Banco Bursatil
Wealth Planning
Save smarter, faster than ever.
Save smarter, faster than ever.
Save smarter, faster than ever.
Supporting families on their wealth planning journey
Preserving your legacy begins with mapping out your wealth objectives and designing intergenerational plans to achieve them.
Our team of wealth planners is here to help you put together a plan tailored to your needs. We work closely with our wholly owned trust company, BOS Trustee Limited, and an ecosystem of reputable external advisors, such as lawyers, accountants, and consultants to help achieve your succession objectives, wealth transfer and legacy goals.
Succession and estate planning
Succession and estate planning is an important aspect of your wealth planning strategy, which sets a clear direction for your wealth transition.
It is important to consider various aspects, from the type of assets that comprises your wealth to where your successors are located. Our wealth planners can help you develop a plan to achieve wealth continuity and transfer to the people who matter to you most.
Family office advisory and family governance
Establishing a formal structure to professionally manage your family wealth helps address potential conflicts and succession issues.
Drawing on our extensive professional experience from planning for some of Asia’s wealthiest families, our advisory specialists can explore with and guide you on setting up the various family office components to address your wealth, family and governance needs.
Liquidity and risk management
Having a robust plan that provides liquidity helps to protect and preserve your family’s wealth at certain life events or when the unexpected happens.
A well thought out liquidity and risk management strategy is essential in supporting the growth and continuity of your wealth for future generations. Let us help you plan for the future.