What’s the difference between a Trust, a Family Office, and a Foundation, and how do they help business owners protect their wealth and legacy?



On this episode of P&L, we speak with Chris Foong, Director of Advisory Services at Rockwills Advisory Services, to demystify the role of these legacy planning structures. Whether you're an entrepreneur, high-net-worth individual, or planning succession for your family business, we break down what each structure offers, who needs them, and how to avoid common missteps when setting them up.



We also explore how Family Offices go beyond just investments, covering estate planning, tax optimisation, and family governance, and why more Malaysian business owners are considering these tools to future-proof their wealth.

What’s the difference between a Trust, a Family Office, and a Foundation, and how do they help business owners protect their wealth and legacy?On this episode of P&amp;L, we speak with Chris Foong, Director of Advisory Services at Rockwills Advisory Services, to demystify the role of these legacy planning structures. Whether you're an entrepreneur, high-net-worth individual, or planning succession for your family business, we break down what each structure offers, who needs them, and how to avoid common missteps when setting them up.We also explore how Family Offices go beyond just investments, covering estate planning, tax optimisation, and family governance, and why more Malaysian business owners are considering these tools to future-proof their wealth.

From securing funding to optimising financial performance and cash flows, here on P&L we help decode the language of money and empower entrepreneurs, startup founders, and the c-suite with practical insights, expert advice, and powerful tools to help businesses navigate the  complexities of business finances.

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