Core Viewpoint - The Hong Kong High Court's ruling on the Zong family trust case, involving assets worth up to $2.1 billion, clarifies the trust's establishment timeline and addresses long-standing speculations by disclosing key documents [1][12]. Timeline of Trust Establishment - In January 2024, Zong Qinghou issued a handwritten directive for the establishment of trusts for Zong Jichang, Zong Jieli, and Zong Jisheng, each valued at $700 million, to be set up at HSBC Bank [2]. - On February 2, 2024, Zong Qinghou and Zong Fuli signed a power of attorney, designating Zong Fuli as the settlor for the offshore trusts and outlining key terms regarding beneficiaries and asset management [4]. - On February 25, 2024, Zong Qinghou passed away [6]. - On March 14, 2024, Zong Fuli and the other beneficiaries confirmed the trust's establishment, with a total initial value of $2.1 billion, structured as an irrevocable trust [7]. Dispute Over Trust Establishment - The dispute arose over the trust's asset scope, trustee authority, and establishment progress, with the plaintiffs accusing Zong Fuli of delaying the process and acting with hostility towards them [8][9]. - Zong Fuli's defense claimed that the disagreements were the root cause of the delays and that she had not acted against the terms of the agreements [10][11]. Court Ruling and Asset Preservation - On August 1, 2024, the Hong Kong High Court approved the plaintiffs' request for asset preservation, imposing restrictions on approximately $1.8 billion in HSBC accounts until a final ruling is made by the courts in Hangzhou [12].

记者丨郭聪聪 编辑丨周炎炎 8月1日，牵涉高达21亿美元资产的宗氏家族信托诉讼案在香港开庭。 随着香港高等法院裁决书的披露，这起备受瞩目的家族信托谜团逐渐清晰——裁决书不仅系统梳理了信托设立的关键时间节点，更首次披露了 多份核心文件，对坊间长期以来的诸多猜测作出了直接回应。 视频编辑 柳润瑛 信托设立时间线披露 裁决书详细披露了宗氏信托从酝酿到推进的关键时间节点： 2024年1月： 宗庆后手写的一份文件指示，要求郭虹赴香港办理宗继昌、宗婕莉、宗继盛三人的信托事宜。指示明确，信托需在汇丰银行设立，每人规模为 7亿美元；信托性质为 "长期不动本金，仅收取利息"，并需按香港法律签订合同且经香港公证处公证；受益人限定为本人及子孙，与配偶无 关，属婚前财产。同时，因汇丰账户美金不足，需将人民币兑换为美金，且优先办理宗继昌、宗婕莉的信托，待美金充足后再为宗继盛办理。 2024年2月2日： 宗庆后与宗馥莉签订《委托书》，核心内容包括两方面：一是宗馥莉代宗庆后持有建浩创投有限公司（Jian Hao Ventures Limited）资产，公 司登记股东为宗馥莉，宗庆后为唯一董事；二是宗庆后委托宗馥莉作为设立人，分别为宗继昌、 ...

（原标题：宗馥莉，首战输了？不得挪用18亿美元资产！） 娃哈哈集团已故创始人宗庆后遗产纠纷案有了最新进展。 对于这笔近110万美元的转出，宗馥莉方面称，涉案信托账户资金是公司海外拓展储备金，这笔美元的 转账是用于支付越南工厂设备尾款，并提供了合同及发票佐证。 判决书还显示，原告要求宗馥莉履行宗庆后遗愿，支付信托资产收益数百万美元，并赔偿资金转移损 失。 责编：李丹 据了解，3名原告为宗继昌（Jacky Zong）、宗婕莉（Jessie Jieli Zong）和宗继盛（Jerry Jisheng Zong）。被告为宗馥莉（Kelly Fuli Zong），她是宗庆后与原配的唯一女儿、现任娃哈哈董事长；次被 告是建浩创投有限公司（Jian Hao Ventures Limited）。 Jian Hao Ventures Limited是根据英属维尔京群岛（BVI）法律注册成立的公司，宗庆后生前为此公司的 唯一董事，宗庆后死后由宗馥莉接任。截至2024年5月31日，此公司在香港汇丰银行账户持有17.99亿美 元（折合141亿港元），主要包括债券及其他固定收益资产，以及部分现金和定期存款。 判决书显示，宗庆后与宗馥莉 ...

娃哈哈集团已故创始人宗庆后遗产纠纷案有了最新进展。 今日（8月1日）下午4时，香港高等法院宣布了对该案的决定，由双方律所派代表前来领取签收。 香港高等法院今日颁发非正审禁制令，裁定宗馥莉在杭州中级人民法院及浙江高级人民法院诉讼有结果 前，除非法庭有其他命令，否则不得从Jian Hao Ventures Limited的香港汇丰银行账户提款或转账任何资 产。另亦需披露该汇丰账户的最新余额、资产去向及收支完整账目。若在2024年2月2日或之后，户口内 的资产转至第三方的，被告亦需交代相资料。 Jian Hao Ventures Limited是根据英属维尔京群岛（BVI）法律注册成立的公司，宗庆后生前为此公司的 唯一董事，宗庆后死后由宗馥莉接任。截至2024年5月31日，此公司在香港汇丰银行账户持有17.99亿美 元（折合141亿港元），主要包括债券及其他固定收益资产，以及部分现金和定期存款。 判决书显示，宗庆后与宗馥莉曾签订一份委托协议。根据协议内容，宗庆后委托宗馥莉设立三个境外信 托（"信托A""信托B""信托C"），信托A以宗继昌及其子女作为信托受益人；信托B以宗婕莉及其子女 作为信托受益人；信托C以宗继盛 ...

Core Viewpoint - The inheritance dispute involving Zong Qinghou, the founder of Wahaha Group, has seen a significant development with a Hong Kong court ruling that temporarily prevents Zong Fuli from accessing $1.8 billion in assets held in a HSBC account, pending the outcome of related litigation in mainland China [1][2]. Group 1: Court Ruling and Asset Management - The Hong Kong High Court issued a temporary injunction preventing Zong Fuli from withdrawing or transferring any assets from the HSBC account of Jianhao Investment Co., which holds approximately $1.799 billion [2][3]. - The court's decision aims to ensure the effectiveness of ongoing litigation in Hangzhou regarding the inheritance dispute, modifying previous terms to focus on asset withdrawal rather than overall asset management [2]. Group 2: Details of the Inheritance Dispute - Zong Fuli is being sued by her half-siblings, Zong Jichang, Zong Jieli, and Zong Jisheng, who claim rights to a trust worth $2.1 billion established by their father, Zong Qinghou, and seek to prevent her from disposing of the assets in the HSBC account [3][4]. - The court revealed that Zong Qinghou had established two wills in February 2024, neither of which included his half-siblings as beneficiaries, instead designating Zong Fuli and other family members [4][5]. Group 3: Trust Agreements and Family Dynamics - Zong Qinghou had previously signed an agreement to establish three offshore trusts for his children from different marriages, with a total value of $2.1 billion, but these trusts have not yet been formally established [4][5]. - The court emphasized that the trust and fiduciary relationship issues remain contentious and have not been definitively resolved, indicating ongoing legal complexities [5].

(文/孙梅欣 编辑/张广凯） 娃哈哈宗庆后遗产纠纷案8月1日在香港高等法院做出判决，法院要求宗馥莉方及JIAN HAO VENTURES LIMITED（建浩创投有限公司）保全18亿美元信托，对三名非婚生子女的信托资产保全要 求予以支持。 根据智通财经报道，当日下午4点，香港高等法院就对这场遗产争夺案进行聆讯，聆讯结果没有即时对 公众公开，由双方律师代表前来领取签收。当日下午6点，香港高等法院在官网公布了判决全文。 此次遗产纠纷案诉讼起于2024年12月，原告方宗继昌（Jacky ZONG）、宗婕莉（Jessie Jisheng Zong） 和宗继盛（Jerry Jisheng Zong）起诉宗馥莉JIAN HAO VENTURES LIMITED（建浩创投有限公司）。 三人声称宗庆后生前通过香港汇丰银行为他们设立了总价值21亿美元的离岸信托基金，并要求确认其受 益人身份。 去年5月，该账户余额约为18亿美元，但宗馥莉曾从中转出108.51万美元用于越南工厂设备尾款，原告 认为此举侵犯其权益，要求法院阻止宗馥莉处理汇丰银行信托账户18亿美元的资产，确保他们每人价值 7亿美元的信托权。 判决中提到，原告方主张协 ...

作者 | 第一财 经 揭书宜、栾立 娃哈哈家族风波近期备受关注。 宗馥莉方面回应称，之所以在设立离岸信托方面动作缓慢，是与原告就草案文件条款进行谈判，宗馥 莉方面认为，固体资本的利息才是信托资产，而并非资本本身，因此双方在此矛盾较大。此外，汇丰 账户中资产价值从未超过21亿美元 ，因此在补足差额前，原告没有理由主张各自获得7亿美元的离 岸信托，而且7亿美元只是理想状态，因此并不承认此前手写指示的有效性，并认为给每个离岸信托 注入7亿美元是不现实的。 2025.08. 01 本文字数：1942，阅读时长大约4分钟 第一财经记者在中国香港司法机构官网查询到，宗继昌、宗婕莉、宗继盛三人与娃哈哈接班人宗馥莉 涉及的案件于8月1日在香港高等法院进行聆讯，聆讯时间为5分钟。 在今天（8月1日）公布的法院文件中，原告提交的证据中包括三份文件，其中包括宗庆后在2024年 1月底手写的设立信托的指示，并指2024年3月14日，宗馥莉与同父异母三兄妹就宗庆后去世签署过 一份协议，其中包括甲方（宗馥莉）承诺，将建浩公司在汇丰银行香港特别行政区开立的账户内的资 产权益，依据协议为三乙方（宗继昌、宗婕莉、宗继盛）设立一个信托(共设三个 ...

第一财经记者在中国香港司法机构官网查询到，宗继昌、宗婕莉、宗继盛三人与娃哈哈接班人宗馥莉涉 及的案件于8月1日在香港高等法院进行聆讯，聆讯时间为5分钟。 娃哈哈风波近期备受关注，涉及信托纠纷和资产转移争议。 娃哈哈家族风波近期备受关注。 公开信息显示，娃哈哈的生产、销售与投资，几乎都掌握在宗庆后家族管理的各个主体中。这些主体大 致划分出四个板块："宏振投资"及旗下公司，负责销售与投资；由宗馥莉持股的"宏胜集团"及旗下公 司，负责生产；此次争议中的杜建英直接控制的"三捷投资"及旗下公司，负责娃哈哈业务之外的投资； 在娃哈哈的经营之外，宗庆后此前设立了一系列投资平台，直接或间接控制了娃哈哈的部分经营主体。 企查查数据显示，截至目前，杜建英控制的企业有23家。杜建英是西湖大学创始捐赠人、荣誉董事；杭 州市上城区娃哈哈三捷教育发展基金会发起人、主要捐赠人等。 第一财经记者注意到，杜建英控制的企业大多为正常经营状态（有4家处于注销状态），但在杜建英关 联的企业中，存在经营异常的情况。近日，杜建英参与投资的浙江兴合实业投资集团有限公司新增一则 被执行人信息，执行标的3005万余元，兴合实业董事长陈教义也被列为失信被执行人 ...

记者丨 张伟泽 实习生王艺之 香港报道 编辑丨朱丽娜 和佳 江佩佩 现场法官并未出庭，只是由双方律师签署文件，而双方当事人也并未出现。 此前，21世纪经济报道记者从香港高等法院获得了娃哈哈集团现任董事长、宗庆后之女宗馥莉 与三位号称"同父异母兄弟姐妹"的信托纠纷案起诉书复印件。 、中方委托乙万以乙力作为欧立人才别以立二个現外信托 (三个信托单独简称为'信托 A' '信托 B'信托 C',合称为 宗氏境外家族信托),信托 A 以宗维昌 [Jacky] 及其子女作 为信托受益人;信托 B 以宗婕莉 [Jessie] 及其子女作为信 托受益人;信托 C 以宗继盛 [Jerry] 及其子女作为信托受益 No 二、本协议第一条所约定之宗氏家族信托受益人仅包括宗继 昌、宗婕莉、宗继盛及其子女,信托利益为他们的婚前个人 财产,受益人不包括该等人士的配偶。 三、甲方委托乙方设立的宗氏家族信托为丕动本信托,即信 托资产继续在 HSBC Hongkong 进行固定收益投资,只就利 息收益进行分配,任何人士不得主张动用信托财产本金向受 益人作分配。 四、在完成上述"三"项之后,对于其他银行存放的财产, 甲方确定将所有资产利益归属于 ...

Core Viewpoint - The ongoing family dispute surrounding Wahaha and the $2.1 billion offshore family trust remains a focal point, with significant uncertainty regarding its establishment and legal validity as the court hearing approaches on August 1, 2025 [1]. Group 1: Trust Establishment and Validity - There is currently no evidence indicating that Zong Qinghou established a legally effective family trust in Hong Kong, as key documents such as trust agreements and asset transfer records are absent [3]. - Oral trusts can theoretically be established in Hong Kong but are rarely used due to high legal risks and insufficient evidence; written trusts are the standard, especially for real estate and family wealth [4][5]. - If Zong Qinghou's children can provide clear evidence of his intent to establish a trust, they may attempt to claim a constructive trust in court, which will be a key observation point [6]. Group 2: Testamentary Trusts vs. Living Trusts - Discussions also revolve around whether a testamentary trust could be established through a will, which requires the will to be valid and effective [9]. - A living trust, if validly established, means that assets transferred to it before the grantor's death do not belong to the estate, making any will provisions regarding those assets ineffective [10]. - The ongoing litigation in Hong Kong may be related to the inheritance case in Hangzhou, as the original plaintiff seeks asset preservation in the context of potential trust claims [10]. Group 3: Role of Jian Hao Ventures Limited - Jian Hao Ventures Limited, registered in the British Virgin Islands and linked to Zong Qinghou's daughter, may serve as a special purpose vehicle (SPV) for the family trust, although its exact relationship with the trust remains unclear [12]. - The company appears to function more as a personal asset platform rather than being controlled by a trust, raising questions about governance and accountability within the trust structure [13]. - The absence of a robust governance mechanism could lead to risks regarding the independence and transparency of the trust, which is critical in legal assessments [13]. Group 4: Legal Applicability Issues - The legal applicability of the offshore family trust is crucial, as courts in different jurisdictions may not necessarily apply the laws of the offshore location where the trust was established [16]. - If the family trust exists, it may be structured as a Foreign Grantor Trust (FGT), which allows the grantor to retain significant control over the trust assets, complicating legal interpretations [16]. - The classification of trusts under U.S. tax law may not hold the same significance in other jurisdictions, emphasizing the need for clarity in legal frameworks across different regions [16].