We are passionate about protecting and transferring wealth from generation to generation. Working with global private bankers and wealth advisors, we provide effective life insurance-based inter-generational wealth planning solutions to help high net worth individuals achieve their financial and legacy succession objectives.
Multi-generational wealth planning is critical to our clients, with managing risks as a key challenge in preserving wealth. At GFC, we apply life insurance to mitigate these risks as part of our holistic approach to wealth planning. We provide tailor-made solutions to meet clients’ evolving needs, regardless of their residency.
An effective and well-structured wealth plan will help high net worth clients achieve the following:
Seamless wealth transfer
- Ensure efficient succession planning for multiple generations
- Avoid costly and time-consuming probate procedures
- Avoid potential dispute over wills
Asset Protection
- Protect wealth from potential creditors or third parties
- Place assets in a structure for confidentiality and security
Tax Optimisation
- Liquidity planning for tax liabilities on assets encumbered with inheritance tax
- Tax efficient vehicles for clients residing in jurisdictions with global tax
Philanthropy
- How do you want to be remembered upon maturity?
- Provide donation to a designated charity organization
