The preservation and transfer of wealth to the next generation are important by any measure. That is why we provide industry-leading services through our qualified wealth planners who will work with our wholly-owned subsidiary, BOS Trustee Limited, to assist you in protecting your family wealth and ensuring a smooth transfer to your future generations.
Our wealth planners undertake to know your asset profile by apprising themselves of your country of residence, business structure and situs of assets in addition to weighing your plans to preserve and transfer your wealth to those who are most important to you.
We will propose customised options– from a simple will to a trust or a private trust company – to give you a solution that secures your legacy, giving you peace of mind.
Drawing on the specialist skills of external experts (lawyers, accountants, trustees and advisors on specific areas e.g. tax, immigration, philanthropy, etc.) combined with our extensive professional experience from planning for some of Asia’s wealthiest families – Bank of Singapore can help you draw up a robust governance blueprint and family constitution which take into account your family’s succession objectives and philanthropic goals.
We can help your family bond with a common vision for the continuity of its wealth, its values and its businesses. Whether you feel compelled to support worthy causes such as education, healthcare or social entrepreneurship, we can provide you with access to specialists who will assist you throughout the giving process – allowing you to achieve the greatest positive impact, while being in line with your values and resources.
Through forums and various programmes, we present platforms for collaborative philanthropy – creating networking opportunities to connect donors with key influencers, public charities and family enterprise leaders to share best practices and experiences.
- Acting as trustee of Singapore, Jersey or other Proper law discretionary trusts
- Acting as trustee of Jersey law purpose trusts and as administrator of private trust companies
- Acting as trustee of charitable trusts
- Through trust structures, BOS Trustee can hold
- Bank accounts with Bank of Singapore and third party banks
- Life insurance policies
- Residential real estate
- Commercial real estate
- Pre IPO shares
- Unlisted company shares5
4Provided by BOS Trustee Limited, a wholly owned subsidiary of Bank of Singapore
5Respective restrictions apply
By combining our credit solutions, life insurance2 and wealth planning strategies, we can help you improve liquidity, manage risk, invest more efficiently and secure other benefits for your estate so as to fulfil your family legacy expectations over the longer term.
2Provided by external parties / insurance brokers referred by the Bank
OCBC Bank solutions
- Consumer banking
- Corporate banking
- Transaction banking
- Investment banking
- Corporate finance3
3Provided by OCBC Bank or via external parties