Page 17 - Maybank Private Pitch Book
P. 17
Secure Intergenerational Wealth For Your Loved Ones
Investment Management Tax Services
• Investment Strategy & Asset Allocation • Tax Preparation
• Monitor Investment Performance • Tax Planning
Family Meetings Administration Services
• Event Organization • Document & Record Management
• Generational Education & Planning • Financial Organization
• Mentoring • Legal Issues
• Risk Management
• Travel Arrangement
Wealth Transfer
• Estate Planning: Trust Administration, Foundation & Charity Administration
• Succession Planning: Family Governance
17
