We are committed to delivering :
- A holistic wealth plan
- Decades-long partnership
- Professional guidance
- Sustainable legacy for future generations
Our Approach
Designed to address common tax-planning blind spots faced by affluent families, including unclear tax residency status of family members, potential CRS exposure of offshore assets, risks arising from misreporting or underreporting, double taxation of cross-border assets, insufficient tax efficiency in investment decisions, and inadequate preparation for estate and inheritance taxes.
Key Benefits
FTP helps high-net-worth families establish a clear, manageable, and robust tax framework to proactively identify and mitigate tax risks across family members, enhance the tax efficiency of assets, and create a solid foundation for asset protection and intergenerational wealth transfer.
Scope of Services
Family Members Tax Residency Assessment & Risk Alert
A comprehensive analysis of tax residency status across China, Hong Kong, Singapore, North America, and Australia, with targeted risk identification and early-warning alerts.
Family CRS Exposure Assessment & Reporting Strategy
A comprehensive diagnosis of CRS exposure across family members and asset categories—including banking, securities, insurance, trusts, corporate structures, real estate, and crypto assets—together with compliant reporting and risk-mitigation strategies.
China Tax Residents — Cross-Border Income & Capital Flow Framework
Comprehensive tax-residency assessment for China, analysis of how BVI / Singapore / Hong Kong corporate structures affect China tax residents, CRS reporting risk management for offshore assets, tax planning for five major categories of offshore income, and design of compliant, tax-efficient offshore structures.
Cross-Border Tax Planning for Canada-Connected Families
Includes Canadian tax residency determination, foreign asset disclosure and reporting strategies, tax planning for Canada-based assets through personal insurance, corporately owned policies and Canadian trust structures, as well as tax optimization for overseas assets using offshore insurance and trust arrangements.
Cross-Border Tax Planning for U.S.-Connected Families
Includes U.S. tax residency analysis, compliance and planning for offshore insurance policies and trust structures, and integrated strategies for U.S. estate and gift tax planning.
Cross-Border Tax Planning for Australia-Connected Families
Covers Australian tax residency analysis, compliance reporting, and tax optimization strategies for offshore insurance policies and trust structures.
Consulting Process
Tax Data Collection & Family Interviews (Week 1)
Review tax residency status of all family members
Map assets by jurisdiction
Collect details on investment accounts, insurance policies, and corporate structures
Assess future residency plans and expected liquidity events
Tax Risk Identification & Analysis (Weeks 2–3)
Identify conflicts or overlaps in tax residency
Diagnose CRS exposure and information-exchange risks
Analyze tax burden on investments
Assess potential tax exposure related to succession and inheritance
Structure Design & Tax Optimization Strategy Drafting (Weeks 3–4)
Design planning solutions using insurance, trusts, family holding companies, and offshore structures
External Advisor Coordination & Implementation (Weeks 4–7)
Coordinate with insurance advisors, tax specialists, law firms, and trust companies
Finalize planning and oversee execution
Draft and implement legal documentation
Annual Tax Review & Ongoing Maintenance (Annual)
Update tax residency status
Monitor ongoing CRS information exchange
Evaluate and refine tax-efficiency outcomes
Maintain and adjust structures as circumstances change