Asset Health Check

Your Answers:

I have more than one family.

I may have squandering heirs.

I have offshore assets and do not know how to transfer them back to Malaysia, without physically transferring them.

I may have tax liability issues.

I may be vulnerable to lawsuits / bankruptcy.

I have written a Will but am worried that it may not work.

I have many companies with only Shareholders’ Agreements but do not have a Corporate Will.

I have too many companies and am concerned that they may not fall within the best holding structure.

I have messy wealth and am unable to determine its net worth.

I run a successful family business and am interested to plan for exit and cashing out strategies.

I have Non-Muslim and Muslim business partners.

I have many proxies / nominees in other companies.

I am a Muslim convert and am interested to know the implications to my estate when it is not planned.

It is almost difficult to identify my business successor to pass down the baton.

I am interested to know as to how I may pass down my wealth to the next generation (Generational Wealth Strategy).

I may have other matters or COMPLEXITIES that creates ANXIETY or CONCERNS in my life.

With 7 or more “yes” answers, you should consider your family very similar to those families that have successfully transitioned their wealth. You are likely among the one in three that will make the wealth transition as you have planned.

With 4-6 “yes” answers, the historical data indicates that a responsible investment of time and family effort could pay big dividends with respect to enduring that a successful wealth transition takes place.

Fewer than 4 “yes” answers has historically been an alarm bell for families, indicating that their transition plan may be incomplete and that the successful transition of their wealth may be at risk.

Asset Health Check

Do a Asset Protection & Preservation Health Check

Your Answers: