Services
Providing Everything You Need
Comprehensive Will (a.k.a. Testamentary Trust)
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Lump sum / conditional distributions
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Fixed clauses
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Personalised and watertight
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Comes with corporate executorship & trusteeship
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Price starts at $1,250 (w/o lifetime custody); $$1,900 (w/ lifetime custody)
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When activated: Yearly admin fee 0.5% or lower p.a. for movable assets (min $4,000) / 5% p.a. for immovable assets (min $4,000 per lot)
Standby Trust
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Lump sum / conditional distributions
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Discretionary clauses
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Asset protection, distribution control & long-term growth
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Dynastic / Rockefeller / Waterfall trust structure
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Comes with corporate executorship & trusteeship, lifetime custody
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Price starts at $7,180 + Initial Trust Asset $2,000
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When activated: Yearly admin fee 0.5% or lower p.a. for movable assets (min $4,000) / 5% p.a. for immovable assets (min $4,000 per lot)
Insurance & CPF Trust (via Nomination)
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Funded by nominated assets (life insurance & CPF monies)
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Lump sum / conditional distributions
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Fixed clauses
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Comes with corporate trusteeship
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Price starts at $500 + Initial Trust Asset $100
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Inclusive of 1 nominated insurance policy + CPF nomination
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Additional policies are charged at $100 per policy (up to a max. of 20 policies)
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When activated: Yearly admin fee 0.5% or lower p.a. for movable assets (min $4,000)
Business Value Protection Trust (a.k.a. Buy-Sell Agreement)
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An escrow trust for business buy-sell agreement among shareholders and funded by insurance policies
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Inclusive of 1 insurance policy assignment
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Additional assignments are charged at $1,000 per policy
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Comes with corporate trusteeship
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Price starts at $8,000
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When activated: Yearly admin fee 0.5% or lower p.a. for movable assets (min $4,000)
Portfolio Structuring & Estate Optimisation
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Review and assess existing portfolio
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Streamline asset distribution
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Potential legacy creation through strategic portfolio structuring
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Price starts at $1,500
Schedule of Assets, Estate Liquidity Analysis & Asset Nomination
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Compilation of your asset inventory
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Estate liquidity analysis report
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CPF & insurance nomination
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Price starts at $500
