Action / Private mandate
Private Hong Kong trust structuring for ownership that must survive review.
AGATE works with founders, family principals, real estate holding owners, and private capital owners when personal ownership needs to become a documented fiduciary structure.
The mandate
The work is not to produce a trust deed. The work is to decide what ownership, voting, benefit, control, banking narrative, and family governance should sit inside the trust architecture.
Reserved powers, protector role, decision rights, letter of wishes, and board authority where appropriate.
Beneficiary classes, succession intent, distribution discipline, education of heirs, and family governance documents.
Source-of-wealth file, expected flows, ownership narrative, transaction rationale, and trustee administration record.
Trust above holding company or operating group where shares, IP, treasury, real estate holding vehicles, or family investment assets require continuity.
Mandate path
Family map, asset map, residence, source of wealth, existing companies, bank expectations.
Trust, trustee, protector, reserved powers, holding company, real estate holding vehicles, operating assets, governance documents.
Legal counsel, tax advisors, banking file, company administration, reporting calendar.
Client acceptance, source documentation, sanctions review, refusal line, ongoing administration scope.
Good fit
When this page should feel uncomfortably specific.
You are still the only person who really controls the ownership system.
Your children will inherit economic exposure before the governance system is ready.
A sale, financing, or partial exit is close enough that personal ownership now looks fragile.
SPVs, investment assets, real estate holding vehicles, family funds, or operating shares need one documented ownership file.
Not the mandate
A Hong Kong trust is not a hiding place.
Anonymous nominee work, concealed ownership, bank misrepresentation, or unsupported source-of-wealth narrative.
Promises that a trust removes tax residence, divorce exposure, reporting duties, sanctions risk, or forced-heirship analysis.
Implementation before the family facts, asset facts, banking file, and counsel review are coherent.
Private review
Begin a private enquiry
Use this path when a Hong Kong trust structure has to carry real ownership, real estate exposure, control, succession, banking, or family-governance pressure under documented review.
Private enquiryOfficial context