YAN YUN GLOBAL
Personal Financial Advisory (Singapore)
Investment｜Insurance｜Savings | Legacy | Wills & Trusts
Income replacement
When life’s unexpected events hits during your income generating years, income replacement is critical for maintaining the family’s lifestyle. A tailored solution can ensure your income continues to support your financial commitments, investments, and ongoing ventures. Our solutions provides the security you need, even if your income exceeds standard coverage thresholds. These bespoke solutions safeguard your family’s lifestyle and future.
Savings & Investments
Saving up for a your dream home or investing your wealth? We have designed multiple solutions that assist you to meet your saving goals. A tailored investment strategy balances risk, return, and liquidity, ensuring your portfolio is diversified across asset classes like real estate, private equity, art, and hedge funds. Sophisticated financial planning maximizes tax efficiency, capital preservation, and growth potential. With a personalized approach, you can leverage exclusive opportunities, such as venture capital or bespoke financial products, to achieve both short-term liquidity and long-term wealth enhancement. Your investment strategy should be aligned with your personal goals, legacy planning, and global market consideration
Securing a world-class education for the next generation demands careful planning. We understand that all parents want to give their children the best opportunities in life. By starting an education fund before they speak their first words, it allows them to have the pick of the bunch. With tuition fees for top-tier schools and universities ever-increasing, an education fund ensures uninterrupted access to the best opportunities while accommodating specialized options like international schooling, boarding, or private tutors.
Comprehensive medical insurance tailored to your unique needs ensures that you and your family have access to the finest healthcare globally. With private medical plans, you can secure coverage that includes the best specialists, premium healthcare facilities, and even medical evacuation. It’s about ensuring total peace of mind wherever life takes you.
Strategic retirement planning is essential to preserve your lifestyle and legacy. A well-crafted retirement plan considers tax efficiencies, inflation, and future market conditions. It can be structured to provide income streams while protecting your capital, ensuring financial freedom during your later years
Wills and trusts are essential tools for controlling the distribution of your wealth while minimizing legal complications and tax liabilities. Sophisticated trust structures can protect assets from creditors, reduce estate taxes, and provide flexibility in passing on wealth to future generations. Whether through domestic or offshore trusts, these instruments allow for personalized wealth management and control, ensuring your estate is distributed according to your wishes. A well-drafted will complements this strategy, ensuring clarity and avoiding disputes, safeguarding your wealth and legacy for your heirs.
(Ultra) High Net Worth Solutions
Liquidity Planning | Wealth Structuring | Relocation | Succession | Legacy Planning
Liquidity Planning
Effective liquidity planning ensures immediate access to cash without disrupting your long-term investment strategy. Our clients often face illiquidity challenges with substantial investments in businesses, real estate, or private equity. A personalized liquidity plan provides flexibility for lifestyle needs, investment opportunities, or unforeseen liabilities, while maintaining your broader financial objectives.
Wealth Structuring
Wealth structuring involves creating efficient frameworks to preserve and grow your wealth across generations. This includes optimizing your assets through trusts, holding companies, and international tax planning. Tailored wealth structuring can help minimize tax liabilities, protect assets from legal risks, and ensure that your wealth is aligned with your long-term goals.
Relocation
Relocating to a new jurisdiction can bring complex financial, legal, and tax considerations. Specialized planning is required to assess the implications of cross-border wealth management, residency requirements, and tax exposure. Relocation services also integrate asset protection and family needs, ensuring seamless transitions without compromising your wealth.
Succession
Succession planning ensures that your wealth is passed down smoothly and in accordance with your wishes. Families that have unique complexities with global assets, business holdings, and family dynamics. A robust succession plan addresses inheritance laws, family governance structures, and tax-efficient transfers, providing clarity and continuity for future generations.
Legacy Planning
Building a lasting legacy requires thoughtful planning beyond mere wealth accumulation. Legacy planning involves preserving not just assets but also values, family governance, and philanthropic visions across generations. By integrating personalized wealth transfer strategies, you can ensure that your legacy reflects your life’s work and intentions. From establishing family offices to creating charitable foundations, legacy planning also focuses on mitigating tax burdens and preserving family harmony, ensuring your contributions and influence endure for generations to come.
