Wealth Planning

Our Wealth Planning team is committed to help you to preserve your family wealth and transfer it to your future generations in a sustainable manner. We are able to provide objective guidance customized to meet your personal wealth planning and succession needs. Our wealth planning specialists are experienced and specialize in providing advisory services to assist you to:

  • Find the best way to manage and plan for future liquidity needs;

  • Develop your inheritance and succession plan for various types of assets such as setting up of wealth management structures, writing of wills and establishment of other succession planning devices;

  • Coordinate the succession planning process by working with and drawing on the expertise of external advisors (e.g. lawyers, accountants, professional trustees and advisors of specific areas); and

  • Maintain your wealth planning structures.

Working closely with you, relationship managers and professional advisors, we are devoted to help you to find tailored-made solutions that fit your needs and pass on your family wealth on to your future generations seamlessly according to your wishes and continue your legacy from generations to generations.

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