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Family Offices, Trusts and Foundations for Wealth Preservation

Wealth Preservation Series

Location: Complimentary Webinar
Start Date:

26/06/2026 10:00

End Date:

26/06/2026 11:30

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Introduction

Behind every great family fortune lies a story. All too often, it ends the same way. The Genting family feud. The fall of the Yeo Empire. Families that built dynasties, only to watch them fracture across generations. But what is the difference between those who preserve and those who lose? It rarely comes down to money; it’s about structure and governance. 

This webinar walks you through the tools, frameworks, and real-world lessons that ultra-high-net-worth families use to protect what they have built - from wills and trusts to foundations and family offices - so your legacy doesn't become a cautionary tale.

This webinar will provide participants with

  • The Legacy & Structuring Ecosystem: how the various tools of wealth preservation fit together, from wills to trusts to foundations
  • Real-World Case Studies: lessons from prominent Asian families, illustrating what works and what doesn't
  • Trusts vs. Foundations: a practical breakdown of the differences and when each structure is appropriate for your situation
  • Family Offices in Wealth Preservation: how family offices serve as the backbone of long-term wealth management for high-net-worth families

Who Should Attend

  • Ultra-High-Net-Worth (UHNW) & High-Net-Worth (HNW) Individuals
  • Founders / Business Owners / Entrepreneurs
  • Family Business Shareholders (1st & 2nd Generation)
  • Next-Generation Leaders (Successors / Heirs)
  • Families with complex or growing asset portfolios
  • Individuals planning long-term legacy or succession structures

Reserve your seat today! — Limited Seats Available

Register Now

Our speakers

Our team of professionals are ready to assist and guide you on all aspects of your needs.
Poon Yew Hoe
Yew Hoe Poon
Senior PartnerKuala Lumpur
Kenneth Poon Yew Wai
Kenneth Poon
Director, Wealth ManagementKuala Lumpur