Wealth Management solutions

We will be able to assist with a suite of wealth management solutions

  • unit trust platform
  • tax planning
  • business continuity
  • estate planning (trusts and will) – contact us for a free consultation on estate planning
  • offshore banking

Specially tailored for high net-worth individuals, who are Accredited Investors, I can link you up with private banking services as well.

Under the Securities and Futures Act (“SFA”), “accredited investors” include (i) individuals whose net personal assets exceed S$2 million or whose income in the preceding 12 months is not less than S$300,000, and (ii) corporations with net assets which exceed $10 million.

Do contact us for your wealth management needs.

Find out more on your financial planning

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