Panel Discussion - Legacy creation for HNW families

Michael Wei of Sun Life

Oct 5, 2022

View Event

For institutional, professional investors and financial intermediaries only and not for retail or public use.

Legacy creation for HNW families

  • What are the factors to consider when planning for a legacy for yourself and your family?
  • Why is it important to establish a legacy planning strategy for your philanthropic efforts?
  • How to build a forward plan for your philanthropic legacy?
  • What can you learn from the successful philanthropic legacies set up with Community Chest?
  • With the increasing numbers of Family Office being set up in Singapore, is this the way forward for HNW and UHNW families to manage their family wealth?
  • What are the trends of Family Office concept in the next 5 years?
  • How do trusts, family constitution, family offices play a role in HNW families’ legacy planning?
  • What is a typical Singapore based Family Office like?

Chair

Michael Wei
Chief Partnership & Marketing Officer
Sun Life Singapore

Panel Members

Sim Mong Teck
Founder & Managing Partner
Sim Mong Teck & Partners

Charmaine Leung
Managing Director, Community Chest and Group Director, Fund-Raising & Engagement Group
National Council of Social Service

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