Succession planning and documents
Consider family structure, assets and personal wishes when coordinating wills, trusts and estate administration.
02 / PRIVATE CLIENT SERVICES
Wealth Protection & Succession
Connecting personal wishes, family relationships and wealth structures through practical succession arrangements.
Based in Shanghai · China-related family and private wealth matters
01 / YOUR CIRCUMSTANCES
When you may need advice
- Family wealth includes business interests, real estate or overseas assets, requiring coordinated marital and succession planning.
- You wish to express your intentions through wills, trusts or estate administration arrangements and identify who will carry them out.
- A succession has occurred and an estate requires an inventory, inherited equity or property transfers, or cross-border coordination.
02 / HOW WE CAN HELP
How we can help
Business interests and family wealth
Address inherited equity and issues at the intersection of family relationships and capital markets.
Estate administration and implementation
Support estate inventories, asset delivery and ownership transfers, identifying documentation and coordination needs in cross-border matters.
03 / OUR APPROACH
How the work develops
- 01
Map people, assets and intentions
Understand family members, asset categories, existing documents and succession objectives.
- 02
Check how arrangements fit together
Discuss responsibilities, activation conditions and implementation sequence, and identify matters requiring further review.
- 03
Translate the plan into action
Prepare documents and support implementation within the agreed scope, considering revisions as family or asset circumstances change.
Discuss your priorities
Contact Mingyue Gao to discuss the matter and the scope of assistance required.
gaomy@guantao.comFor matters involving more than one jurisdiction, the scope of China-related work and any need for advice in other jurisdictions are considered separately. Services are subject to the agreed engagement.