沪公网安备31010402010179号
沪ICP备2023003282号-38
Solving complex challenges with professional expertise.
US executive holding Hong Kong participating policies faced complex reporting requirements and high tax liability risks under PFIC rules.
Compliant policy conversion to US tax-qualified insurance products, held through trust structure.
Successfully avoided punitive taxation, achieved compliant asset growth.
Mainland entrepreneur seeking US IUL faced difficulties with medical exams, premium transfers, and claims service uncertainty.
Leveraged Finstar's global network for Hong Kong/Singapore medical exams and financing solutions for fund transfers.
Successfully obtained high-leverage coverage with compliant fund flow.
Client concerned about tax burden of high-value participating policies after becoming Canadian tax resident.
Pre-migration policy restructuring with Granny Trust to hold policies and achieve tax deferral.
Seamless tax status transition with tax-free growth in offshore structure.
Traditional offshore trusts faced look-through CRS reporting, risking exposure of family core assets.
Optimized trust underlying asset structure with Active NFE concept to legally block look-through reporting.
Maximum family asset privacy protection within compliance framework.
Client with multi-country financial assets faced passive reporting due to information asymmetry, triggering tax inquiries.
Used Finstar's CRS compliance system to categorize assets, proactively report and explain fund sources.
Transformed passive to proactive, established excellent tax credit record.
Company founder's sudden death led to bank credit freeze and severe liquidity crisis.
Previously arranged Keyman Insurance provided rapid claim payout, injecting critical cash flow.
Helped company through crisis, stabilized creditor and employee confidence.
沪公网安备31010402010179号
沪ICP备2023003282号-38