Objectives and planning
Understand philanthropic aims and family arrangements, and discuss suitable legal structures and implementation.
04 / PRIVATE CLIENT SERVICES
Charitable Trusts & Philanthropy
Translating philanthropic intentions into practical arrangements that carry family values into the future.
Based in Shanghai · China-related family and private wealth matters
01 / YOUR CIRCUMSTANCES
When you may need advice
- An individual or family wishes to devote part of its wealth to education or other charitable purposes.
- You want charitable trusts to connect with wills and broader family succession arrangements.
- An existing philanthropic arrangement needs clearer institutional roles, responsibilities or oversight.
02 / HOW WE CAN HELP
How we can help
Establishment and coordination
Assist with charitable trust establishment and coordination with wills, asset delivery and succession planning.
Supervision and responsibilities
Consider trust supervision, information flows and the responsibilities of participants in the particular project.
03 / OUR APPROACH
How the work develops
- 01
Define the intended legacy
Discuss charitable purposes, intended beneficiaries and available resources.
- 02
Coordinate instruments and participants
Connect trusts, wills and asset delivery, and clarify institutional and individual responsibilities.
- 03
Consider operation after establishment
Support implementation within the engagement and discuss reporting and ongoing oversight.
Discuss your priorities
Contact Mingyue Gao to discuss the matter and the scope of assistance required.
gaomy@guantao.comFor matters involving more than one jurisdiction, the scope of China-related work and any need for advice in other jurisdictions are considered separately. Services are subject to the agreed engagement.