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Trust services

As China’s financial system continues to evolve and diversify, the role of trusts has become increasingly prominent, serving as a vital medium for channelling capital and managing investment risks.

Trusts in China encompass a wide range of financial products and services from real estate investment trusts (REITs) and private equity funds to wealth management solutions. These versatile structures have become increasingly popular among both institutional and individual investors, offering alternative investment opportunities and tailored risk management strategies.

Trusts in China can be structured as bespoke arrangements that offer benefits such as asset protection, wealth succession planning, investment diversification, tax optimisation and regulatory compliance.

30+

years presence in Asia

25

jurisdictions worldwide

$750+bn

assets under administration

Our trust team can assist you in navigating the legal structures of family or personal trusts. We’ll take care of the details, from following rules to tracking financial records, customised to meet your unique needs and goals.

We can support you with:

  • Bookkeeping and accounting
  • Family and private fund formation and administration
  • Holding company formation, management and administration
  • Management of carried interest and co-invest vehicles
  • Management of private trust companies (PTCs) and private trust foundations (PTFs)
  • Services to family offices
  • Regulatory compliance
  • Foundation and trust formation, administration, and management

  • One dedicated team
  • Unrivalled technical expertise
  • Committed service delivery
  • Proficient fluency in Mandarin and English
  • Beyond Trust services, we have an unrivalled offering to meet compliance and reporting needs, providing clients with an integrated solution
  • Seamless work stream between offices in China, Hong Kong and Singapore
  • We prioritise a client centric approach, recognising the unique needs of each client, and providing customised compliance solutions to ensure that strategies align

We’ll help you make sure your investments are fully compliant with relevant regulations through our risk management and compliance services, as well as transfer agency and trust/foundation administration services.

Contact us today to learn more about our Trust services in China.

Foundation and trust administration FAQs

What is the role of a trust administrator?

A trust administrator plays a crucial role in managing a financial account on behalf of yourself or someone else (the beneficiary). Trust administrators monitor funds, communicate with all parties involved in the trust, and ensure compliance with the trust’s rules as well as legal financial regulations and legislation.

What is the difference between a trust and a foundation?

A trust is a lawful agreement where a trustee is responsible for managing assets on behalf of the beneficiary. The trustee is the owner of the assets and must adhere to specific regulations while managing them for the beneficiary’s benefit.
A foundation, however, is a legal entity that owns and manages its assets independently. Foundations are typically created for specific objectives, such as philanthropy or supporting a particular cause.

What is the difference between a private foundation and a public charity?

A private foundation is a non-profit charity set up by a single benefactor, which could be an individual or a business. The foundation’s funding comes from a single source, and its grants typically go to other charitable organisations. Whereas, a public charity relies on public donations and publicly raised funds to support its services.

Working with IQ-EQ has been seamless – you and your team understand our business, advise us appropriately, and handle your side of our collective partnership so that we can focus on making good investment decisions. Evan Gibson SVP, Merchants Capital

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