Legacy & Estate Solutions

The beneficiaries of your legacy

Ensuring that your estate is sufficiently prepared to leave a legacy of worth to your loved ones is perhaps the most satisfying component of the wealth management solution.

Setting a legacy strategy in place with the effective use of tools such as trusts and insurance, provides you with a vision of how your beneficiaries will be cared for at the time of your passing.

By drawing from Ashton Whiteley' estate preparation and management expertise, you are guided through the trust incorporation procedure by a team of legal and accounting professionals whose expertise is focused throughout the more stable financial centers in Asia.

We have incorporated and continue to manage trust structures in Singapore, Hong Kong and Tokyo.

Trust incorporation and management

Understanding your requirements will help us to present a structure that is of most relevance to your specific wishes. Through your trust company you are able to delegate a large number of services that could include the continuous management of your investments, a tax efficient wealth distribution schedule and charitable-giving tools.

Naturally, your wishes for the distribution of wealth at the time of your passing will be incorporated within a letter of wishes that serves to detail your exact distribution requirements.

This service becomes ever more important if severe disability or unexpected events prevent your wishes from being documented.

Contact us today

For more information on the services we offer and how we can help you to create a financial planning solution to meet your requirements, contact Ashton Whiteley today for an obligation free discussion with a qualified financial adviser.

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Custom services

Customized approach to meeting individual client needs and long-term financial objectives.