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Wealth Planning at DBS Private Bank

2024

On 4 November 2024, we launched our 6th seminal Family Office publication titled Global Indian Family Offices: Evolution of the Indian Diaspora in partnership with Bloomberg Media. This publication offers a unique exploration of the evolving landscape of Indian family offices and business families. Through in-depth interviews with 13 prominent Indian diaspora families, the research delves into their perspectives, experiences and aspirations across key themes such as Philanthropy, Investment, Impact Investing, and Succession & Legacy Planning.

View the feature publication here:

Global Indian Family Offices: Evolution of the Indian Diaspora

2023

On 19 October 2023, we launched “The Asian Family Office: Driving Impact and Innovation” in partnership with the Financial Times. This publication explores how Asian family offices are discovering a new era of passion and purpose. Featuring insights from Asia’s leading philanthropists and industry experts, delve into the evolving priorities of the younger generation and learn how risks can be turned into opportunities.

View the feature publication here:

The Asian Family Office: Driving Impact and Innovation
Supplementary Report: Tax Considerations in Key Asian Jurisdictions
(简中) 亚洲家族办公室 - 推动影响力和创新
(简中) 补充报告:亚洲主要司法管辖区的税务考量
(繁中) 亞洲家族辦公室 - 推動影響力和創新
(繁中) 補充報告:亞洲主要司法管轄區的稅務考量

2022

On 13 October 2022, we launched “New Economy, Next Generation: Family Offices in a Changing World”, our first report in partnership with the Financial Times to explore the complex challenges in this new post-Covid economy and how the next generation are helping their families navigate the future.

View the feature publication here:

New Economy, Next Generation: Family Offices in a Changing World
(简中)新经济,新世代: 瞬息万变世界中的家族办公室
(繁中)新經濟,新世代: 瞬息萬變世界中的家族辦公室

(简中)新经济,新世代: 瞬息万变世界中的家族办公室 (Pt. 1)
(简中)新经济,新世代: 瞬息万变世界中的家族办公室 (Pt. 2)

2021

On 22 September 2021, we launched “Governance and Succession: Family Offices and the Chinese Diaspora in Asia”, our second report from The Economist Intelligence Unit to explore the history, dynamics and governance implications as they relate to families of the Chinese diaspora in Asia and their businesses and family offices.

View the feature publication here:
Governance and succession: Family offices and the Chinese diaspora in Asia
(简中)治理与传承:家族办公室及亚洲华裔群体
(繁中)治理與傳承:家族辦公室及亞洲華裔群體

(简中)治理与传承:家族办公室及亚洲华裔群体
(繁中)治理與傳承:家族辦公室及亞洲華裔群體

 
2020

On 12 November 2020, we launched “The Family Office Boom – Contrasts between East & West” produced through the inaugural collaboration between DBS Private Bank and The Economist Intelligence Unit.

View the feature publication here:
The Family Office Boom – Contrasts between East and West
(简中)家族办公室热潮:东西方对比
(繁中)家族辦公室熱潮:東西方對比

 
2019

In 2019, we launched “The Asian Family Office – Key to Intergenerational Planning” produced through the collaboration between DBS Private Bank and EY.

View the feature publication here:
The Asian Family Office – Key to Intergenerational Planning
(简中)亚洲家族办公室: 代际规划的关键
(繁中)亞洲家族辦公室: 代際規劃的關鍵

Components

Succession planning

Transferring a lifetime of wealth – assets, knowledge, family values – to the next generation is complex. We'll guide you through the intricate process and suggest the best path to take.

Risk Management

Your wealth deserves protection. We manage risks across personal, legacy, and business needs with ongoing monitoring and disciplined oversight. Bespoke life and income solutions are designed to preserve liquidity, safeguard your family’s lifestyle, and ensure financial obligations are secured.

Family Legacy Planning

Every family is different. To meet our clients’ unique needs, we’ve set up the world’s first bank-backed Multi Family Office Variable Capital Company. Let us create a wealth plan that aligns with your family’s values.

Professional Advisory

Navigating the complexities of global tax, legal and regulatory change is our job, not yours. We proactively anticipate the impact of these shifts, crafting resilient strategies to future proof your family office, business and portfolio, all to ensure the enduring preservation of your wealth and legacy.

Philanthropy

We recognise your interest in taking an active role in shaping the future. If your desire extends beyond financial contributions, dedicating time and knowledge to causes close to your heart, we’re here to help. Let’s turn your passion into impact!