Legacy & Succession Planning

Protecting your wealth for your family in this current climate is essential for peace of mind, and to secure your dreams for the future.

 

Legacy planning is much more than having a will, the objective is to structure your assets and preserve your estate securely for your next generation to create a foundation for your family’s future. Legacy planning isn’t just for the elderly or the wealthy, it’s for anyone who wants to make sure that their loved ones are well taken care of in the event something unfortunate happens. In the same vein, creating a succession plan is also one of the most important things you can put into place.

 

The goal of your legacy plan is to pass control and ownership of your “estate” assets and interests to the right people in a timely way. We use structures to create the legacy plans that will preserve your estate while providing a financial solution to enhance your legacy.

 

During this process, you will want to protect the assets and interests you wish to distribute. This means that you’ll want to maximise asset protection for beneficiaries from possible threats such as bankruptcy or relationship breakdowns. After all, you don’t want your assets left in the wrong hands.

Succession planning for future generations

Protecting your wealth for your family in this current climate is essential for peace of mind, and to secure your dreams for the future.

 

Legacy planning is much more than having a will, the objective is to structure your assets and preserve your estate securely for your next generation to create a foundation for your family’s future. Legacy planning isn’t just for the elderly or the wealthy, it’s for anyone who wants to make sure that their loved ones are well taken care of in the event something unfortunate happens. In the same vein, creating a succession plan is also one of the most important things you can put into place.

 

The goal of your legacy plan is to pass control and ownership of your “estate” assets and interests to the right people in a timely way. We use structures to create the legacy plans that will preserve your estate while providing a financial solution to enhance your legacy.

 

During this process, you will want to protect the assets and interests you wish to distribute. This means that you’ll want to maximise asset protection for beneficiaries from possible threats such as bankruptcy or relationship breakdowns. After all, you don’t want your assets left in the wrong hands.

Succession planning for future generations

For over 20 years, we have guided many of our clients in making smart decisions, successfully nurturing their wealth while preserving the capital they so painstakingly worked to accumulate.

 

The defining quality of legacy planning is that it should be approached in a consultative manner, making our focus you, the client. We don’t work with a presupposed mindset of what you need before meeting you.

 

We work as per your specific needs and preferences, believing that a strategically tailored legacy & succession plan is the most important and effective avenue to understand your asset and investment aims.

 

While you work hard to acquire your wealth, our advisers are dedicated to assisting you to manage, maintain, and grow your finances. If you have built your own business, there is also an opportunity to structure your legacy plan to ensure family members continue to run it.

legacy planning Singapore

It’s never too late to start planning with Global Financial Consultants, you can build a legacy & succession plan that best reflects your wishes and gives your family and business protection for future generations. Find out more about legacy planning in Singapore with us!

legacy planning Singapore

It’s never too late to start planning with Global Financial Consultants, you can build a legacy & succession plan that best reflects your wishes and gives your family and business protection for future generations.

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