WEALTH PRESERVATION & SUCCESSION PLANNING

Jan 16, 2025
British and Malayan Trustees Limited.

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

 

 

 

 

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