Private Trust Series

A Private Trust is a type of living trust where an individual (the settlor) transfers assets into a trust during their lifetime for the purpose of managing, protecting, and distributing those assets – both during life and after death. Private Trusts come in various forms, each designed to meet specific needs, from wealth preservation and asset control to family protection and succession planning.

Our Private Trust Series includes strategic arrangements such as the Golden Care Trust, Entrepreneur Trust, Insurance / Takaful Trust, and more – each offering unique structures aligned with your financial goals and personal circumstances.

Key Benefits of Setting Up a Private Trust:

• Controlled Distribution : Plan how, when, and to whom — not just what, promoting responsible use and preventing misuse or spendthrift behavior.
• Incapacity Planning: For retirement, medical care, and managing your wealth in case of vulnerability or loss of capacity
• Creditor Protection: Shield selected assets from potential creditors or legal claims
• Special Needs Planning: Secure long-term care for dependents with unique needs
• Cross-Generation Preservation: From one generation to the next — preserve, protect, and pass on with purpose.
• Contingency Planning for Double Tragedy: Ensure seamless succession and asset distribution if multiple family members pass away simultaneously.
• Efficient Asset Distribution: Minimize delays and reduce potential family disputes.
• Avoidance of Probate: Smooth and expedited asset transfer without court involvement.
• Privacy: Trust arrangements remain confidential, unlike public wills.
• Charitable Giving: Support causes you care about with structured philanthropy.