Succession and Trusts in Wealth Management
“The conditions are therefore ripe to address the succession of wealth as globally, many of the HNWI and mass affluent segments are from the baby boomer generation, now in their 50s and beyond. Commentators often say that we are now experiencing the age of the greatest transfer of wealth! This generation will see the largest transfer of money in the history of the world. The Asia-Pacific region now leads the world with the largest amount of HNWI wealth. According to the Asia-Pacific Wealth Report 2016, publishes by Capgemini, Asia-Pacific HNWI in Asia-Pacific population grew by 9.4
Wealth Management in Singapore is expected to feature strongly in the next few years. If Singapore continues to be perceived as a stable and well-regulated financial centre, it should be an attractive jurisdiction for wealth management. Along with it, financial services including trusts and other fiduciary services will grow in tandem.”
This book, now in its Third Edition, gives a comprehensive coverage of the various aspects concerning estate planning, wills, trusts and succession in wealth management. It is written for financial services professionals and estate planners to help plan in matters such as structuring of a suitable vehicle for their clients to hold investments and other assets.
About the author
Chiwi Lee was called to the Bar of England & Wales as a Barrister-at-Law in 1986 and admitted as an Advocate & Solicitor of Singapore in 1988. He holds a MBA from the Nanyang Business School. He worked in various law firms in Singapore for some 16 years and his practice was focused in corporate, funds and private client work. In 2004, he was appointed Chief Executive of British and Malayan Trustees Limited, a public listed trust company from 2006 to 2007. In 2008, he joined Rockwills Estate Planning Singapore as Chief Executive to spearhead Rockwills’ business in Estate Planning, Wills, and Trusts.
Chiwi is a STEP member of the Society of Trust and Estate Practitioners and was Chairman of the Singapore STEP Branch (2014/2015). In 2015, he was also designated ChT (Chartered Trustee) by the Singapore Trustees Association, a title borne only by senior trust practitioners in Singapore. Chiwi is the author of other books including “Drafting of Trusts and Will Trusts”, with James Kessler Q.C., 2nd edition, 2015. He was invited to speak at many forums organised by the IBF, FPAS, IRAS and STEP. He has also been adjunct faculty with the Singapore Management University, lecturing in the MSc Program in Wealth Management, (Estate Planning and Tax). His sporting passion is golf.
If there is no will, your family members could end up engaged in a cumbersome and lengthy process before your assets could legally be passed on to them. This could be at a time when they are most vulnerable, especially when untimely death has occurred. Sometimes, they could become involved in a long drawn process with the law. Disputes amongst family members may lead to a complicated legal battle.
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