Born in Nanchang, Jiangxi Province (PRC) Mr. J has developed and completed more than 3 million square meters of completed construction projects through his real estate enterprise.  He has developed over 12 real estate projects in China, ranging from real estate development to private & IPO real estate related equity investment. In addition, Mr. J’s participation into emerging industries such as biology and new energy have accumulated over RMB20 billion (USD2.8bn) in investments. 

Currently, Mr. J is preparing to invest in the Nuku’alofa CBD Special Economic Zone in the Kingdom of Tonga. The special economic zone covers an area of ​​40 square kilometers and involves industries such as finance, tourism, leisure, biology and agriculture.  Mr. J is also preparing to participate/invest in the construction of Moso City, the capital city of Shefa, Vanuatu.  

As a successful overseas Chinese businessperson , Mr. J aims to further incentivize economic growth and attract investors into the Vanuatu region through this project, following his invitation by the Chinese government to participate in the ongoing ‘Belt & Road Initiative’; specifically, the Asia-Maritime region of the Belt & Road project. 

Goals Identification:

Axiom assisted with Mr. J to achieve two primary goals for his wealth: distribute it amongst his beneficiaries through a succession plan (a trust over an insurance ‘wrapper), and preserve the capital under a tax-efficient manner. The trust funds would allow Mr. J to distribute his assets accordingly as he desired, and plan ahead for any future beneficiaries to receive a portion of cash flow from Mr. J’s trust (even if they were not born yet). 

Mr.J wanted to set up trust funds for his eleven children and various beneficiaries as a way to distribute his wealth, in order to pay for all of their education and living expenses.  Axiom assisted with this by setting up a portfolio of fixed-income bonds that would be able to provide cash flow for the multiple trust fund accounts setup by Mr. J. The funds would be distributed on a quarterly basis to finance every account holder ’s expenses. 

In addition, Axiom set up Mr J’s capital trust under an insurance ‘wrapper’. We ensured this policy would be tax-efficient (policy would be tax deferred indefinitely for an entire lifetime), and Mr. J’s capital would be sustained for each succeeding generation.