Develop a solid estate plan to ensure the orderly transfer of wealth to heirs. This may involve the creation of trusts, wills, and powers of attorney. Regularly review and update the estate plan as circumstances and regulations evolve.

A personal trust is a legal arrangement that allows you to transfer assets to designated beneficiaries while providing control over the distribution and management of those assets, ensuring that your wishes are carried out, and your loved ones are provided for according to your instructions.

A business trust is a legal entity that holds assets on behalf of a business and its stakeholders, providing protection, continuity, and tax advantages, ensuring the efficient management and distribution of assets for the benefit of the business and its beneficiaries.

A buy-sell agreement is a legally binding contract between business partners or co-owners that outlines what happens if one partner passes away, becomes disabled, or wants to leave the business. It ensures a smooth transition of ownership and protects the interests of all parties involved by specifying the terms and conditions under which the business interests can be bought or sold, thereby providing clarity, continuity, and stability for the business.

A Sales and Purchase Agreement is a legally binding contract that outlines the terms and conditions of a sales of any movable or immovable.

Transfer of Property involves circumstances where an owner wishes to transfer his property to his loved ones without involving a sale, an example is by gift to a spouse, parents, or children, where they will enjoy stamp duty benefits.

This document is required in cases where an individual or Strata Title has not been previously issued for a property before a sale.

Discharge of Charge (DOC) is a process to redeem the Original Title from the Bank upon settlement of the Borrower’s loan with the financier.

DRR is to be treated as the same process as DOC except that this will not include the redemption of Original Title from the Bank.

Tenancy agreement is for rental of a property for three (3) years or less whereas a lease is for rental of a property for a period of more than three (3) years.

MY Wealth Management provides advisory support for the establishment and structuring of family and business foundations to help preserve wealth, uphold values, and support long-term legacy objectives.

We work alongside professional partners to design governance frameworks, define purposes, and align foundation structures with each family’s or organisation’s long-term vision. This ensures continuity, responsible stewardship, and meaningful impact across generations, while supporting broader wealth and succession strategies.

MY Wealth Management provides family office advisory and structuring support for high-net-worth families seeking a centralised approach to managing their wealth, businesses, and legacy.

We act as a strategic coordinator, working alongside banks, trust companies, legal and tax professionals to design governance frameworks, consolidate financial oversight, and support succession planning. Our approach focuses on clarity, continuity, and long-term stewardship, helping families manage complexity and preserve wealth across generations.