Legacy Planning

Smart Nation Singapore should not wait until the next generation has chosen other wealth centres to prepare for electronic wills.
THE BOTTOM LINE

Modernising wills for a smart nation

Singapore’s reputation as a wealth management centre would benefit from this move

Other concerns of HNW individuals include conflict over their assets, and market volatility affecting the valuation of the assets.

Majority of affluent Singaporeans fear their wealth won’t last beyond next generation: poll

About 75% also worry their heirs are not financially equipped to manage inherited assets

Legacy and estate planning has evolved from a "lawyer-only" or "trustee-only" model, to a multidisciplinary, team-based approach.
MONEY WISDOM

Beyond the trust deed – a team-based approach to legacy planning

A trusted wealth adviser and business exit specialist are among those needed in a proper legacy and estate planning team

Prudential Singapore is expanding its pool of private client advisors and offering more tailored wealth solutions.
BRANDED CONTENT

Growing trust, not just wealth: How they help clients build legacies with purpose

With empathy and a holistic approach, Prudential Singapore’s private client advisors share how wealth planning can be done right for high-net-worth individuals

As an advisory-first bank, Hong Leong Bank focuses on understanding each client’s full financial picture, including their aspirations, priorities and multi-generational goals, rather than taking a product-driven approach.
BRANDED CONTENT

Heritage meets ambition: Asian bank’s strategy to capture the emerging wealth class in the region

As South-east Asia prepares for an unprecedented transfer of capital, Hong Leong Bank’s tie-up with Lombard Odier brings time-tested global asset management expertise to this growing market

Hong Kong, with its legal strength and access to global and Chinese markets, could be attractive to wealthy individuals and families looking to protect generational wealth.
BRANDED CONTENT

‘Free market DNA’ and proximity to innovation hubs: Why Hong Kong appeals to family offices and investors

With its vibrant financial markets and a deep pool of wealth management expertise, the city continues to draw those seeking a secure foothold in Asia’s dynamic economy 

Legacy planning today reflects changing priorities – from financial security to nurturing the passions and potential of future generations.
BRANDED CONTENT

From greater liquidity to flexibility: How insurance can be a good entry point to legacy planning

With long-term goals coming into sharper focus, HSBC Life Singapore CEO Harpreet Bindra shares how evolving needs are shaping the way people prepare for the future

Did you know there's more to legacy planning than just wills and trusts?

WealthBT: Crafting a lasting legacy of values over valuables

Are you preparing your children to inherit wealth responsibly? This week on WealthBT, Genevieve Cua chats with Christopher Tan from Providend about crafting a meaningful legacy plan that transcends ju...

Left: David Lim scaled mountains and overcame a partial disability in the late 1990s. Right: Today, Lim has turned to entrepreneurship and is setting his sights on leaving a lasting legacy.
BRANDED CONTENT

‘You don’t need millions’: How donor-advised funds helped this former mountaineer build his legacy

With support from the Community Foundation of Singapore, he found a way to create lasting impact without being weighed down by paperwork and administrative complexities