Let’s work together to create a robust and effective succession plan that will protect your family’s wealth for the long term and ensure a smooth transition of wealth between generations.
Our Services
Legacy Wealth Advisors Pte Ltd provides independent holistic advice on wealth management & succession planning to help families to preserve & grow their wealth and to ensure a smooth transition of wealth to a prepared next generation.
Succession Advisory
Succession Consulting
Work with an independent specialist to create a holistic succession plan that will protect your family for the long term.
Our services are tailored to meet your needs and can include:
- Designing a bespoke strategy for your family, which may include trusts, companies and other succession structures.
- Leading a succession planning project for you, including recommending and coordinating with other advisors such as tax advisors, trust lawyers, trustees and bankers to ensure a robust and effective solution for you.
- Undertaking a trustee selection process to research and short-list potential trustees, to negotiating fees on your behalf.
- Coordinate implementation to ensure a smooth execution of the succession plan.
Protectorships
Legacy Wealth Advisors can provide a professional protector as independent oversight of your trustee and investment managers to be an important check-and-balance in your family structure.
Family Office
Work with independent professionals to create a family office which suits your long term requirements.
Our services are tailored to your needs and can include:
- Designing a bespoke strategy for you to establish a family office in Singapore.
- Leading a project for you, including recommending and coordinating with other advisors such as tax advisors, trust lawyers, trustees and bankers to tailor an effective family office solution for you.
- Arranging an incubator single family office solution, including facilitating a licenced fund manager to support a family office tax exemption, providing investment professionals & a dedicated office in Singapore.
Directorships
Invite a financial professional to act as an independent Director to your family structure to add integrity and continuity for the long term.
Advisory Boards
We can bring wealth management & trust expertise, Asia-based experience and diversity to your advisory board to add value and ensure your strategic goals are met for a secure future.
Investment Advisory
When navigating the complex world of investments, it helps to have independent professional advisors, working for you, without conflicts of interest. Legacy Wealth Advisors can be your financial personal assistant. Let’s work together to tailor a prudent investment strategy to preserve and grow your wealth over the long term.
Investment Advisory
Work with independent professionals to create a prudent investment strategy to preserve and grow your wealth over the long term.
Our services are tailored to your needs and can include:
- Acting as your independent wealth advisor, your own Financial Personal Assistant or Private Investment Office, to help you to manage your wealth.
- Providing strategic investment advice across your banks & custodians.
- Providing individual portfolio investment advice.
- Undertaking a search and short-listing for suitable long term banking partners for you, negotiating fees for you and smoothing out account opening.
- Providing investment oversight of your banks & fund managers, providing transparency and reduced costs.
- Provide a single point of contact for your banks, administrators, and tax advisor to simplify administration.
Investment Oversight
Appoint professionals to provide independent oversight of your trustees, banks and fund managers to give an additional layer of protection, to enhance the integrity of your wealth management structure and to provide a systemsed set up to last through generations.
- Providing independent investment oversight of your trustees, banks & fund managers to enhance the integrity of your family structure.
- Monitoring each of your banks and fund managers on an on-going basis to ensure the respective portfolios are invested in-line with your requirements.
- Provide independent oversight of the risk management of the overall strategy and of each portfolio and provide a quarterly review report to you.
Family Harmony
One of the keys to a successful transition of wealth is to have everyone on the same page. Legacy Wealth Advisors can facilitate this by providing bespoke services to enhance family harmony.
Family Dialogues
We facilitate confidential family meetings or retreats to bring all generations together and create a safe space for family discussions.
This helps families to be on the same page and to ensure that each member is engaged in the process and understands what the family succession plan means for them.
We can use this forum to educate, coach and prepare the next generation for being future wealth owners.
Shared Core Values
Through a series of individual sessions and meetings, we can align your family by creating shared core values.
This helps families to create harmony with a greater understanding of each other’s perspectives and agreeing on shared values.
Family Mission Statement
We facilitate discussions to help our clients create a family mission statement that enhances harmony in relationships and identifies a common goal for the future.
Family Charter
We facilitate family dialogues as a safe space for family discussions. We can help you to create a family charter to include your shared core values, mission statement and key principles or rules which have been agreed upon within the family.
This gives families real clarity and aligns the direction for the future.
Family Wellness
There are many examples of families who have money but they are not wealthy because they are not in harmony with themselves and the world around them. We work with families to enhance family harmony through generations.