Preserve Your Assets

PRESERVE YOUR ASSETS

Part of the Private Wealth Manager’s assignment is to help clients generate a guaranteed stream of income and multiply their family assets when and if clients loses the ability to earn an income, totally permanently disabled, diagnosed with one of the 36 critical illnesses or met with an unfortunate accident.

Private Wealth Managers help clients do insurance planning the conventional way, however, they also utilize insurance for other purposes, depending on the clients’ needs. Hence, we provide onshore and offshore insurance planning to maximize coverage with minimum cost. Our Private Wealth Manager will advise and make certain that our clients are adequately covered.

Besides making sure that our clients’ needs are covered, we also pride ourselves in giving the best after-sales service to our clients. Our professionalism, quality service and sound advise are among the best in the industry, while maintaining our core focus on our clients’ needs.

Our Procedure

How to setup a family trust?

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Define your intentions

The first step in setting up a family trust is to define your intentions. Some people setup a trust for quick distribution of assets (especially liquid assets), some are for family income protection (bread-winner protection), some for families with special needs children and some for protection against liabilities and creditors.

Determine the trigger event

The second step is to determine the trigger event, when will the trust kick-in? There are a few types of trigger events, the most common ones are upon death, total permanent disability, coma or mental disability and last but not least, critical illness.

Determine what type of asset will be included in the trust.

Bank accounts (fixed deposits, savings accounts and current accounts), unit trust accounts, insurance policies, company shares (Sendirian Berhad), residential and commercial properties and cash are asset types that can be included in a trust. Trust beneficiaries and trust period will also need to be determined.
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