To The Moon

🚀 𝐄𝐥𝐞𝐯𝐚𝐭𝐞𝐝 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲: 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐀𝐮𝐫𝐚 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐖𝐞𝐚𝐥𝐭𝐡 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐒𝐮𝐦𝐦𝐢𝐭 2025

As a private wealth advisor, I am thrilled to share how the insights gained at the exclusive Aura Group Private Wealth Investor Summit 2025 have significantly enhanced my strategic framework for serving my clients. The content reaffirmed critical principles for navigating modern, multi-generational wealth, allowing me to provide an even higher level of strategic value.

该图片无替代文字

💡 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐏𝐢𝐥𝐥𝐚𝐫 1: 𝐑𝐞𝐝𝐞𝐟𝐢𝐧𝐢𝐧𝐠 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 The core takeaway: True wealth management is the proactive pursuit of risk management. My understanding has been deepened on shifting the advisory relationship from a product-focus to an objective approach, centered on strategic asset allocation and holistic advice. This approach combats the biggest invisible threat—the destruction of wealth by emotions without structure. It’s about building upon the four pillars of family wealth: investment, structure, purpose, and legacy.

🛡️ 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐏𝐢𝐥𝐥𝐚𝐫 2: 𝐌𝐚𝐬𝐭𝐞𝐫𝐢𝐧𝐠 𝐖𝐞𝐚𝐥𝐭𝐡 𝐓𝐫𝐚𝐧𝐬𝐟𝐞𝐫 𝐚𝐧𝐝 𝐏𝐫𝐞𝐬𝐞𝐫𝐯𝐚𝐭𝐢𝐨𝐧 With the imminent great wealth transfer approaching, the critical insight is that while the transfer is inevitable, preservation is a deliberate choice. To better guide clients through this era, my focus is heightened on:

💡The mantra: Plan to divide your assets, not your family. This directly addresses the great wealth erosion caused by family division.

💡Optimal Structuring: Emphasizing the value of a Trust structure—to control wealth rather than merely owning it—for seamless transfer and flexible distribution.

💡Governance Tools: Utilizing the evolved role of Life Insurance as a family governance instrument, alongside implementing a Family Constitution to maintain core values and ensure conflict resolution. These structures are essential for protecting and preserving client capital.

📈 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐏𝐢𝐥𝐥𝐚𝐫 3: 𝐔𝐧𝐥𝐨𝐜𝐤𝐢𝐧𝐠 𝐄𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐌𝐚𝐫𝐤𝐞𝐭 The session provided valuable, in-depth access to opportunities that can drive portfolio value. Private markets offer a quantifiable premium over public markets due to reduced beta risk. The performance metrics shared on Aura Private Credit—including a high Sharpe ratio (3.85) and low standard deviation (0.95%)—are compelling indicators of high-quality private market discipline. My enhanced appreciation for the neutral, risk-focused role of the trustee in managing these sophisticated assets ensures I can deliver a higher standard of care and diligence when advising clients on private equity and #privatecredit exposure. These strengthened strategies empower me to provide greater value and security to my clients in 2025 and beyond.

👉Follow Kenny Loh

Kenny Loh is a distinguished MAS Licensed Wealth Advisory Director with a specialization in holistic investment planning and estate management. He excels in assisting clients to grow their investment capital and establish passive income streams for retirement. Kenny also facilitates tax-efficient portfolio transfers to beneficiaries, ensuring tax-efficient capital appreciation through risk mitigation approaches and optimized wealth transfer through strategic asset structuring.

You can join his Telegram channel #REITirement – SREIT Singapore REIT Market Update and Retirement related news. https://t.me/REITirement

For Investment Advice or Portfolio Review, DM kennyloh@fapl.sg for 1 hour complimentary discussion.