Global Vision, Focused on
Wealth Management Challenges
Navigating complex global regulations, we leverage fintech and expertise to deliver cross-border wealth solutions—including private trusts, investment optimization, estate planning, and family office services—ensuring asset security, growth, and legacy continuity for true financial freedom.
Trusts are mainly classified according to two characteristics:
Revocable: Revocable trusts can be changed, while irrevocable trusts cannot be changed.
Establishment time: The living trust is established during the lifetime of the settlor; A testamentary trust is established according to a will and becomes effective after the death of the settlor.
We provide comprehensive private trust services, including:
Wealth protection: effectively isolate assets from creditors, ensure strict confidentiality, and avoid freezing.
Wealth Inheritance: Flexible long-term planning, efficient inheritance, and avoidance of probate.
Family governance: cultivating core family values and governance systems.
Tax planning: Implement efficient tax arrangements and optimize asset structure.
Are your investment choices limited to stocks, real estate, and bonds? Most investors often face opportunity barriers due to geographical, resource, and information limitations.
Pandu Trust is not an investment advisor, but we are committed to exploring global opportunities for our clients and breaking traditional investment boundaries. Relying on our professional team and partner network, we can assist clients in directly investing in hedge funds, private equity, and listed/unlisted products in multiple jurisdictions, while complying with regulatory requirements. We provide flexible fund management methods based on trust structure and customer needs:
It can independently manage trust assets, outsource to licensed investment advisors, or establish investment committees to involve trust members in portfolio decision-making.
Whether you pursue social influence, high growth potential, excess returns, or risk diversification, we help you reshape your investment strategy with an innovative perspective. We leverage a wide range of industry resources to connect our clients with private placement and direct investment opportunities, and provide the following key support from professional partners:
• Explore high-quality investment opportunities
• Investment valuation and analysis
• Cash flow forecast
• Industry Trends Benchmarking
• Due diligence execution
• Market trend analysis and trading arrangements
• Professional human resource allocation
Inheriting wealth and heritage is the core element of a family's financial strategy. To ensure a smooth transition of assets and strict adherence to financial privacy, you need professional inheritance planning services to assist in safeguarding asset security and confidentiality.
We focus on safeguarding, preserving, and planning the wealth of every customer and their family. With profound expertise in trust, law, compliance, accounting, and taxation, our team addresses the challenges and opportunities in inheritance planning in a comprehensive and seamless manner. Our consulting team and collaborative network will provide you with professional legal, accounting, and tax advice.
Based on a long-term collaborative service model, we are committed to deeply understanding your current and future real needs, and establishing stable and tacit cooperative relationships with second and third generation family members, carefully adapting to the uniqueness of each family.
Our services include:
• Planning, structural design, and recommendations
• Actual management and operation of the structure
• Draft and guide a letter of intent
• Family business inheritance services
• Transaction support and implementation execution
• Support for future generations and wealth education
Pandu Trust is committed to providing highly customized, professional, and independent services to private clients. With a globally experienced professional team and high-quality partner network, we assist ultra-high net worth families in crossing generations and economic cycles, achieving wealth preservation, growth, and inheritance.
Our services are particularly suitable for clients who have hired mainstream financial institutions for wealth management and investment consulting. By relying on independent status and professional depth, we can effectively avoid conflicts of interest, administrative dependence, and high management costs, seamlessly extending your team's functions.
We are well versed in the unique challenges of personal wealth, family dynamics, values, and inheritance planning, driven by insights to provide solutions for today's complex needs. Whether pursuing social influence, seizing cutting-edge opportunities, or achieving excess returns and risk diversification, we help you reshape your investment landscape with an innovative perspective.
By providing objective advice in areas such as governance, inheritance, investment, reporting, and financial solutions, we collaborate with clients to address key challenges, including:
Ensuring long-term family success: providing recommendations on policies and transition plans to ensure smooth distribution of wealth and business, and maintaining family harmony; By restructuring the holding structure and proactively meeting the future needs of the family.
Building an efficient governance architecture: assisting in the design, establishment, and optimization of family office systems, providing suitable investment and trading platforms, and enhancing wealth management capabilities.
Professional Wealth Management: As licensed trustees, we manage family investments based on your goals, provide guidance on strategies, processes, and team building, and leverage a wide network of partnerships to explore investment opportunities across multiple asset classes and jurisdictions.
