For Ultra-High-Net-Worth Individuals and family offices, privacy and efficient wealth transfer are paramount. This article explores the sophisticated use of insurance wrappers—a powerful tool for estate planning that offers significant tax advantages, creditor protection, and discretion unavailable through most other vehicles.

Managing money wisely helps you reach your life goals and protects your finances for many years. To meet your financial goals in Singapore and Southeast Asia, you need to know if your wealth advisor is suitable, and these five key questions will help you determine if they are.