply with GDPR and personal information protection requirements.
Bank-level encryption
Wealth AI is protected by 256-bit encryption—equivalent to the encryption used by banks and most financial institutions.
A multi-factor authentication
We confirm it’s really you
AT YOUR SERVICE
Client-Centric Experience
At Wealth AI, we specialize in providing personalized trust planning services designed to meet your individual needs and circumstances. We understand that each client’s situation is unique, which is why we offer one-on-one consultations and customized trust structures tailored to your specific requirements. Based in Hong Kong, our expert team is dedicated to creating a trust plan that aligns perfectly with your goals and priorities. Experience a personalized approach to trust planning with Wealth AI, where your needs come first.
TECHNOLOGY CHANGES LIFE
Trust Planning for everyone
At Wealth AI, we believe trust planning should be affordable, accessible, and adaptable—our three core principles. We offer our services at fair-market prices, work with partners to reach underserved communities, and use online tools to seamlessly manage your trusts. Discover the benefits of expert trust planning and join Wealth AI today.
