To what extent will you go to ensure your wealth continues to benefit your family for generations to come?
Building a solid legacy plan is the answer to safeguarding your family’s future. As a financial strategy for managing a person’s bequest, a legacy plan facilitates smooth wealth transfer to future generations. Planned and organized with the help of a financial advisor, it guarantees that a person’s legacy will be carried out as intended.
This November, Opus by Prudential and Portfolio are co-hosting a three-part webcast series, ‘Crafting A Resilient Legacy’, on creating successful legacy plans. The complimentary webcast features a panel of business leaders who will shed light on legacy planning and wealth protection, especially in times of uncertainty.
The first session in the series, on 3 November, features Angjolie Mei, founder and CEO of The Life Celebrant. Angjolie will share how she is infusing new thinking into the traditional funeral services business with her entrepreneurial venture. She will be joined by Vikna Rajah, Equity Partner at Rajah & Tann, who will share more about the value of a will and the importance of ensuring we have a succession plan in place.
On 5 November, Ismail Gafoor, Executive Chairman and CEO of PropNex Realty, will share how he built Singapore’s largest property agency, and how home ownership makes an ideal part of a legacy, particularly in Singapore. David Chua, Chief Investment Officer at Prudential Singapore, will be on hand to talk about broader trends in investments and how property can form part of a resilient portfolio.
Finally, on 12 November, Dr. Elaine Kim, founder and CEO of Trehaus, will share how motherhood inspired her to create a unique early education program that caters to today’s new generation of parents. Lim Ji Hsien, Head of High Net Worth Solutions at Prudential Singapore, will join her to share more about how parents today can pass on their wealth and wisdom to their children and ensure they are empowered but not entitled, with the right wealth protection strategies to meet their future needs.
To learn more about the value of legacy planning, join ‘Crafting a Resilient Legacy’, by Opus by Prudential in partnership with Portfolio, on 3rd, 5th and 12th November 2020. For more information or to register, visit https://opusbyprudential.vib.live/.
Opus by Prudential
Whatever form it takes, your legacy is a testimony that deserves to live on. At Opus by Prudential, we offer you seamless support and services to take care of your wealth planning and protection needs – from VIP medical services at one of Singapore’s finest healthcare clinics to swift underwriting and dedicated case management, plus access to our panel of value-added services advisors.
With our tailored expertise, we can help you uniquely plan and preserve your wealth, protect your assets, safeguard your health and retire with ease. No matter what path you take, or how you wish to be remembered, we can help you forge a legacy that will make its mark across generations. Visit prudential.com.sg/opus to find out more.