This is a 3 hours lecture and inclusive of a half-hour question and answer session. Reading materials will be distributed to participants during the class
The Wealth & Trust is designed to provide participants an overview of the succession planning tools available to clients. As Singapore is positioned to be a global financial hub, the number of high-net-worth individuals (HNWIs) are expected to increase significantly over the years. The profile of these individuals are different from those of the earlier years. The stark differences are the methods of acquiring wealth, the younger age, and most of all, the mentality towards wealth and values in life.
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