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We reviewed 3 live results for asset planning and narrowed them down to the 3 options that look most worth comparing first.
The options are Asset and Legacy Planning in Singapore, SGT Planning and Asset Management.
Source: Lumora
Description
Lumora provides asset and legacy planning advisory services in Singapore, focusing on wealth preservation, succession planning, and long-term structuring strategies for families and business owners. Its multi-layer architecture integrates operating company setups, testamentary wills, inter-vivos trusts, and Singapore-regulated financial instruments such as universal life and endowment plans, along with Single Family Office structuring and MAS tax incentive advisory.
Best for
Families, Business owners, Estate planning and Succession planning
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Source: APPSUS SGT
Description
SGT Planning es una plataforma de software de planeación e inteligencia territorial desarrollada por APPSUS para entidades públicas. Permite administrar integralmente la planeación estratégica institucional mediante la formulación, ejecución, seguimiento y evaluación de planes de desarrollo, planes de acción, programas, proyectos, metas e indicadores en tiempo real. Ofrece enfoque de gestión por resultados e integración con SGT Core, presupuestos en SGT Finance y contratos en SGT Contracts.
Best for
Alcaldías Municipales, Gobernaciones, Formulación y seguimiento del Plan de Desarrollo and Monitoreo de metas e indicadores institucionales en tiempo real
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Source: Astra Asset Management
Description
Astra Asset Management provides asset management services for collective investment schemes as well as portfolios of institutional, corporate, and individual clients. Its portfolio managers and investment consultants tailor investment strategies to specific client objectives, constraints, and risk tolerances, aiming for optimal medium- to long-term risk-adjusted returns. Operating in the Bulgarian market, the firm offers mutual funds, discretionary portfolio management, and investment consulting services built on professional management processes and local stock exchange expertise.
Best for
institutional clients, corporate clients, discretionary portfolio management and collective investment schemes
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| Compare | #1Asset and Legacy Planning in Singapore | #2SGT Planning | #3Asset Management |
|---|---|---|---|
| Source | Lumora | APPSUS SGT | Astra Asset Management |
| Description | Lumora provides asset and legacy planning advisory services in Singapore, focusing on wealth preservation, succession planning, and long-term structuring strategies for families and business owners. Its multi-layer architecture integrates operating company setups, testamentary wills, inter-vivos trusts, and Singapore-regulated financial instruments such as universal life and endowment plans, along with Single Family Office structuring and MAS tax incentive advisory. | SGT Planning es una plataforma de software de planeación e inteligencia territorial desarrollada por APPSUS para entidades públicas. Permite administrar integralmente la planeación estratégica institucional mediante la formulación, ejecución, seguimiento y evaluación de planes de desarrollo, planes de acción, programas, proyectos, metas e indicadores en tiempo real. Ofrece enfoque de gestión por resultados e integración con SGT Core, presupuestos en SGT Finance y contratos en SGT Contracts. | Astra Asset Management provides asset management services for collective investment schemes as well as portfolios of institutional, corporate, and individual clients. Its portfolio managers and investment consultants tailor investment strategies to specific client objectives, constraints, and risk tolerances, aiming for optimal medium- to long-term risk-adjusted returns. Operating in the Bulgarian market, the firm offers mutual funds, discretionary portfolio management, and investment consulting services built on professional management processes and local stock exchange expertise. |
| Best for | Families, Business owners, Estate planning and Succession planning | Alcaldías Municipales, Gobernaciones, Formulación y seguimiento del Plan de Desarrollo and Monitoreo de metas e indicadores institucionales en tiempo real | institutional clients, corporate clients, discretionary portfolio management and collective investment schemes |
| Action | Lumora | APPSUS SGT | Astra Asset Management |
| Rate this product |
"Asset and Legacy Planning in Singapore from Lumora."
Note: TopFind AI compiles financial product information for general comparison purposes only. It does not constitute financial advice.