Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making ikigai decisions before money decisions—is rooted in our experience of managing over S$1 billion worth of our clients’ hard-earned assets.

In this week’s Money Wisdom episode, our co-host Isaac chats with Chris about why trusts are more than just tools for asset distribution. Chris shares the emotional challenges of assigning trustee rights that our clients face, the limits of corporate trustees, and the benefits of a team approach.

Chris also highlights the vital role of wealth advisers in providing a holistic view, coordinating details, and guiding families through legacy planning, which does not only have to start only at the end of life. Listen to the full episode to find out when it makes sense for a person to consider a corporate trust.

You can also read Chris’ Business Times article that was discussed in this episode here. 

Music courtesy of ItsWatR.

The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

The full list of Providend’s Money Wisdom podcast episodes from Season 4 can be found here.

Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.

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TBC