Offshore Trust Formation & Trustee Services

Our offshore trust and fund formation services help family offices, high-net-worth individuals, fund managers, and cross-border investors establish well-structured offshore trusts, investment funds, and SPV structures. We support clients from initial structuring and jurisdiction selection to documentation, service-provider coordination, and ongoing administration.

What Is Offshore Fund Formation?

Offshore fund formation involves establishing an investment fund in a suitable jurisdiction, such as the Cayman Islands or British Virgin Islands, often alongside a Hong Kong, Singapore, or other onshore management and operating structure.

Common offshore fund structures include exempted companies, segregated portfolio companies, limited partnerships, and unit trusts. The appropriate structure depends on the fund strategy, investor base, fundraising method, regulatory status, and reporting requirements.

Hong Kong also offers onshore fund structures, including open-ended fund companies (OFCs) and limited partnership funds (LPFs). OFCs are corporate investment funds with variable share capital and limited liability, registered and overseen by the Securities and Futures Commission (SFC).sfc+1

Our Offshore Trust and Fund Services

We provide practical, coordinated support across the full lifecycle of offshore trust and fund structures:

• Initial consultation and structuring needs assessment

• Jurisdiction and vehicle comparison, including Cayman Islands, British Virgin Islands, Singapore, and Hong Kong

• Trust and fund structure design

• Coordination with offshore legal counsel, tax advisers, trustees, auditors, administrators, and custodians

• Assistance with trust deeds, letters of wishes, fund constitutional documents, and offering documents

• Establishment of underlying holding companies and SPVs

• Coordination of trust or fund registration and regulatory filing requirements

• KYC, anti-money laundering, and source-of-funds documentation support

• Ongoing trust and fund administration coordination

• FATCA and CRS reporting support coordination

• Annual compliance, economic substance, and regulatory filing reminders

• Corporate secretarial, registered office, accounting, and bank-account introduction services

Who We Serve

Our offshore trust and fund formation services are suitable for:

• Family offices and high-net-worth individuals

• Entrepreneurs planning cross-border wealth succession

• Private equity and venture capital fund managers

• Hedge fund managers and investment advisers

• Corporate and institutional investors

• Businesses establishing multi-entity investment or holding structures