Sign In

KBank Private Banking
02-8888811

Family Wealth Planning Services

​​​​​​​​​​​​​​​​​​
 

KBank Private Banking

has incorporated know-how on family wealth management from Lombard Odier, our business partner with remarkable expertise, and seamlessly translated into the context and pattern of family wealth management in the Thai society.


 

Our Family Wealth Planning Services have been exclusively customized to the requirements of Thai clients. They are offered in six areas, as follows: 

01

Succession Planning and Family Rules

Formulating rules and regulations, as well as “Family Constitution” to serve as the definitive agreement within the family, for example, the rights, the duties and shared decision making process, to prevent conflicts and to be able to pass on the business, inheritance and other assets from generation to generation, thus enhancing sustainable growth.

 

01

Succession Planning and Family Rules

Formulating rules and regulations, as well as “Family Constitution” to serve as the definitive agreement within the family, for example, the rights, the duties and shared decision making process, to prevent conflicts and to be able to pass on the business, inheritance and other assets from generation to generation, thus enhancing sustainable growth.

 

02

Family Risk Management Planning

Identifying different aspects of risk in relation to assets, such as taxes, expenses and future liabilities, in order to prevent or minimize risks via various financial tools. 

 
 
 
 
 
 

03

Asset Holding Structure Planning

Providing advice with respect to holding of different assets in conformity with the family’s requirements, with the aim of enhancing management efficiency and tax planning.

 
 


04

Business and Asset Succession Planning

Providing advice on business and asset succession, and making plans for inheritance and tax management to prevent family conflicts and enable smooth succession, along with tax planning.

 
 

05

Charity Planning

Providing knowledge and advice related to charities, from donations to initiation of a charitable organization, so that the family can accomplish their philanthropic goals and create a sustainable reputation.

 
 

06

Establishment of Family Office

Providing knowledge and assistance on establishing a family office to manage family affairs, for instance, general affairs, management in accordance with the family constitution, investment or other matters as related to the duties of the family office.

 

Contact Us

KBank Private Banking

Contact KBank Private Banking

Personal financial advisory services for clients with deposits and/or investments at least 50 million THB with KASIKORNBANK.

Please complete the form above for our staff to contact you back.

*KBank will collect, use and disclose your personal information in order to contact, offer and promote products and services of your interests. Please read more details and your rights in
our privacy policy

Recommended Content

Investment Advisory

Recommended Content

Real Estate Advisory Services