Wealth planning

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 the 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 acting 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