[Open House] Protecting and Succession Planning: Trusts, and Family Office Solutions

Ascentium Philippines invites you to " Protecting and Succession Planning: Trusts, and Family Office Solutions." This informal session brings together business owners, families, and their trusted advisers to explore how trusts, family office solutions, and international structuring can protect wealth and secure its transfer across generations.

This open house will be held on November 5, 2026, from 9:00AM to 12:00NN (GMT+8) at the Ascentium Philippines Community Space, 8^th Floor, Marajo Tower, 4^th Ave., 26^th Street, BGC, Taguig City, Metro Manila.

Event Overview:

Wealth today rarely stays within one border, one generation, or one asset class. Families and business owners face growing complexity, from protecting assets and planning succession to managing holdings across multiple jurisdictions.

Our private client specialists will share the latest family office trends, proven wealth preservation strategies, and practical structuring solutions for internationally mobile families. You'll gain a clear introduction to trust and fiduciary structures, see how succession plans can safeguard a family business, and learn how residency planning, administration, and consolidated reporting fit into a well-run family office.

The relaxed format allows for open conversation, direct access to our specialists, and time to connect with fellow business leaders and professional advisers.

Learning Agenda

• The Great Wealth Transfer
• Family Office structures
• Trusts and wealth preservation
• Succession strategies for business-owning families
• Protecting family wealth across generations

What You’ll Learn

By the end of this session, you will have a clear understanding of how to protect, manage, and transfer wealth with confidence.

• Understand the key family office trends shaping how global families manage wealth
• Explore wealth preservation strategies that hold up across market cycles and jurisdictions
• Learn how trust and fiduciary structures support asset protection and cross-border wealth management
• Discover how to plan succession and wealth transfer for a family business or estate
• See how residency planning, administration, and consolidated reporting simplify family office operations
• Identify international structuring options suited to internationally mobile families and entrepreneurs
• Get direct answers to your questions from our private client specialists

Who Should Attend

This session is designed for wealth owners and the professionals who advise them.

• Business owners and entrepreneurs planning for succession and long-term continuity
• High-net-worth individuals and families with assets across borders
• Lawyers advising clients on estate, succession, and fiduciary matters
• Tax advisers and accountants supporting private clients and family businesses
• Wealth managers seeking structuring solutions for their clients
• Investment professionals and private bankers serving high-net-worth clients

If you hold, manage, or advise on significant family or business wealth, this session is built for you.