As global asset allocation becomes increasingly cross-border and identity and tax transparency trends intensify, traditional will and insurance planning alone can no longer address the risks high-net-worth families face in asset freezing, equity succession, policy payouts, and cross-border inheritance.

This seminar aims to promote the concept and practical applications of the Standby Trust, helping business owners, high-net-worth individuals, and insurance/financial advisors understand:

• How to establish an inheritance activation mechanism without transferring assets

• How to integrate insurance policies, equity holdings, real estate, and offshore assets into a cohesive succession plan

• How a standby trust can effectively address three major gaps in traditional planning: asset freezing risk, execution delays, and loss of control

Through education and case studies, the event seeks to raise market awareness of standby trusts and encourage advisors and clients to adopt a more comprehensive approach to succession risk management—ultimately supporting the design and deployment of a wealth safety net.