WRISE Master Trust is the flagship trust-services brand under WRISE Group, built specifically for HNWIs and family offices.
By integrating the group’s international wealth management capabilities with Quantum Trust (a licensed Hong Kong trust and corporate trustee),
We provide:
- Intergenerational Wealth Inheritance
- Asset segregation
- Tax Planning
- Corporate Governance
- Identity planning and Cross-Border Structure Integration
WRISE Master Trust is committed to building a secure, compliant and sustainable family-wealth framework that ensures long-term preservation and continuation of family values.
Creating the Strongest Structure for Multi-Generational Trusts
Dual-Track Professional Integration
Combining WRISE’s global wealth management platform with Quantum Trust’s licensed trustee capabilities in Hong Kong.
Compliant and Transparent Control Framework
Transparent, Rigorous
and aligned with Multi-Jurisdictional Regulatory Requirements.
Comprehensive Asset Allocation
Integrates identity, asset structuring, investment strategy and succession needs into a holistic solution.
WRISE Master Trust × Visa: Pioneering a New Era in Family Wealth Payments
Issued under the Trust Structure
Supports application and management in the name of the trust, making family fund usage more flexible and compliant.
Visa Global Network
Enjoy seamless global usage with Visa, covering investments, business trips, travel, daily life, and family-related expenses.
Security and Risk Control
Combining Visa's advanced payment security technology with WRISE's compliance standards to provide stable protection for trust structure users.
Enhancing Family Governance Efficiency
Set different usage permissions and credit limits for beneficiaries, family members, or family offices.
WRISE Master Trust — Platform Advantages
Rapid Account Opening
With rich experience in assisting the establishment of trust funds and family trusts
Adopting institutionalized processes and remote signing mechanisms to enable cross-border clients to complete reviews and account activations within 7 days, significantly improving structure deployment efficiency.
Multi-Bank Account Allocation
Integrates resources from multiple commercial banks, providing multi-level dedicated accounts such as Client Accounts, Virtual Accounts, and Custody Accounts to meet differentiated needs for investment,
Custody, and operational scenarios.
Multi-Currency Global Payments
Supports over 20 major currencies, covering SWIFT and local clearing channels in 180+ countries, providing transparent exchange rates for cross-border receipts, payments, and multi-currency operational fund management.
Multi-Structure Client Support
Handles individuals, enterprises, offshore companies, fund SPVs, and family trust structures, providing unified deposit and payment infrastructure for cross-jurisdictional, multi-layer asset structures.
Rigorous Risk Management
Based on dedicated account isolation, bank custody, transparent fund flows, monthly reports, and four-eyes principle operations, fully implementing international-level KYC/AML/CTF and source of funds review requirements.
Specialty of WRISE Master Trust
- Every eligible individual and family can open a dedicated wealth management trust account. Assets are segregated from others, managed under a dedicated account, and operated independently.
- Hong Kong law stipulates that a “trust account” must be entrusted to a Hong Kong bank for custody. It operates as an independent account, managed separately from the trust company’s own accounts, ensuring no commingling of assets.
- Compared to other financial institutions such as banks, securities firms, and fund companies, the comprehensive nature of trust investments enables trust companies to operate across diverse markets including currency and capital/real industries.
- They possess the broadest business scope and a flexible, diverse toolkit. The assets under management are varied, truly achieving major asset class allocation.
- Leveraging the powerful functionality and value proposition of integrated services, a trust account can transcend the traditional functions of a financial account. Through diverse service scenarios, it empowers non-financial needs across the entire lifecycle, such as insurance protection, retirement planning, and children’s education.
Independence
Flexibility
Security
Functions of WRISE Master Trust
Enduring legacy
- Family trusts: avoid equity dispersion leading to corporate governance imbalance
- Employee stock ownership trusts: stabilize equity structure, beneficial for long-term development
Asset inheritance
- Ensure wealth distribution according to the settlor’s wishes
- Establish governance mechanisms for distribution rules to reduce risks of improper squandering
High asset security
- Effectively isolate personal debts and external legal risks
- Reduce property division risks due to marital changes or disputes
- Provide high privacy in wealth arrangements, enhancing information protection levels
Tax planning
- Utilize low-tax or tax-exempt jurisdictions to improve asset accumulation efficiency
- Avoid inheritance tax, gift tax, and other cross-border transfer costs through trust structures
Flexible investments
- Supports inclusion of diverse assets: insurance, real estate, securities, private equity, bonds, funds, art collections, etc., Adjusting strategies based on market conditions and family needs
- With cross-market, cross-asset class allocation flexibility, enhancing long-term risk adjustment capabilities
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Disclaimer: The content on this page is provided for general information purposes only and does not constitute, nor should it be regarded as, an offer, solicitation, invitation, or investment advice in Hong Kong or any other jurisdiction in respect of any securities, funds, structured products, virtual assets, or other investment products and/or services. Investment involves risks.