Estate Planning - How Financial Tools Can Complement Your Private Property

More than 1 in 5 Singaporeans have private property as part of their estate - how can you ensure this inheritance stays conflict-free?
About this Event

Estate & Legacy Planning: Can It Be Conflict-Free?
How Financial Tools Can Complement Your Private Property Handover

📅 Session 1: 22 August (Saturday), 2:00 PM – 3:30 PM
📍 Phillip Wealth Advisory @ City Hall
2 Stamford Rd, #05-01, Singapore 178882
🍵 Light refreshments will be provided

📅 Session 2: 29 August (Saturday), 11:00 AM – 12:30 PM
📍 Phillip Wealth Advisory @ City Hall
2 Stamford Rd, #05-01, Singapore 178882
🍵 Light refreshments will be provided

"I don't want my family to quarrel when I'm gone."

Did you know that more than 1 in 5 Singaporeans have private property as part of their estate? Unlike cash, it doesn't split evenly among your children — and when it can't be divided fairly, it could leave you worried about potential conflicts at home.

Or perhaps you've already started thinking about how to pass down your private property fairly, without leaving one child with the house and the others with nothing?

Join us for an exclusive seminar where we share our full framework for leaving behind a legacy without conflict. For families whose private properties are difficult to split fairly, we'll also cover how financial tools can ensure no child is left shortchanged.

In this session, you’ll learn about:

1. Case studies of successful legacies and families
2. Common pitfalls to avoid when you have private properties
3. Financial tools to leave behind a loving family

Whether you already own private property or are planning to pass one down, this session will help you build an estate plan that keeps your family whole — not divided.

Presented by Jess Lee, CFP®, & Kenneth Chan, AFP®, Wealth Managers at PhillipCapital.

Bring along your peers or loved ones who may also benefit. Limited slots are available for each session, do register early.

If you have any query, do not hesitate to email us at [email protected].