How to Multiply Your Net Worth and Preserve Intergenerational Wealth?

In this volatile economy, how can you still increase your net worth and preserve intergenerational wealth?

Some of you might own a few assets such as properties and businesses, and intend to pass them on to your children and loved ones.

But life is unpredictable.

Without the right financial structures in place, even the most well-intentioned plans may not go as expected.

Wealth can also be eroded by inflation, market volatility, liquidity challenges and business liabilities over time.

Fixed deposit interest rates and T-bills’ yield have also been falling (6-month T-bills’ cut-off yield fell to 1.38% in September).

The Fed also recently announced that the US central bank would cut its key interest rate by 0.25 percentage points.

How can you preserve your wealth by growing your reserve and put in the right financial structures to secure a peace of mind for a comfortable retirement and lasting legacy?

This is a strategic approach I’m working with some of my clients on:

✔️ Grow your reserve: From $100K to $500K in legacy-enhancing value*

✔️ Enjoy > 6% p.a. potential growth* with downside protection

✔️ Structured to complement your estate and business plans

✔️ Supplements your estate with liquid assets so that you can reduce reliance on physical properties for succession planning

✔️ Creates a protected financial reserve for your family

✔️ Supports wealth continuity across generations

✔️ Has the flexibility to adapt to your evolving needs

Enjoy retirement on your own terms, while planning ahead intentionally.

As a Chartered Financial Consultant (ChFC®️) with over a decade of experience advising professionals, entrepreneurs, and business owners, I work closely with clients to design intelligent financial frameworks for long-term peace of mind and impact.

Also, as a licensed legacy planner, and I can also work with you on your estate equalisation – so as to ensure that your wealth distribution is well taken care of.

As the value of physical assets like properties may change over time, it could unintentionally lead to unequal estate distribution, which could lead to family conflicts.

True legacy isn’t just about wealth transfer, it’s about peace of mind for your loved ones.

If you are keen to find out more, reach out to me here.

Disclaimer: This post represents our personal views and opinions and is neither associated with any organisation nor reflect the position of any organisation. This content is also only for informative purposes and should not be construed as financial advice. Past performance does not necessarily equate to future performance. Please seek advice from a Financial Adviser Representative before making any investment decisions.