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). 

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📅 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

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

Click on the title for details of each talk.

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