After you reach your life goals, such as settling down, starting a family, creating a business or accumulating wealth, it's time to plan your inheritance. When considering how you want to pass down your legacy, there are three big questions to ponder.

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How to start your legacy planning

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Who inherits?

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When to transfer assets?

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How will they receive it?

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Our dedicated professionals cater to your unique needs with comprehensive consultations.

  • Your HSBC Jade Client Relationship Director will help you better identify and address your needs in legacy planning with the needs fulfillment form.
  • We also partner with top domestic law firms to provide legal consultation on legacy planning, with a wide range of discounts and offers exclusive to you.