Taking advantage of Asia's “bull market” for wealth planning
One of the most notable obstacles to capitalising on the growing need for wealth planning for Asia’s ever-wealthier and increasingly international families continues to be education – at both the adviser level as well as for high net worth (HNW) clients.
An evolving approach to using trusts in Asia
In line with the many regulatory, tax and general transparency-driven developments globally, there is a growing focus within Asia’s advisory community on how to make the best use of trust structures as part of the various wealth planning options available to high net worth (HNW) clients.
Tackling wealth planning for families
Barbara R. Hauser of Barbara R Hauser LLC explains the various planning considerations and challenges for families when trying to ensure smooth governance and wealth transfer.
Creating a robust family governance structure
Christian Stewart of Family Legacy Asia explains how families can put in place a solid and sustainable governance system for family-owned businesses, to ensure their smooth running and avoid conflict.
Managing multi-jurisdictional wealth
Barbara R. Hauser of Barbara R Hauser LLC discusses the various steps and challenges involved in helping families manage their multi-jurisdictional wealth in an effective and sustainable way.
How to use trusts for family planning
Christian Stewart of Family Legacy Asia assesses the use of trusts as part of wealth planning for families, and explains the most effective way to use this tool in this succession process.
The evolution of wealth planning in Asia
Angelo Venardos of Heritage Trust looks at some of the key trends and challenges in wealth planning in Asia today, including what he calls a jurisdictional arbitrage between Hong Kong and Singapore.
A growing focus on wealth planning advice
Angelo Venardos of Heritage Trust looks at how and why wealth planning is becoming more important in Asia, and how discussions with clients are evolving.
How to use and manage private trust companies
William Ahern of Family Capital Conservation looks at some of the main misconceptions around private trust companies, and explains how to overcome these.
Understanding private trust companies
William Ahern of Family Capital Conservation explains the main features and characteristics of private trust companies, and looks at why they are increasingly popular in Asia.
The importance of estate planning
Elizabeth Thomson of ICS TRUST explains why it is so important for families and individuals to have in place an estate plan, and looks at some of the problems which arise from not being prepared.
Wealth planning trends in mainland China
Marcus Leese of Ogier looks at some of the trends and developments in estate and succession planning in mainland China, including key characteristics of the local market.
Finding a suitable wealth planning regime
Angelo Venardos, chief executive officer of Heritage Trust Services, looks at some of the key differences in trust regimes, and broader wealth planning options, between Singapore and Hong Kong – and what this means for the attractiveness and competitiveness of each jurisdiction.
Proper wealth planning
Jonathan Hubbard, head of wealth planning at UBS Wealth Management in Asia, explains how high net worth (HNW) individuals in Asia should view and use trusts.
How to select a trustee
Elizabeth Thomson of ICS TRUST looks at the different types of trust companies and individual trustees, and explains how families and individuals can choose the right one for them.
How to avoid family conflict through wealth planning
Marcus Leese of Ogier explains how estate and succession planning can help families tackle potential conflict over wealth, and looks at key considerations in the process.
Offering estate planning and philanthropy in India
Shiv Gupta of RBS looks at the role of estate planning and philanthropy as part of the services offered to wealthy individuals in India.
Philanthropy in Asia – creating sustainable initiatives
Christina Tung of UBS explains how wealthy families can set up and implement effective and measurable philanthropic initiatives, and outlines challenges to overcome in the process.
Philanthropy in Asia – emerging trends
Christina Tung of UBS looks at trends in philanthropy among wealthy Asian families – in particular how the approach is changing from one generation to the next, and how it differs from that in the West.
How to be an effective adviser for wealthy families
Henry Hirzel of UBS explains some of the main skills and attributes that wealth managers need to be able to effectively advise families on wealth protection and succession planning.
How to protect family wealth
Henry Hirzel of UBS discusses some of the effective ways for families to protect their wealth from one generation to the next, paying particular consideration to the family business.
Understanding wealthy Asian families
Henry Hirzel of UBS looks at some of the specific issues for Asian families when planning for succession and the protection of the family business.
Using insurance as part of the estate planning process
Thomas Vonrueti of Swiss Life looks at the potential for using life insurance as another estate planning tool.
How you can get the most out of giving
Tee Fong Seng, vice chairman and head of ultra high net worth, private banking, Asia Pacific at Credit Suisse explains how you can understand and maximise opportunities in relation to philanthropy.
Putting in place a suitable estate plan
Brendan Harper of Friends Provident International discusses the components of an effective estate plan, and explains how individuals and their advisers can implement an appropriate strategy.
Tackling issues over the control of trusts
Marcus Leese of Ogier looks at the growing importance of – and options for – settlor control in trust structures, and explains the implications of not planning properly.
Finding a suitable trust structure for each client
Marcus Leese of Ogier explains some of the main issues and decision-making factors when choosing the most appropriate trust structure for a client, and looks at some of the pitfalls to avoid in the process.
Techniques for advising on inter-generational wealth transfer
Ser-Keng Ang of Singapore Management University talks about some of the key issues and considerations for relationship managers when advising their clients and wider families on wealth transfer.
Being well-prepared to avoid costly divorces
Since it is generally too late to put in place trust and other asset-protection structures once a marriage has run into difficulties, couples – and their advisers – might be minded to implement responsible and legitimate arrangements for wealth preservation before or soon after marriage.
A toolkit for a successful wealth planning strategy
Mark Smallwood of Deutsche Bank Private Wealth Management explains some of the main tools available to relationship managers and advisers when creating a succession plan for their clients.