Panel Discussion - Legacy creation for HNW families

Michael Wei of Sun Life

Oct 5, 2022

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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?


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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