Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making ikigai decisions before money decisions—is rooted in our experience of managing over S$1 billion worth of our clients’ hard-earned assets.
In this week’s Money Wisdom episode, our co-host Isaac chats with Chris about why trusts are more than just tools for asset distribution. Chris shares the emotional challenges of assigning trustee rights that our clients face, the limits of corporate trustees, and the benefits of a team approach.
Chris also highlights the vital role of wealth advisers in providing a holistic view, coordinating details, and guiding families through legacy planning, which does not only have to start only at the end of life. Listen to the full episode to find out when it makes sense for a person to consider a corporate trust.
You can also read Chris’ Business Times article that was discussed in this episode here.
Music courtesy of ItsWatR.
The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
For more related resources, check out:
1. Legacy Lessons From a $68 Million Dollar Family Story
2. Legacy Planning: It’s More Than Just Writing a Will
3. The Legacy of Two Matriarchs
To learn more about our retirement methodology, download our RetireWell® eBook here.
Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially.
We do not charge a fee at the first consultation meeting. If you would like an honest second opinion on your current estate plan, investment portfolio, financial and/or retirement plan, make an appointment with us today.
