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Will writing (not lawyer but trustee)
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lifebalance
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 Aug 21 2021, 08:45 AM
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QUOTE(arabella @ Aug 21 2021, 07:27 AM) I have decided to set up a trust fund since I want much of my money to go to charities. Is there anyway I can find a comparison of the charges by bank trustees? Or are the charges set by BNM? A few of the will writing and estate management firms I have contacted seem to work with RHB trustees. How about Maybank? Cimb? I do have 5 corporate trustees that I work with including offshore (depending on how you would like to structure the trust fund). The other method is, you can try to enquire 1-by-1 by calling in. |
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lifebalance
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Sep 16 2021, 10:06 AM
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QUOTE(arabella @ Sep 16 2021, 01:27 AM) I don't have much to work with offshore fund, 😬 But enough to set up a private trust and separate it from my estate. I thought the trustees would invest for me but it turned out I have to assign another firm for that part. Are you an investing firm working with those corporates? I'm not an investing firm. I'm a Licensed Financial Planner. We provide Holistic Planning on your investment, retirement, insurance, estate panning, cash flow management and taxes. If you're looking specifically for sophisticated investments then perhaps you should look for investment advisors. |
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