About this session
Building and preserving generational wealth requires more than just smart investing—it demands a well-structured, future-ready plan. Join us for an insightful session with Simon Jennings, Executive Vice Chairman & CEO of Camelot Trust, as we explore how trusts can serve as a powerful tool for asset protection, wealth transfer, and maintaining your family’s vision for generations to come.
This session will cover:
What is a trust? Understanding the fundamentals and what makes a trust unique
Types of trusts and how they serve different needs
Why Singapore? Key advantages of this trusted jurisdiction
Real-world case studies on how trusts solve complex challenges
About Camelot
Camelot Trust specializes in helping clients protect and preserve their wealth, ensuring smooth asset transfer across generations through compliant structures, good governance, and proper administration. Their independent approach allows them to tailor solutions that align with each family’s unique needs, providing expert guidance with warmth, empathy, and professionalism.
Speaker: Simon Michaels, Executive Vice Chairman and CEO at Camelot
Simon Michaels is the Executive Vice Chairman and CEO of Camelot. A dual-qualified English barrister and solicitor, he has spent his career advising global high-net-worth families, family offices, and the institutions that serve them - particularly private banks and trust companies. Simon was the first “Eminent Practitioner" listed in Chambers & Partners Singapore for Private Wealth Law and has been consistently recognized as a “Leading Individual” in the Legal 500 since 2010.
📅 Date: March 18, 2025 📍 Location: Arta SG Office 🕒 Time: 6:00–7:30 PM
Log into your Arta app and visit the lounge to register for this event.
DISCLOSURE: The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.
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