Our Services

One Integrated Advisory.
Four Pillars of Protection.

From wealth accumulation to cross-border estate structuring, we handle the complexity so your family can focus on living well.

How We Engage

Every client relationship follows a structured four-step process designed to give you clarity and confidence at every stage.

1
Discovery Session

Complimentary 30-minute consultation to understand your family structure, goals and existing arrangements.

2
Gap Analysis

We map your current wealth, obligations and protection gaps across all four advisory pillars.

3
Tailored Plan

A written advisory plan — covering recommended actions, timelines and priorities — delivered within two weeks.

4
Ongoing Review

Annual reviews and proactive updates as your life, family and regulations evolve.

Wealth Planning

Grow and Protect What You Have Built

Wealth without structure is fragile. We help you build a disciplined investment strategy aligned to your risk tolerance, income profile and long-term goals — whether you are a professional, a business owner or preparing for retirement.

Our advisors review your existing portfolio, identify allocation gaps and propose a coordinated approach covering both growth assets and protection instruments.

  • Portfolio structuring & review
  • Risk profiling & asset allocation
  • Investment advisory (unit trusts, equities, bonds)
  • Retirement income mapping
  • Insurance gap analysis
  • CPF optimisation strategies
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Advisor reviewing investment portfolio with client
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Couple planning retirement with WillsPlus
Estate Planning

Your Legacy, Exactly as You Intend It

A well-drafted will and a clear estate plan prevent family disputes, reduce probate delays and ensure your assets reach the people you choose — on your terms. Singapore's Intestate Succession Act may not distribute your estate the way you expect without a will.

We guide you through every document and decision — from writing your will to setting up trusts that protect beneficiaries who may not be ready to manage large sums.

  • Will drafting & attestation
  • Lasting Power of Attorney (LPA)
  • Trust structures & deed preparation
  • Executor & trustee designation
  • Guardianship planning for minor children
  • Cross-border asset estate mapping
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Singapore family signing estate planning documents
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Multi-generational Asian family estate planning discussion
Business Consultancy

Protect the Business You Built

For business owners, personal wealth and business value are deeply intertwined — yet most plans address only one or the other. WillsPlus brings both into view, ensuring your enterprise and your family are protected when circumstances change.

Whether you are planning for succession, protecting against the loss of a key person, or restructuring for the next generation, we work alongside your existing advisors to deliver a coherent strategy.

  • Business succession planning
  • Shareholder & buy-sell agreements
  • Key-person protection solutions
  • Corporate restructuring advisory
  • Business continuity planning
  • Owner retirement exit strategies
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Singapore business owners planning succession with advisor
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Business owner reviewing corporate structure documents
Immigration & Global Mobility

Move Confidently Across Borders

Whether your family is relocating to Singapore, applying for permanent residency, or managing assets across multiple jurisdictions, the wealth and legal implications are significant. WillsPlus coordinates the financial and advisory side of your global move so nothing falls through the cracks.

We work closely with accredited immigration practitioners and legal counsel to give you a holistic picture before, during and after any major relocation.

  • Singapore PR & citizenship advisory
  • Global relocation wealth planning
  • Cross-border estate structuring
  • Foreign asset declaration guidance
  • Multi-jurisdiction will alignment
  • Tax residency transition planning
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Asian family arriving in Singapore for permanent residency
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Cross-border wealth planning consultation

Ready to See Which Services Apply to You?

Book a complimentary 30-minute session — we will identify exactly where you stand and what needs attention first.

Book Free Consultation