Trusts are widely used by high-net-worth (HNW) clients to preserve and transfer wealth across generations. However, even well-intentioned structures can become sources of conflict if not properly designed, governed, or communicated.

This programme uses real-world Asian trust disputes to illustrate how family, governance, and legal dynamics intersect in wealth planning. Through case analysis and interactive discussion, participants will develop a deeper appreciation of how to identify red flags, anticipate potential challenges, and apply best practices when advising clients on trust set-up and administration.

• Relationship Manager, Team Leader

Recommended for:

• Minimum 3 years of relevant working experience in Private Banking or Wealth Management

• Understand the purpose, benefits, and governance structure of family trusts in wealth succession.
• Identify common pitfalls, vulnerabilities, and dispute triggers that can undermine a trust.
• Analyse key lessons from landmark Asian trust cases to extract client-advisory insights.
• Apply due diligence and governance practices to strengthen client advisory and post-set-up reviews.
• Engage effectively with clients, trustees, and external advisors to safeguard the client’s intent and interests.

Part 1 – Foundations of Family Trusts in Private Banking

• Concepts of trust for succession planning
• Popular trust structures and jurisdictions
• Key roles and responsibilities of parties in a private trust

Part 2 – Case Studies and Lessons for Client Advisory

• Case studies of real-world Asian trust disputes
• Certainties to create a valid trust
• Setting up an effective trust

Part 3 – Application and Best Practices

• Key due diligence before recommending or reviewing a trust
• Maintaining post set-up oversight and periodic reviews

Q&A