WEALTH PRESERVATION & SUCCESSION PLANNING

WEALTH PRESERVATION & SUCCESSION PLANNING
In a recent interview with Hubbis, Mr. David Koay, CEO of British & Malayan Holdings, emphasized that wealth preservation and succession
planning are paramount concerns for ultra-high-net-worth individuals. Clients are increasingly interested in bespoke trust structures to
manage their wealth across generations. Financial advisors need to provide tailored advice and consider international legal implications.
Read the article by clicking on the link: David Koay on Wealth Preservation, Succession Planning, and the Future of UHNW Advisory – Asian Wealth Management and Asian Private Banking