INDEPENDENT FAMILY WEALTH MANAGEMENT
A TRUSTED ADVISER
TO YOUR FAMILY
Timothy Loh Fiduciary Services is a leader in trust services. We serve as trustees for family trusts focusing on wealth preservation and family wealth succession planning. We assist with the setup of family trusts, helping with estate planning and tax planning.
SLIDE TWO
Timothy Loh Fiduciary Services is a leader in trust services. We serve as trustees for family trusts focusing on wealth preservation and family wealth succession planning. We assist with the setup of family trusts, helping with estate planning and tax planning.
SLIDE 3
Timothy Loh Fiduciary Services is a leader in trust services. We serve as trustees for family trusts focusing on wealth preservation and family wealth succession planning. We assist with the setup of family trusts, helping with estate planning and tax planning.
INDEPENDENT AND
IMPARTIAL ADVICE
Unlike many trustees of family trusts, we are independent of any financial institution. Because we have no formal ties to any financial institution, we have no interest in recommending any financial products or financial solutions. As a result, we offer objective and impartial advice.
PROFESSIONAL &
SOPHISTICATED
ADVICE
Because we work closely with our affiliated law firm, Timothy Loh LLP, we are able to offer sophisticated advice on tax planning and estate planning, on dealings with financial institutions offering wealth management solutions in the form of banking, stock brokerage and insurance brokerage services and on the making of investments in hedge funds, private equity funds, and other financial products.
LICENSING
We are licensed in Hong Kong as a trust services business. We are affiliated with Timothy Loh LLP, a law firm regulated by The Law Society of Hong Kong.