When planning your estate, passing on a private property isn’t always as straightforward as dividing it evenly. Standard property distributions can trigger unnecessary tax liabilities, friction among family members, or forced liquidations.
Join us for this exclusive session where we dive into practical strategies for integrating financial tools alongside real estate assets to create a smooth, conflict-free legacy for your loved ones.
Seminar Highlights
✅ Real-world case studies of successful estate and legacy planning.
✅ Preserving property value while ensuring family financial security across generations.
❌ Force sell your property to equalise your distributions.
❌ Common pitfalls to avoid when your portfolio includes private properties.
Event Details & Registration
Session 1: 22nd Aug 2026, Saturday | 2:00 PM – 3:30 PM | Phillip Wealth Advisory @ Raffles City
Session 2: 29th Aug 2026, Saturday | 11:00 AM – 12:30 PM | Phillip Wealth Advisory @ Raffles City
Here’s a sneak peak about what we will be talking about:
If you leave behind a $3m private property and $3m cash,
You will most likely distribute it as such:
However, such a distribution creates cashflow for one child and liabilities for another.
Hear how we can equalise your distribution easily:
Sign up today and get a bottle of Swisse Nutra worth $142!
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