Getting Started on Legacy Planning

http://https://tigerhall.com/…/getting-started-on-legacy-planning

There’s an abundance of financial products and advisors, and yet people are failing to properly manage their wealth in the long term. Sissi Goh, Legacy Planner in Singapore, picks apart this dilemma with Peter Triggs, former MD and Head of Regional Wealth Planning at DBS & Citibank. She shares what you can do to not only have enough wealth tucked away for retirement, but your future generations.

Gain Actionable Insights Into:

  • Why most people fail to plan for their old age and next generation
  • How to spot and select a good financial advisor
  • The complications of legacy matters you should be aware of

Hosted by Peter Triggs, former MD and Head of Regional Wealth Planning at DBS & Citibank

Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek unbiased financial advice that is customised to their specific financial objectives, situations & needs. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.

Published By:

Sissi Goh Yan Xi

Sissi is a renowned legacy planner based in Singapore, specializing in intergenerational wealth planning and bespoke family office services. Her career spans both New York and Singapore. With extensive experience in hedge fund consulting and private wealth management, she provides professional advice to high-net-worth families.

She graduated from Columbia University in the United States with a Master’s degree in Public Administration, specializing in international finance and economic policy. Her focus is on wealth and family succession planning, and she holds multiple international professional certifications. These include: Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Trust and Estate Practitioner (TEP), Certified Legacy Planning Advisor (CLPA), Certified High-Net-Worth Client Advisor, Certified Family Office Advisor, and more.

She is an official member of the Society of Trust and Estate Practitioners (STEP), the most reputable global organization in its field; and she is the youngest founding member of the Asia Estate Planning Association (AEPA).

As an award-winning author and TEDx speaker, she wrote the acclaimed book Wealth Management Isn’t Just for the Rich. Her TEDx talk, titled How Not to Lose the Billion Dollars You Didn’t Know You Had, was described by the TED Global Committee as “timely and valuable” and has received 570,000 views. She later published a book with the same title, which received a prestigious award in wealth succession planning. Her financial articles have been selected as training material for financial advisors in Singapore and have been featured on CNA and Money FM, Singapore’s most reputable financial radio stations. 

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