Our Core Services
Securing the Future, Honouring the Past
At RJ Plus, we understand that legacy is more than just the transfer of wealth — it’s the passing on of values, vision, and purpose. Our succession and legacy planning services are designed to support high-net-worth individuals and families in preserving not just assets, but stories, relationships, and dreams. We walk alongside you and your family with care, clarity, and strategic foresight, ensuring each transition is as smooth as it is meaningful.
We work across generations, cultures, and jurisdictions to build enduring family legacies — structured with precision, yet rooted in trust and empathy.
Family Succession Strategy
Multigenerational wealth transition planning
Governance frameworks for family businesses and investments
Family council facilitation and succession mentoring
Estate Planning
Wills and testamentary trust coordination with legal partners
Structuring of asset ownership to ensure tax efficiency and asset protection
Planning for cross-border estate implications (Australia–China–Singapore)
Family Trusts & Foundations
Establishment and ongoing compliance of discretionary and unit trusts
Coordination on private family charitable giving structures
Next-Generation Empowerment
Education and financial literacy pathways for younger family members
Integration of philanthropy and social purpose into legacy planning
Advisory around lifestyle asset management and future leadership roles
Transition Planning for Key Family Roles
CEO/Board succession planning
Transitioning wealth creators into mentoring or advisory roles
Navigating emotional and psychological shifts during succession
