Families
You have worked hard to create wealth for your family and future generations. Now is the time to protect your legacy – and HSBC Private Bank can help you.
Family wealth requires specialised private banking services. Your family business may span borders with assets held in different countries. And your family may be just as global, with relatives living all over the world. Our team of experts can work with you to identify the short as well as long-term needs of all family members and advise on all areas of family wealth management. We can help you to safely hold, invest and plan for the transfer of the accumulated wealth to future generations.
What's a trust?
A trust is a legal relationship whereby one individual (the "settlor") transfers his or her assets (the "trust fund") to another individual or company (the "trustee") who holds and manages these assets for the benefit of others (the "beneficiaries") named by the settlor. The trustees are bound by the terms of the trust deed.
Why create a trust?
Manage your investments
As our client you'll have access to our expert investment advisors, who can work with you to identify your objectives and assess your global investment strategies. And should you plan to sell the family business or transfer your interests, we can advise to help ensure the deal results in the best interests for you and the rest of the family. Our family office advisory team can help navigate you through the range of business and family issues that arise and arrange the implementation of the appropriate solution.
Preserve your wealth
The world is more complex than ever. To help ensure your wealth is preserved for future generations, we employ our global expertise to identify a wide range of options. Our Global Wealth Solutions experts challenge conventional thinking to uncover new opportunities and manage risk more effectively. And as a result, we can help identify the most appropriate strategy for you to protect the future of your family.
Look after your non-financial interests
Wealth is more than the accumulation of financial capital. HSBC Private Bank offers a range of services that can help you manage the impact of wealth on your lifestyle.
Next-generation planning
Through our dynastic planning services, we can help you develop a family vision and a set of goals, and provide training and education for the younger members of the family.
Philanthropy
If you would like to expand your philanthropic interests, our experts can help you set up and administer your charitable organisations tax-efficiently.
Immigration services
If you are looking to relocate your family to the UK, Canada or Hong Kong, our immigration services team can help you get there.
Family office advisory
Find out more about how our family office advisory services could help you.
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