A family of four sits together on the floor of a living room, smiling, with text about preparing to protect loved ones in case of unforeseen events.

Hall 2

Multi-Gen Planning

From Wealth to Legacy: Planning for Generational Harmony

Explore how Private Trust Companies can secure your family’s future.

  1. Preserve wealth with a long-term plan
    Avoid common pitfalls that cause wealth to be lost within 1–2 generations.

  2. Discover how PTCs work
    Learn how Private Trust Companies can provide control, flexibility, and continuity in family succession.

  3. Real-life case studies
    See how other families use PTCs to manage wealth, business interests, and family dynamics.

Details

Time: 12:50 pm to 1:20 pm

Talk Duration: 20 minutes

Delivery Format: This talk will be conducted in person.

Mr Lee Chiwi

About the Speaker

Chief Executive Officer​
PreceptsGroup International Pte. Ltd.

Lee Chiwi is the Chief Executive Officer of PreceptsGroup International Pte Ltd and Chairman of Estate Planning Practitioners Limited (EPPL). He was called to the Bar of & Wales as a Barrister-at-Law in 1986 and admitted as an Advocate & Solicitor of Singapore in 1988. He worked in various law firms in Singapore for some 16 years focused in the areas of corporate, funds and private client work. He was appointed Chief Executive of British and Malayan Trustees Limited, then a public listed trust company from 2006 to 2007.

In 2008, he joined the Rockwills Group in Singapore as Chief Executive to spearhead Rockwills’ business in Estate Planning, Wills, and Trusts. In 2019, in a management buy- out of Rockwills Singapore, he became its substantial owner and the group was renamed as the PreceptsGroup. He is a TEP member of the Society of Trust and Estate Practitioners and was Chairman of the Singapore STEP Branch (2014/15). He was also designated ChT (Chartered Trustee) by the Singapore Trustees Association in 2015, a title borne only by senior trust practitioners in Singapore.

Chiwi is the author of various books including “PreceptsGroup Succession and Trusts in Wealth Management”, 4th Edition, 2021; and “Drafting of Trusts and Will Trusts”, with James Kessler Q.C., 2nd edition, 2015. He has been invited to speak at many forums, including organizers such as STEP, FPAS, CFA Society Singapore, the IBF and given training on trust structures to tax officers at the Inland Revenue. He was an adjunct faculty with the Singapore Management University, lecturing in the MSc Program in Wealth Management, (Estate Planning and Tax). 

🎟️ Limited seats available — register now to secure your seat

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Schedule a 1-on-1 estate planning consultation with our specialists during the event. We’ll assign you to the right table based on your topic and availability.
Forum Registration v2

Selection of Talks
To ensure more participants can attend, each registrant may select up to 4 talks. The duration of each talk is 30 minutes.
Thank you for helping us keep the forum inclusive and accessible to all.
H1 - Hall 1
H2 - Hall 2

Notice
The following talks are closed for pre-registration as of 18 September 2025, as all available seats have been taken up. Walk-in seats will still be available on the day, on a first-come, first-served basis.

10:10am H1: Write Your Will, Your Way: What You Need to Know
10:10am H2: 从心出发的安排:轻松掌握人生规划关键 (Planning with Heart – Grasp the Essentials of Estate Planning with Ease)
10:50am H1: Property Joint Ownership - Gift or Burden?
11:30am H1: Who Decides When You Can’t? Planning with LPA, AMD & ACP
11:30am H2: The Last Byte - Planning for your Digital Afterlife
12:10pm H1: Trusts Made Simple: Smart Planning for Modern Families
12:10pm H2: Leaving a Roof, Not Uncertainty: Planning for Your Family Home
12:50pm H2: From Wealth to Legacy: Planning for Generational Harmony
1:30pm H1: Leave More Than a Business — Leave a Plan
1:30pm H2: Put It in Writing: A Will That Speaks for You
2:50pm H1: Can Your Family Keep the Flat? HDB Inheritance Explained
3:30pm H1: Entrust, Not Burden: How to Choose an Executor Who Can Deliver


Reserve a complimentary 1-on-1 consultation with our Estate Planner during the Suntec event — limited slots available.

🎁 Receive the “Precepts Estate Planning Discovery”? – our in-depth self-assessment tool to identify gaps, risks, and guide your family legacy planning.


📅 Check out all the talks we’ve prepared!

Session 1, 10:00am to 12:40pm

Click on the title for details of each talk.

Session 2, 12:50pm to 3:20pm

Click on the title for details of each talk.

Session 3, 3:30pm to 6:00pm

Click on the title for details of each talk.

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