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香港高院披露宗家“信托案”细节:宗庆后2024年2月立下两份遗嘱,均未将宗继昌等列为受益人
Xin Lang Cai Jing· 2025-08-01 10:36
8月1日下午4点,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。智通财经记者 在现场看到,其中一方当事人的律师事务所派出人员来签收决定,但该名人士没有表明自己代表哪一 方、以及是否对决定结果满意。据法院披露,该案诉讼各方为:宗继昌、宗婕莉、宗继盛以及宗馥莉和 Jian Hao Ventures Limited。(智通财经记者 卢奕贝 许悦) 针对宗馥莉及其三个"弟""妹"的"信托案",香港高等法院在8月1日下午宣布的决定全文中披露,娃哈哈 集团创始人宗庆后2024年2月2日立下了两份遗嘱(合称"遗嘱")。其中一份涉及其特定的境外资产,但 未涵盖"建昊"及其名下资产;另一份则涉及其在中国大陆境内的资产。两份遗嘱均未将宗继昌、宗婕 莉、宗继盛或杜建英列为受益人,但指定了包括宗馥莉、宗馥莉之母施幼珍以及宗庆后的母亲王淑珍女 士在内的若干人士为受益人。 ...
香港高院披露宗家“信托案”细节:宗庆后2024年2月立下两份遗嘱,均未将宗继昌等列为受益人
YOUNG财经 漾财经· 2025-08-01 10:34
Core Viewpoint - The Hong Kong High Court revealed details of the "Trust Case" involving the founder of Wahaha Group, Zong Qinghou, who established two wills in February 2024, neither of which included Zong Qichang and his siblings as beneficiaries [1]. Group 1 - Zong Qinghou's two wills were created on February 2, 2024, with one concerning specific overseas assets and the other regarding assets within mainland China [1]. - Neither will listed Zong Qichang, Zong Jieli, Zong Qisheng, or Du Jianying as beneficiaries, but included Zong Fuli, her mother Shi Youzhen, and Zong Qinghou's mother Wang Shuzhen as beneficiaries [1]. - The court's decision was announced on August 1, with representatives from both parties present to receive the ruling, although no party disclosed their satisfaction with the outcome [1].
从娃哈哈、杉杉、张兰、默多克等案例谈起:家族财富传承的法律问题指南
3 6 Ke· 2025-07-21 02:30
2025年7月,娃哈哈创始人宗庆后家族陷入了一场前所未有的遗产纷争,引发全社会广泛关注。这次争论的焦点在于宗庆后遗产继承中 一笔超过20亿美元的扑朔迷离的所谓离岸信托的归属问题以及娃哈哈集团29.4%的股权(估值超200亿人民币)分割问题,其总数额之 高创下中国家族企业遗产纠纷的新纪录。 改革开放以来,我国的民营经济在稳增长、促就业、保民生、强创新、促开放等方面发挥了重要作用,涌现出众多优秀的民营企业家。这些企业 家在为全社会经济发展做出贡献的同时,也为其家族积累了相当量级的财富。随着时间流逝,很多成功的企业家已逐渐步入老龄,事实上从二十 多年前开始,企业和企业家的接班继承问题就成为一个重要的法律话题,涉及财富从一代向二代的转移中有诸多难点和重点需要厘清脉络。特别 值得重视的是,企业家群体中出现突发的身故情况,却往往因为没有事先做好法律和财产上的规划导致其家人因抢夺遗产而对簿公堂,同时也深 深损害了企业的发展,令人扼腕。例如,此前杉杉集团创始人郑永刚在没有留下遗嘱和任何其他财产安排的情况下意外离世后,其长子与现任配 偶因争夺企业控制权展开诸多争斗。 一般认为可以保障企业家财富传承的最基础的法律工具是遗嘱和信托 ...
娃哈哈宗氏百亿财产纠纷案,将有新进展
财联社· 2025-07-20 13:26
Core Viewpoint - The ongoing legal disputes regarding the estate of the late Zong Qinghou, founder of Wahaha Group, continue to unfold, with significant implications for the family's wealth distribution and potential trust arrangements [1][3]. Group 1: Legal Proceedings and Financial Details - Three plaintiffs, identified as Zong Jichang, Zong Jieli, and Zong Jisheng, are suing the first defendant, Zong Fuli, and the second defendant, Jian Hao Ventures Limited, in connection with the estate [1]. - A court order has been issued preventing the defendants from disposing of or reducing the assets in a HSBC account associated with Jian Hao Ventures Limited [3]. - As of May 31, 2024, $1,085,120 has been transferred out of the HSBC account, raising questions about the existence of a trust and the legitimacy of the asset transfers [3][4]. Group 2: Trust Existence and Legal Implications - Legal experts speculate that a trust likely exists, with Jian Hao Ventures Limited possibly serving as a vehicle for managing trust assets, although the specifics remain unclear due to confidentiality [6][9]. - The plaintiffs are seeking information regarding the HSBC account's balance and the details of the transferred funds, indicating a focus on the trust's governance and asset management [6][10]. - The potential for the trust to be "pierced" or invalidated is a key concern, particularly if the asset transfers undermine the trust's independence [10][11]. Group 3: Will vs. Trust Rights - The validity of Zong Qinghou's will is under scrutiny, with legal experts noting that a will must meet specific criteria to be considered legally binding [12]. - Generally, if a trust is validly established, its rights take precedence over those of a will, meaning that any assets included in the trust would not be subject to the will's provisions [13]. - The legal standing of the will and trust will significantly impact the distribution of Zong Qinghou's estate, particularly regarding overseas assets [13].
宗氏三兄妹去年已申请对宗馥莉临时禁令,信托和遗嘱冲突,该听谁的
21世纪经济报道· 2025-07-18 12:21
Core Viewpoint - The inheritance dispute involving Zong Fuli and three individuals claiming to be the children of Zong Qinghou has escalated, with legal actions initiated to prevent asset disposal from a bank account linked to Jian Hao Ventures Limited, which is believed to hold significant trust assets [1][2][6]. Group 1: Legal Proceedings and Asset Management - The Hong Kong High Court issued a ruling prohibiting Zong Fuli and Jian Hao Ventures Limited from disposing of or diminishing the assets in the HSBC bank account [2]. - The plaintiffs are required to provide detailed account information, including balance, transfer records, and transaction details since February 2, 2024, highlighting a significant fund transfer shortly after Zong Qinghou's death [2][6]. - The account in question is reportedly a trust account established for Zong Qinghou's three children, with a total value of $2.1 billion [6]. Group 2: Trust Structure and Legal Implications - There are speculations regarding the existence of a trust set up by Zong Qinghou, potentially in the British Virgin Islands (BVI), which may have allowed Zong Fuli to act as a director or controller of Jian Hao Ventures Limited [3][9]. - Legal experts suggest that the validity of the trust is not contingent on the total amount deposited, indicating that the trust could be effective even with minimal initial funding [10][12]. - The conflict between the trust and Zong Qinghou's will raises questions about which document holds precedence, with legal opinions suggesting that trusts generally take priority over wills [12]. Group 3: Potential Scenarios for Asset Withdrawal - Various scenarios are proposed regarding how Zong Fuli may have accessed trust assets, including the possibility of her being designated to fulfill funding obligations for the trust [14][15]. - The structure of offshore trusts often involves multiple layers of companies, which may complicate the management and access to assets, potentially allowing Zong Fuli to operate without direct oversight [15]. - Legal interpretations indicate that if the trust is still in the establishment phase or if Zong Fuli is a beneficiary, she may have legitimate grounds to withdraw funds for specific purposes, such as business expenses [16][17].