Fund Creation & Estate Portfolio

Fund Creation
The financial aspect of estate planning can be fulfilled via fund creation for:

  • Debts cancellation
  • Family monthly maintenance
  • Guardianship fund for children
  • Children education fund
  • Spouse/ parents’ retirement fund
  • Liquidity
  • Business buy sell
  • Fund creation via insurance policies helps provide the funding for any of the above needs immediately, but the only condition is health insurability. We offer advices on the type of policies, riders & nomination suitable for your estate plan.

    Legacy & Inheritance Planning
    As people gain with the knowledge to get wealth, their Self actualization needs on the Maslow’s Hierarchy evolved. Legacy planning to benefit generation after generation, without compromising your retirement funding, is the way to go.

    Business Succession
    Your business can survive for a period without sales or profit, but without cash it will die. It is of utmost importance to ensure there is sufficient funding to buy over any deceased partner’s shares without affecting the cash-flow of your business.

    Estate Portfolio Management
    We can assist on specialized investment portfolio management methods by integrating your decisions to execute your wishes. Through portfolio allocations we help control, protect & increase the longevity of your assets.

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