Our Family Office Services vertical got invited by Captial Land for an intresting knowledge sharing session on ‘Estate and Succession Planning'

At Catalyst Trusteeship Limited, our Family Office Team conducted a knowledge sharing session on Estate and Succession Planning for CapitaLand Group, one of Asia's largest real estate companies. The session targeted CapitaLand employees across India.

We highlighted the importance of early planning, regardless of age or net worth. Our team provided an overview of tools like family trusts and wills, emphasizing the advantages of trusts in ensuring smooth multigenerational wealth transition during one's lifetime.

Common misconceptions about estate planning were addressed, such as being too young, having a small estate, waiting for a family, having one child, avoiding death discussions, and perceived high costs.

Key questions covered included:

1. Consequences of lacking Estate and Succession Planning

2. Sufficiency of nominations and joint asset holding

3. Benefits of professional legal advice over online wills

4. Available Succession Planning tools and choosing the best fit

5. Tax optimization opportunities through estate planning

The session underscored the growing need for entrepreneurs, professionals, and individuals with significant wealth to consider family offices and proper estate/succession planning. This proactive approach preserves hard-earned wealth for future generations.

At Catalyst Trusteeship Limited, we offer comprehensive solutions tailored to our clients' unique needs, ensuring the preservation of their legacy and seamless transfer of wealth across generations through our experienced Family Office Team.