Beyond Wills: Wealth Preservation for Business Owners
Chris Foong, Director of Advisory Services, Rockwills Advisory Services
21-Apr-25 11:00
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What’s the difference between a Trust, a Family Office, and a Foundation, and how do they help business owners protect their wealth and legacy?
On this episode of P&L, we speak with Chris Foong, Director of Advisory Services at Rockwills Advisory Services, to demystify the role of these legacy planning structures. Whether you're an entrepreneur, high-net-worth individual, or planning succession for your family business, we break down what each structure offers, who needs them, and how to avoid common missteps when setting them up.
We also explore how Family Offices go beyond just investments, covering estate planning, tax optimisation, and family governance, and why more Malaysian business owners are considering these tools to future-proof their wealth.
Produced by: Roshan Kanesan
Presented by: Roshan Kanesan
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Categories: Corporates, managing, financial wellness
Tags: trusts, foundations, legacy planning, family office, estate planning, business succession,