The Bank of East Asia

Wealth Management

Comprehensive Trust Solutions

Private Trust Services

A proper discretionary trust can provide an effective and flexible wealth management tool for probate avoidance, confidentiality, asset protection, and succession and estate planning for you and your family members.

We are well-experienced in helping customers establish and administer tailored private family trusts to meet their wealth planning needs, from succession of a family business to orderly distribution to designated beneficiaries and charitable purposes.

Will Execution and Estate Administration

By appointing us as the professional executor of your will, you can be assured that your wishes will be carried out precisely in an impartial manner. Further, we can save your loved ones from the burden of handling the probate procedure. With our specialised services, your estate will be administered with minimal delay.

We can also work with you and your legal advisor to help prepare your will in a proper manner, and ensure that the process runs smoothly.

Private Investment Companies

We also help to establish and administer private investment companies, allowing you to consolidate assets in a flexible and efficient manner while limiting your liability for such assets to that of a corporate entity.

Corporate Trustee Services

Employee Share Award Schemes

We help listed companies to establish and operate tailored Share Award Schemes for their employees in order to reward and retain selected employees.

Escrow Services

To facilitate business transactions including acquisitions, mergers, sales and purchase agreements, private placements, and debt securities issues, BEA Trustees can act as an Escrow Agent to hold assets in custody pending release upon the fulfilment of any obligations by the counterparty.

Fund Administration, Accounting and Registrar Services

We also provide corporate trusteeship and a full range of fund administration services to SFC authorised investment funds, private equity funds, ORSO schemes, pension funds, and maintenance funds.