Leaving a Legacy

At SBM Bank, we recognise that your legacy is more than your wealth and it extends beyond financial success. With our distinguished Legacy Planning services, we help you build a lasting legacy. Our Estate Planning solutions ensure that your estate and its intricacies are preserved to ensure your wealth and wisdom is passed on to future generations in a hassle-free manner. We work with dedicated estate and tax planning specialists to handle, plan and protect your wealth and aspirations.

Why choose us as your Banking Partner?

Strategic Wealth Creation

Building a legacy starts with creating and amplifying your wealth. Our experts analyse your financial landscape and seek investment avenues that resonate with your objectives and vision. We intelligently allocate resources to enhance your wealth while staying true to your legacy aspirations.

SBM Private Relationship Director

Building a lasting relationship starts with servicing your needs as and when they arise. Our Key Relationship Directors have a clear and deep understanding of Legacy Planning, and they align our solutions with your values and aspirations to allow you to harness the full potential truly global opportunities.

Global Opportunities

We leverage our international presence and partnerships to present you with diverse investment and growth opportunities. Our extensive global network gives you access to market insights that corroborate your portfolio diversification. Whether you seek to invest in emerging markets or establish your presence on a global scale, our expertise and network can take your legacy beyond borders.

Legacy Planning

Leave an indelible mark on the lives of your loved ones by crafting a precise legacy plan that reflects your values and beliefs. Our Legacy Planning experts collaborate with you to comprehend the goals that matter most to you and contribute to your wealth generation. We assist you in crafting a strategic plan that encompasses every facet of Legacy Planning including creating a financial security plan for your family, providing expert guidance to your unique needs, reducing court interventions and potential conflicts and seamless business succession to secure your company’s and family’s future. At SBM Private, we understand the significance of a well-crafted legacy plan that creates a meaningful and enduring impact for your loved ones and beyond.

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Estate Planning

With Estate Planning services, you can rest assured your wealth is seamlessly transitioned to your heirs in accordance with your wishes. A team of experienced professionals collaborate closely with you to create and execute a legally sound will that reflects your wishes and ensures smooth asset distribution. We help in crafting family constitution and governance structures to promote harmony and clear communication in wealth transfer. An experienced legal team ensures that all documents are carefully drafted to comply with the latest regulations. We go beyond technicalities, we understand your values, family dynamics and aspirations to create an impactful estate plan.

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Tax Planning

We assist you in effortlessly navigating through the intricacies of taxation with precision and efficiency. Our seasoned professionals work tirelessly to optimise your tax savings. By strategically structuring your assets and income, we help you to retain more of your wealth and strengthen your legacy. Our specialists analyse your assets, income, and investments to identify opportunities for tax reduction and enhanced wealth preservation. We employ sophisticated strategies to minimise liabilities while staying fully compliant with prevailing regulations in both domestic and international landscapes. From online tax payments to FEMA consultancy, we are here to assist you.

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Wealth Protection

We offer wealth protection solutions, allowing you to focus on wealth generation. We pin down potential risks and vulnerabilities to create a customised plan to mitigate risks, providing you and your beneficiaries a sense of security and stability. We deliver customised insurance solutions through our range of General and Life Insurance offerings. You can get access to comprehensive benefits to help you secure your family’s tomorrow with ease. Through our skilled professionals and service expertise in risk management, we provide you with the necessary solutions to tackle uncertainties while preserving your wealth. With SBM Private, you can rest assured that your wealth and legacy will remain intact.

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FAQs

Our unwavering commitment to personalised and comprehensive wealth management services is what sets us apart. Our team of seasoned experts and Relationship Directors possess a deep understanding of the complexities involved in Legacy Planning. We focus on aligning our solution with your values and aspirations by tailoring legacy strategies that encompass global opportunities, Estate Planning, tax optimisation and wealth protection.

You can start Legacy Planning as early as you can. This way, you have sufficient time to create a legacy plan and make amendments according to different circumstances.

Both Estate Planning and Legacy Planning deal with your wealth that will be left behind after your death. However, Estate Planning is the process of collecting documents to apportion your wealth. It includes creating a family institution, draft and executing a will and forming trusts. On the other hand, Legacy Planning involves identifying your goals, determining the beneficiaries who will receive the wealth, evaluating the assets and creating a distribution plan.

Wealth protection is essential to safeguard your hard-earned assets and secure your financial legacy from unfortunate events. By opting for wealth protection services, you can ensure the continuity of your wealth for the benefit of both present and future generations. These strategies include insurance solutions, asset management and allocation mechanisms while shielding your assets from potential risks such as market fluctuations and legal disputes.

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Leaving a Legacy

Why choose us as your Banking Partner?

Legacy Planning

Estate Planning

Tax Planning

Wealth Protection

FAQs

1. What makes SBM Private the right choice for Legacy Planning?

2. When is the best time to start Legacy Planning?

3. What is the difference between Estate Planning and Legacy Planning?

4. Why do I need wealth protection services?

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