The facts above are usually not brought to our attention until it is too late, that is when we have to learn it the hard way. When faced with the question on wealth distribution, some usually avoid the question as they feel they do not have enough assets to distribute, or the manner of distribution is very simple and straightforward.
Regardless of whether you have accumulated a vast amount of property and assets or you consider yourself in possession of average wealth, everyone will require some form of trustee services to ensure protection and smooth distribution of their wealth. Trust arrangements vary across different individuals, ranging from a highly flexible financial plan or a confidential instrument that provides for specified beneficiaries during and after your lifetime.
CIMB Trustees Services with well trained personnel, provides strategies to help you protect and preserve your wealth across generation
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Below is a suggestion table catered for different circumstances. This is not a fix formula as different
people require different services
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Different situations require more than 1 type of services |
Will & Professional Estate Administration |
Simple Trust |
| 1. |
Simple family structure |
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| 2. |
Family with young Children |
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| 3. |
Avoid asset freezing and probate process |
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Family with disabled child |
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Complicated family structure |
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Family owned business |
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| 7. |
Prevent assets from falling into unintended parties |
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| 8. |
Prevent family members as well as public from knowing the size of your wealth and also manner of distribution |
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Current Accounts
