Philanthropy & Legacy

Your Legacy.
Your Impact.

Structure your wealth for generations. From trust planning to charitable giving β€” we help you create a legacy that reflects your values and transforms lives.

Services

Legacy & Philanthropy Services

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Trust Structuring

Bespoke trust structures across Singapore, Hong Kong, Labuan, and Bermuda. From discretionary trusts to private trust companies β€” we design the right vehicle for your legacy goals.

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Charitable Vehicles

Donor-advised funds, charitable remainder trusts, and purpose trusts that maximise your giving impact while providing tax efficiency and estate planning benefits.

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ESG & Impact Portfolios

Align your investments with your values. We construct portfolios that generate competitive returns while driving positive environmental, social, and governance outcomes.

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Cross-Border Estate Planning

For families with assets across multiple jurisdictions. We coordinate wills, trusts, and succession plans across Singapore, Hong Kong, Bermuda, and beyond.

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Family Office Advisory

Comprehensive family office structuring for UHNW families. Investment governance, family constitution, next-generation education, and multi-generational wealth transfer.

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Will & Estate Administration

Professional will writing and estate administration services through our partnership with Riverside Trustees. Ensure your wishes are legally documented and properly executed.

Proven Impact

Results That Matter

18%

Estate Tax Reduction

For HNW clients through Bermuda policies and trust structures

4

Jurisdictions Covered

Singapore, Hong Kong, Labuan, and Bermuda for comprehensive planning

10-15yr

Client Relationships

Average relationship duration for HNW and UHNW clients

FAQ

Frequently Asked Questions

How do I set up a family trust in Singapore?

Setting up a trust in Singapore involves selecting a trustee, defining beneficiaries, and establishing the trust deed. The process typically takes 2-3 months for standard trusts. We work with licensed trust companies and coordinate legal, tax, and compliance requirements. Minimum assets for meaningful trust structuring typically start at $1 million.

What are the tax benefits of philanthropy in Singapore?

Donations to approved Institutions of a Public Character (IPCs) qualify for 250% tax deduction. We help structure your giving to maximise these benefits while ensuring your philanthropic goals are met. For larger gifts, charitable trusts and donor-advised funds offer additional structuring advantages.

What's the difference between a will and a trust?

A will takes effect after death and goes through probate (which can take 6-12 months). A trust takes effect immediately, avoids probate, and provides ongoing management of assets. For families with significant assets, minor children, or cross-border holdings, trusts offer superior protection and flexibility.

Can you help with cross-border estate planning?

Yes. We specialise in multi-jurisdictional planning across Singapore, Hong Kong, Labuan, and Bermuda. This includes coordinating local wills, trust structures, insurance policies (including PPLI), and ensuring compliance with CRS, FATCA, and local regulations in each jurisdiction.

Plan Your Legacy Today

Every great legacy starts with a conversation. Let's discuss how to structure your wealth for maximum impact β€” for your family and the world.

Ready for a clearer financial plan?

Book a free discovery call or get the SME benefits guide.