Inter Generation Wealth Transfer, Estate Planning Strategies, Business Inheritance and Succession Planning, Philanthropy Planning
Inter Generation Wealth Transfer, Estate Planning Strategies, Business Inheritance and Succession Planning, Philanthropy Planning
About Us
Welcome to Legacy Asia Advisory, your trusted partner in legacy and inter-generational wealth planning. We are a team of experienced consultants dedicated to helping individuals and families preserve and grow their wealth for future generations.
At Legacy Asia Advisory, we understand the importance of creating a lasting financial legacy that can benefit your loved ones for years to come. Our comprehensive approach to wealth planning is tailored to meet the unique needs and goals of each client, ensuring that their legacy is protected and their wealth is maximized.
With a deep understanding of the complexities of inter-generational wealth transfer, our team of experts provides personalized guidance and strategic solutions to help you navigate the challenges and opportunities that arise when planning for the future. We work closely with our clients to develop customized strategies that align with their values, priorities, and long-term aspirations.
Our consultancy services encompass a wide range of areas, including estate planning, tax optimization, asset protection, philanthropy, and succession planning. Whether you are a business owner looking to pass on your company to the next generation or an individual seeking to preserve and grow your personal wealth, we have the expertise and resources to help you achieve your goals.
What sets us apart is our commitment to building long-term relationships with our clients. We believe that successful wealth planning requires ongoing collaboration and adaptability. Our team is dedicated to providing continuous support and guidance, ensuring that your legacy plan evolves alongside your changing circumstances and objectives.
At Legacy Asia Advisory, we pride ourselves on our integrity, professionalism, and client-centric approach. We are driven by a passion for helping our clients achieve financial security and leave a lasting legacy for their loved ones. With our expertise and personalized solutions, you can have peace of mind knowing that your wealth is in capable hands.
Contact us today to schedule a consultation and take the first step towards securing your legacy and creating a lasting impact for future generations.
About Us
Welcome to Legacy Asia Advisory, your trusted partner in legacy and inter-generational wealth planning. We are a team of experienced consultants dedicated to helping individuals and families preserve and grow their wealth for future generations.
At Legacy Asia Advisory, we understand the importance of creating a lasting financial legacy that can benefit your loved ones for years to come. Our comprehensive approach to wealth planning is tailored to meet the unique needs and goals of each client, ensuring that their legacy is protected and their wealth is maximised.
With a deep understanding of the complexities of inter-generational wealth transfer, our team of experts provides personalised guidance and strategic solutions to help you navigate the challenges and opportunities that arise when planning for the future.
We work closely with our clients to develop customised strategies that align with their values, priorities, and long-term aspirations. Our consultancy services encompass a wide range of areas, including estate planning, tax optimisation, asset protection, philanthropy, and succession planning.
Whether you are a business owner looking to pass on your company to the next generation or an individual seeking to preserve and grow your personal wealth, we have the expertise and resources to help you achieve your goals.
What sets us apart is our commitment to building long-term relationships with our clients. We believe that successful wealth planning requires ongoing collaboration and adaptability. Our team is dedicated to providing continuous support and guidance, ensuring that your legacy plan evolves alongside your changing circumstances and objectives.
At Legacy Asia Advisory, we pride ourselves on our integrity, professionalism, and client-centric approach. We are driven by a passion for helping our clients achieve financial security and leave a lasting legacy for their loved ones.
With our expertise and personalised solutions, you can have peace of mind knowing that your wealth is in capable hands.
Contact us today to schedule a consultation and take the first step towards securing your legacy and creating a lasting impact for future generations.
Our Principle Consultant
Alfred Toh is a highly regarded estate planning expert with over 16 years of experience. As a Principle Consultant and Inter Generational Planner, Alfred is known for his expertise in designing and implementing comprehensive estate plans for families.
Alfred’s plans and structures are specifically designed to ensure tax efficiency for multiple generations and to protect their assets. His wealth management strategies ensure that wealth is perpetuated throughout the generations.
Alfred holds the prestigious titles of Chartered Financial Consultant (CHFC) and Associate Estate Planning Practitioner (AEPP®), demonstrating his commitment to maintaining the highest standards in serving families and individuals.
Throughout his career, Alfred has worked closely with partners of multinational corporations, assisting them in developing and implementing succession and exit planning strategies. He has also provided guidance to small and mid-size enterprise owners on talent acquisition, retention, and growth strategies.
In addition, Alfred has been engaged by wealthy families to design comprehensive estate plans that ensure tax efficiency for multiple generations and protect their assets from potential leakages due to tax, legal, business, or marital challenges.
Furthermore, Alfred has assisted families with large real estate portfolios in implementing holding structures that allow their assets to continue appreciating without the need for sale and division.
With his extensive knowledge and experience, Alfred is a trusted advisor in the field of estate planning, providing families with peace of mind and ensuring the preservation of their wealth for future generations.
Case Study
Case study 1:
Asset protection and tax optimization
We recently worked with a patriarch from a wealthy family who is a real estate
Case study 2:
Business value protection
One of the partners of a private equity firm, which manages assets worth US$3.8 billion
Case Study 3:
Asset protection and long term case management
We recently worked with a single individual in his late 50s who received an inheritance
