In the field of family affairs and wealth protection and inheritance business, the team of lawyers in Dali is experienced and comprehensive, and has a broad vision. Team members not only have solid and profound legal theories and knowledge of Chinese and Anglo-American law, but also focus on the practice of foreign-related and cross-border wealth protection and inheritance, have a deep understanding of local operations and can connect with international experience, aiming to provide cross-professional and cross-regional legal and tax one-stop services for Chinese entrepreneurs and high net worth families. Empower private banks, wealth managers and family offices in the legal and tax fields to provide a full range of services to high net worth individuals

Dali provides legal services in the field of family affairs and wealth protection and inheritance, including:

• Provide family trust related services at home and abroad. Including domestic or offshore trust structure design, contract writing, structure restructuring and content optimization from the perspective of domestic and overseas listing and foreign exchange compliance, asset segregation, tax optimization, and necessary termination, relocation, and change of trustee, covering complex FGT/GRAT/IDGT trusts involving persons with US identity
• Consulting on global identity planning and asset structure. Assist high net worth clients in the selection and implementation of tax residency from the perspectives of wealth protection and inheritance, tax burden, pre-immigration assets and tax planning, global asset allocation architecture design, and tax compliance declaration of various countries, including tax compliance services involving the United States, Canada and other countries with complex tax systems
• Assist in the negotiation and dispute resolution of major and complex marriage and property inheritance cases of high net worth clients at home and abroad. Deal with matters related to equity division and inheritance of listed companies, foreign marriage or inheritance, wealth protection and inheritance planning, including cohabitation, pre-marriage, marital agreement, will and other documents drafting
• Served as a family legal adviser to provide relevant legal advice in the company's domestic and foreign listing, acquisition and merger, and attended overseas court investigations as a family expert witness
• Assist in setting up and planning family offices, optimizing family investment structures, providing legal and tax advice on family investments, assisting in the development of family charters, family governance, and planning and compliance management of family philanthropy.