FREE EBOOK: SECURE YOUR LEGACY AND GUARANTEE YOUR FAMILY’S FUTURE
Revealed: A surprising method to quickly preserve your family’s prosperity – without the time-consuming process associated with wills and trusts or huge upfront costs and risks that comes with property. Used by business owners, affluent individuals and families with incomes exceeding $300k, financial assets over $1M or personal assets worth more than $2M
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WHAT YOU’LL DISCOVER INSIDE:
Are wills really secure and always executed according to your wishes upon passing?
How using property as your wealth distribution vehicle may sometimes be a curse instead of blessing to your surviving loved ones.
Beware the weakest link when it comes to using a trust for legacy planning.
Sacrifices no more: How business owner and widow Elizabeth maintained her lifestyle while securing her children’s inheritance
Priceless peace of mind: How a shipping company’s 3 co-founders found security amidst uncertainty.
How a power couple in finance secured a safe inheritance for their children and built a fortune while retiring early!
How 50yo entrepreneur Richard helped this family avoid inheritance disputes to achieve harmony and wealth preservation.
What can you do if estate planning feels like a complicated, uncomfortable and expensive matter to deal with.
The MEM Method which the wealthy use to safely and flexibly manage their legacy planning and wealth distribution when they’re short of time or not yet ready to put their final wishes in writing.
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IF ANY OF THESE THOUGHTS ARE RUNNING THROUGH YOUR MIND AS A PARENT, RETIREE, PROPERTY INVESTOR, OR BUSINESS OWNER, THIS BOOK IS FOR YOU
Have you been putting off writing your will because it feels uncomfortable and overwhelming?
But it’s important to remember that putting off legacy planning can have serious consequences.
Setting up a trust may seem the best way to protect your assets and ensure your legacy.
However, upon realising the capital requirements and high costs of establishing one, you dropped the idea due to its impracticality.
Thinking to leave money to your kids through property?
While this may seem like a good idea, have the potential drawbacks due to ever-increasing regulations and taxation put you off?
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ABOUT REGAL WEALTH PARTNERS
With over 59 years of combined experience, Regal Wealth Partners has served more than 497 clients on their financial journey.
Our advisors manage a collective portfolio of over $102 million, predominantly serving Accredited Investors as defined by MAS which requires an individual to meet at least one of the following criteria:
- An income exceeding $300,000 in the past 12 months
- Financial assets surpassing $1 million
- Personal assets worth more than $2 million
We specialize in advising HNW clients, providing tailored strategies and solutions that bypass common mass market pitfalls. We adopt a holistic planning approach and use the MEM Method to minimize cost, tax liability, and ride through market volatility to outperform the broad market as a whole.
We protect clients from product pushing and short-term distractions, focusing on key objectives and needs. Our strength lies in understanding our clients deeply, addressing unspoken objectives, and ensuring a meaningful impact on their portfolios.
At Regal Wealth Partners, we guide clients towards prudently achieving their ultimate financial goals.
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