Establishing a formal structure to professionally manage your family wealth helps address potential conflicts and succession issues.

Drawing on our extensive professional experience planning for some of Asia’s wealthiest families, our advisory specialists can guide you on setting up the various family office components to address your wealth, family and governance needs.

Succession and estate planning sets a clear direction for your wealth transition.

Our wealth planners can work with you on a continuity plan that helps transfer your wealth to the people who matter to you most. We do this by taking a holistic view of wealth planning. These include the type of assets comprising your wealth, your wealth preservation and legacy goals, and the needs of the next generation. 

A well-thought-out liquidity and risk management strategy helps to protect and preserve your family’s wealth and hedge against unexpected life events. Let us help you plan for your future generations.

Our wholly-owned company, BOS Trustee Limited, can support your legacy planning with its comprehensive offering as one of Singapore’s long-standing trust companies.

As part of BOS Trustee Limited’s offerings, acceptable assets that can be held under the trust are bankable assets with Bank of Singapore, life insurance policies and other assets for legacy purposes. 

We can help align your family values and wealth purposes with your philanthropic aspirations through charitable giving and working with philanthropic advisors and organisations.

Disclaimer

We do not and will not conduct any fundraising appeal on behalf of any persons, nor do we provide any legal or tax advice. Before committing to receiving any service or purchasing any investment product, you should obtain independent financial, legal, accounting, tax or other advice from your own financial or other professional advisors. You should also consider your investment goals, investment experience, financial situation and particular needs.