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Wealth planning

We are experienced in managing complex wealth planning requirements.

As a client of LGT in Asia, you have access to the strong capabilities of our wealth planning specialists. We are clear in our views, pragmatic in our approach, and able to provide objective guidance customized to meet your specific wealth planning and succession needs.

Our wealth planning specialists are experienced in:

  • Providing health checks on your succession plans for various types of assets; identifying action areas (such as setting up of wealth management structures, writing of wills and establishment of other succession planning devices);
  • Coordinating succession planning process by identifying, working with and drawing on the expertise of external experts (lawyers, accountants, professional trustees and advisors of specific areas);
  • Assisting in the maintenance of wealth planning structures;
  • Managing complex wealth planning requirements and act as the project leader of teams of diverse external specialists on an ongoing basis;
  • Reviewing residency options in consideration of various angles; and
  • Planning for general and specific philanthropic goals

Would you like to find out more about wealth planning at LGT?

Make an appointment with one of our local experts in Hong Kong or in Singapore