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Wealth Planning at DBS Private Bank
Let us customise a plan to ensure that your family’s future is secure
Wealth Planning at DBS Private Bank
At a Glance
Customise a plan for the people who matter the most to you.
Protect your wealth in an increasingly complex environment.
Ensure that your wealth is dealt with as you wish in the future.
When it comes to families, there is no one-size-fits-all wealth plan. What you want for your family is unique. And the right plan is one that is customised to fit your circumstances and goals. With DBS Private Bank, you’ll get best-in-class solutions for today, and tomorrow.
New: Feature Publication 2022
Following three successive years of seminal publications on Family Offices we are delighted to continue our thought leadership in this space with the launch on 13 October 2022 of “New Economy, Next Generation: Family Offices in a Changing World” 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.
Read the new 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)
All feature publications:
| 2022 | 2021 |
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| 2020 | 2019 |
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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
Components
Succession planning
The transfer of assets from one generation to another is an issue that all families must face. There are various solutions that you can implement. The right solution depends amongst other things on your residence/domicile and the location of your assets.
Family office
At its most basic, a family office is an entity that is used to professionalise the investment management of your wealth during and after your lifetime.
Depending on your needs, the family office’s responsibilities can be expanded to include providing other services to your family.
Philanthropy
Traditionally, charitable giving may be simply you making “cheque-book donations” to institutions of your choice e.g. a hospital, school or non-profit organisation. Today, you may instead give to social enterprises that support specific causes that matter to you and your family.
Alternatively, you may go further and make investment decisions where financial returns are secondary to measurable social impact, a strategy often referred to as impact investing.
Tax planning
Cross-border taxation is a consideration that will be relevant to you if you have investments overseas (such as shares or properties) or have family members living abroad. With proper structures/ advance planning, complex tax implications or high tax exposure can be efficiently mitigated.
Liquidity planning
When it comes to family, nothing matters more than ensuring that their future is secure. You want to provide for them, protect them, and safeguard their best interests, knowing that when the future arrives, they have what they need.
Innovative life insurance solutions allow you to plan for unforeseen circumstances.
DBS Multi Family Office
The DBS Multi Family Office Foundry VCC is the world’s first bank-backed multi family office launched in Singapore that leverages the Singapore variable capital company structure. It offers an alternative option for ultra-high net worth families who are seeking a safe and secure platform in Singapore for their investments but are not yet ready to set up their own single family office.
To find out more, get in touch with our Wealth Planning team.
Interested to find out more about our wealth perspectives?
Check out these articles to find out more about wealth planning:
Featured in the News
How Singapore is setting new highs in the family office space
Family offices rethink how they can create social impact
DBS’ Lee Woon Shiu on Finessing UHNW Wealth Solutions During a time of Crisis
Pandemic sparks prudence among Asia’s family offices
Singapore as the ‘go-to’ Centre for UHNW Families and Family Offices
Wealth Planning Videos
Pitfalls of Using Single Name Accounts
Issues involving UK & US Situs Assets
Changing Times, Changing Needs
Contact us
Please call 1800 221 1111 and ask for a Wealth Planning specialist.
If you are interested to start a new relationship with us, please leave your details and we will contact you.
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