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

A qualified trust and estate practitioner, our trainer has over a decade of experience and bridges the technical and relational dimensions of wealth structuring with clarity and care, helping HNW families structure trusts for wealth creation, preservation, and succession. Having held senior roles at global private banks and fiduciary institutions, she currently advises multi-family offices and is an adjunct lecturer in banking and finance at a well-regarded polytechnic.