For Singapore families with $5 million or more

You spent 30 years building your wealth.
One wrong marriage could take half of it.

Multiple properties. A business. Investments.
But no clear answer on how it all passes down.
Answer 8 questions. See how families like yours solved the exact worry you have.

Start the 2-Minute Assessment

Summit Planners · Since 2000 · Certified Estate Planner · Works with a licensed trust company

Three generations of a Singaporean family at their home

Every family we meet carries one of these.

Which one is yours?

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My children may marry the wrong person. Half my wealth could walk out the door.

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My children may fight over what I leave behind.

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My spouse trusts people too easily. If I go first, will the money last?

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Scams are getting smarter. Will I stay sharp enough to manage it all?

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My child will need care for life. Who takes over when we are gone?

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My business carries risk. I do not want my family to pay for it.

A will does not solve most of these. Here is why ↓

You have a will. Is that enough?

A will is a piece of paper that says who gets what.
It says nothing about what happens AFTER they get it.

Your children inherit directly. The money is theirs. So can be half of it, in a divorce.
A will pays out once. It cannot release money slowly, or only when conditions are met.
A will cannot manage anything. No one watches over the money after it is handed out.

70%

of family wealth is gone by the second generation.
90% by the third.

Commonly cited in wealth-transfer studies.

It all comes down to two questions.
Who holds the keys?
And what happens the day your children receive everything at once?

A specialist inheritance consultancy.

We help Singapore families with inheritance, succession and estate planning.
We work with law firms, a licensed trust company, private banks and insurers to build one complete plan.

This is not an insurance seminar.
The first session is complimentary. No obligation.

Alfred Toh

Principal Consultant · Inter-Generational Planner

16+ years in estate planning
Chartered Financial Consultant (ChFC)
Associate Estate Planning Practitioner (AEPP®)
Has designed estate plans for families with $5M to over $100M in assets

Private bankers see you as a small account.
Family offices start at $100 million.
Families between $5M and $40M sit in the middle. Underserved.
That is exactly who we serve.

Families like yours.

M S, 50s

Tech senior management · $5–10M

Their only daughter is 18. She has special needs.
Their fear: who takes care of her when we are gone?What the Family Treasure Fund didIt holds money just for her care.
Professionals manage it, by the parents' rules.The resultHer care is paid for. For life.
And the parents stopped hoarding for her.
They kept more for their own retirement.

C & C, 62

Sold their childcare business · $30–40M

They sold the business. Then came the hard part.
Husband and wife could not agree on what "fair" meant.
The tension was real.What the Family Treasure Fund didWe sat in as the neutral party.
The fund now holds the rules they BOTH agreed to.The resultThe tension is gone. The family is aligned.
The grandchildren benefit.

Mr N, 58

Precious metals business · $20–30M

One incident shut his business for a month.
Three children who do not always see eye to eye.What the Family Treasure Fund didKey personal assets moved into the fund, away from business risk.
Clear rules on who gets what, and when.The resultIf the business stumbles, the family does not.
And when he passes, there is no fight.
No second-guessing.

How it works

Answer 8 questions

2 minutes. Your worry, your assets, your family shape.

See your assessment

What a will cannot do in your exact situation, and what families like yours did instead.

You choose how we talk

A 15-minute phone call. Or a face-to-face session at our office. You pick, we follow.