Preserving your legacy begins with mapping out your wealth objectives and designing intergenerational plans to achieve them.
Our team of wealth planners is here to help you put together a plan tailored to your needs. We work closely with our wholly owned trust company, BOS Trustee Limited, and an ecosystem of reputable external advisors, such as lawyers, accountants, and consultants to help achieve your succession objectives, wealth transfer and legacy goals.
Succession and estate planning is an important aspect of your wealth planning strategy, which sets a clear direction for your wealth transition.
It is important to consider various aspects, from the type of assets that comprises your wealth to where your successors are located. Our wealth planners can help you develop a plan to achieve wealth continuity and transfer to the people who matter to you most.
Establishing a formal structure to professionally manage your family wealth helps address potential conflicts and succession issues.
Drawing on our extensive professional experience from planning for some of Asia’s wealthiest families, our advisory specialists can explore with and guide you on setting up the various family office components to address your wealth, family and governance needs.
Having a robust plan that provides liquidity helps to protect and preserve your family’s wealth at certain life events or when the unexpected happens.
A well thought out liquidity and risk management strategy is essential in supporting the growth and continuity of your wealth for future generations. Let us help you plan for the future.
Our wholly owned trust company, BOS Trustee Limited, is one of Singapore’s oldest trust companies with a comprehensive suite of offerings.
Supporting your trust planning, BOS Trustee Limited can hold portfolios that are held in Bank of Singapore and third-party bank accounts, life insurance policies and other assets for legacy purposes, such as real estate and strategic financial investments (pre-IPO shares and listed company shares).
Building your family legacy can go hand in hand with giving back to the world and strengthening the communities closest to your heart.
We can help you align your family wealth purposes with your philanthropic aspirations. Through referrals to external philanthropy advisors, we can support you in exploring ways of charitable giving*, so that you’ll be part of real change.
*Bank of Singapore does not provide any legal or tax advice. Client should obtain independent financial, legal, accounting, tax or other advice from your own financial or other professional advisers, taking into account your specific investment objectives, investment experience, financial situation and particular needs, before making a commitment to obtain any service or purchase any investment product. Bank of Singapore does not and will not conduct any fund-raising appeal on behalf of any person(s).