Services & Products
OUR SERVICES
What we Provide
With its exceptional professional capabilities and unwavering commitment to quality, Sunny (HK) Trust is not only your guide, but also your strategic partner in financial decisions.
Our team not only has in-depth industry knowledge, but also continuously pursues knowledge updates, and is committed to becoming a solid guarantee for your financial security.
Basic Trust Services
Trust Establishment and Management
Sunny (HK) Trust Company Limited offers customized trust establishment services, including family trusts, charitable trusts, education trusts, etc. Each trust plan is designed according to the client's specific needs, financial goals, and tax considerations to ensure assets are managed and protected appropriately
Estate Planning and Succession Services
Through carefully designed estate planning, Sunny (HK) Trust Company Limited helps clients ensure their assets is passed on to the next generation according to their wishes, while minimizing tax liabilities and potential legal issues.
Trust Beneficiary Consultation
Provides comprehensive financial planning and consultation services for trust beneficiaries, helping them understand the trust structure, tax implications, and how to make the most effective use of trust assets
Fund Custody Services
Personal Asset Custody
Offers comprehensive assets management services, including asset allocation, investment strategy formulation, risk management, and regular assets reviews, aimed at helping clients achieve their financial goals while hedging against market risks.
Corporate Financial Planning
For corporate clients, Sunny (HK) Trust Company Limited provides corporate financial planning services, including but not limited to cash flow management, corporate asset allocation, employee benefits planning, and business expansion strategies.
Tax Planning and Consultation
Offers professional tax planning and consultation services tailored to the client's personal financial situation and business background, aiming to minimize tax liabilities while ensuring compliance with all relevant laws and regulations.
Value-Added Services
Family Business Consulting
Offers customized succession planning, family governance structure design, and financial management solutions for family businesses.
Education Fund Establishment
Assists clients in setting up education trust funds to ensure the financial needs for their children's education are met.
TESTIMONIALS
What Our Clients Says
Dive into real-life feedback from people, companies, and organizations who have used our products. From compliance advice to assets management, personal finance to corporate financial planning, our partners give us their authentic voices
FAQ
Frequently Asked Question
Find answers to the most commonly asked questions about our services, products, and company policies in this section. Our FAQ is designed to help you quickly resolve your queries and enhance your understanding of our offerings.