
Hall 2
Multi-Gen Planning
From Wealth to Legacy: Planning for Generational Harmony
Explore how Private Trust Companies can secure your family’s future.
- Preserve wealth with a long-term plan
Avoid common pitfalls that cause wealth to be lost within 1–2 generations. - Discover how PTCs work
Learn how Private Trust Companies can provide control, flexibility, and continuity in family succession. - 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).
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📅 Check out all the talks we’ve prepared!
Session 1, 10:00am to 12:40pm
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10:10am to 10:40am
10:50am to 11:20am
11:30am to 12:00pm
Session 2, 12:50pm to 3:20pm
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12:50pm to 1:20pm
1:30pm to 2:00pm
2:10pm to 2:40pm
Session 3, 3:30pm to 6:00pm
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3:30pm to 4:00pm
4:10pm to 4:40pm
4:50pm to 5:20pm