We aim to build strong and long-lasting relationships with all our clients. We invest time in analysing each client's unique situation so that we can provide practical, effective solutions.
A trust is just one of the many tools of wealth management and it is essential to understand a client’s needs and objectives before the establishment of a trust. Proper tax and legal advice must be obtained based on all relevant information.
A trust may be a useful tool to achieve the following objectives:
- Asset protection – a trust may protect assets in the event of a divorce, business failure or professional negligence claim
- Prevent family disputes and provide for spendthrift heirs
- Provide for the education of young family members
- Provide for beneficiaries with special needs
- Provide for a smooth transfer of the family business from one generation to another
- Avoid probate
- Consolidation of global assets
- Effective estate planning and avoidance of “forced heirship” rules
- Tax planning and avoidance of inheritance tax / estate duty
- Provide for charity
Our services include:
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Establishment of a trust – this may be a Singapore or offshore trust with underlying corporate entities. We can act as the trustee of many kinds of trusts including:
- Private family trusts holding real estate, insurance policies, investment portfolios etc
- Business Trusts
- Charitable Trust
- Trust Administration – this includes management of the trust assets, preparation of trust accounts and distributions to beneficiaries
- Acting as the Protector of a trust
- Acting as a professional executor and trustee of a Will
- Acting as a professional administrator of an Estate
- Commercial Escrow Services – this may be useful for parties who wish to enter into a commercial transaction but require an independent third party to collect, hold and transfer funds between the parties who may be located in different parts of the world. We will hold such funds and release the same only upon specific instructions or conditions as agreed between the parties