About MWL

tablet
& mobile
come
later
🥷🏻

History of Trusts

Trust have been around for centuries in all parts of the world. Used extensively by wealthy individuals and institutions, trusts have been used famously by families to maintain wealth through generations (i.e. Rockefellers, Bill Gates, Li Ka Shing, etc)
Trust Laws established in 1903, Hong Kong’s is now a global leader in trust services, offering perpetual trusts since 1970 (even foreign trusts do not expire)
Trusts are an integral part of the financial centre in Hong Kong. Understanding your needs, MWL helps you safeguard, grow, and provide a succession plan for your assets so that you can benefit from features of the trust for generations to come.

Your Trust Plans

To provide safe, secure wealth management that lasts for generations

Need more info?

Your Wealth

Your wealth is a result of your hard work and wisdom, MWL will work with you to secure it, grow it, and provide smooth inheritance to your heirs and beneficiaries through a sophisticated financial and legal instrument known as your trust plan.

Risk Mitigation

A critical element in your trust plan is risk mitigation. Leveraging the legal structure of the trust and our strategic relationships, we are able to provide you with hedges against personal liabilities, life adversity, economic downturns, and estate/death taxes.

Inflation Hedging

Beyond inflation hedging, we know our clients want their wealth to grow and compound for years to come. For this reason, your trust plan will include existing and new fixed income and growth assets that we can acquire and manage on your behalf.

Inheritance Planning

Inheritance planning for your designated beneficiaries allows you to distribute your wealth and the profit generated smoothly when the time comes so that your heirs can have financial independence.

Asset Classes

Asset classes include currencies, precious metals, real estate, public/private stocks, bonds, insurance, investment funds, etc. You can protect, grow, and provide smooth inheritance of all these assets through your trust plan.

Operating Your Trust

After forming your Trust Plan, you enter into a Trust Deed where ownership of your asset(s) are transferred to the trustee.
Legally, this separates ownership and management of your asset. Just the same you still manage the asset via the deed as you are the beneficiary of the asset in the trust plan and are entitled to the profit generated form it just as before - only now with the many benefits of being held in trust

You set the terms and conditions in the Trust Deed:

Investment by using the asset under your trust plan

Distribution assets

Disbursement of the profit or loss generated from assets

Settlement of payments generated from assets

Operating your Trust

Trust have been around for centuries in all parts of the world. Used extensively by wealthy individuals and institutions, trusts have been used famously by families to maintain wealth through generations (i.e. Rockefellers, Bill Gates, Li Ka Shing, etc)

Trust Laws established in 1903, Hong Kong’s is now a global leader in trust services, offering perpetual trusts since 1970 (even foreign trusts do not expire)

Trusts are an integral part of the financial centre in Hong Kong. Understanding your needs, MWL helps you safeguard, grow, and provide a succession plan for your assets so that you can benefit from features of the trust for generations to come.

For example, you can stipulate in the trust deed that:

1. Cash investment in fixed deposit or bond to safeguard your wealth

2. Investment in real estate, equity shares (listed or private) for capital growth

3. Transfer part of or all of your asset or the profit generated from your wealth to your spouse or children when they fulfill certain pre-requisites, giving them financial independence.

4. You, as the de facto owner of the wealth, can set many different pre-requisites in the trust deed.

You set the terms and conditions in the Trust Deed:

When you put your asset into a trust plan, you are the settlor and you designate a Trustee (Musa Wealth Ltd.)
‍
You will still own the asset under trust and will be entitled to the interest, profit generated from it by setting the mechanism of trust operation and making yourself the beneficiary of the asset in the trust plan.
‍
The Trustee (i.e. a trust company) is a professional legal entity that provides you with the trust plan for wealth management. The trustee is only qualified to provide a trust plan and manage your wealth after obtaining a trustee license from the government and, thus, is subject to supervision by regulatory authorities.
‍
In order to receive the wealth management benefits of the trust, you will transfer your wealth into a Trust Plan provided by Musa Wealth Ltd. By law, this makes MWL the owner of your wealth.

COntact

Connect with a Trust Specialist today

Establish a Hong Kong trust and give your beneficiaries access to perpetual wealth across asset classes

Get in touch

Important Information

1. The information published on this website is for the public’s reference only and subject to change without notice

2. Neither Musa Wealth Limited nor any third parties provide any expressed or implied warranty or guarantee as to the accuracy, timeliness, performance, completeness or suitability of the information and materials found or offered on this website for any particular purpose. You acknowledge that such information and materials may contain inaccuracies or errors and we expressly exclude liability in contract, tort or otherwise for any such inaccuracies or errors to the fullest extent permitted by law.

3. Musa Wealth Limited is not liable from any loss or damage attributed from any information we post via any of our channels, including this portal.

4. The public is advised to perform sufficient due diligence when dealing with any service provider from our industry. Your use of any information on this website is entirely at your own risk., for which Musa Wealth shall not be liable.

5. Musa Wealth Limited further assumes no responsibility or liability for, and makes no warranties that, functions contained on this website or the servers that make it available will be free of viruses or other harmful components.

6. Musa Wealth Limited is not responsible for the contents of any "off-site" webpages or any other websites linked or linking to this website.

Musa Trust Services

History of Trusts

Your Trust Plans

Operating Your Trust

You set the terms and conditions in the Trust Deed:

Operating your Trust

For example, you can stipulate in the trust deed that:

You set the terms and conditions in the Trust Deed:

COntact

Important Information