Estate Planning Services
Expert estate planning services from leading private banks
Understanding Estate Planning
Private banking estate planning extends far beyond simple will preparation, encompassing sophisticated wealth transfer strategies that minimize tax implications while ensuring seamless succession across generations. Leading private banks offer integrated estate planning services that coordinate with tax advisors, legal experts, and family office specialists to create comprehensive legacy preservation strategies.
Market Insights
Estate planning services typically represent 15-25% of private banking revenue, with complex estate structures requiring ongoing management fees of 0.25% to 0.75% of trust assets annually. The average ultra-high-net-worth family utilizes 3-5 different trust structures.
Key Service Components
Trust Structures
Establishing and managing various trust types including revocable, irrevocable, charitable, and dynasty trusts
Tax Optimization
Advanced strategies for minimizing estate, gift, and generation-skipping transfer taxes
Succession Planning
Business succession strategies for family enterprises and closely-held companies
Philanthropy Integration
Charitable giving strategies that provide tax benefits while supporting family values
Compare Estate Planning Providers
| Bank | Minimum Investment | Management Fee | Key Features | Rating | |
|---|---|---|---|---|---|
| | $2,000,000 | 0.50% - 1.50% |
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| | $1,000,000 | 0.45% - 1.35% |
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| | $5,000,000 | 0.60% - 1.75% |
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| | $10,000,000 | 0.75% - 2.25% |
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| | $5,000,000 | 0.65% - 1.85% |
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| | €3,000,000 | 0.55% - 1.65% |
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| | $5,000,000 | 0.60% - 1.75% |
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| | £1,000,000 | 0.50% - 1.45% |
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| | CHF 1,000,000 | 0.65% - 1.75% |
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| | CAD $1,000,000 | 0.75% - 1.85% |
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| | CAD $500,000 | 0.65% - 1.75% |
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| | CAD $1,000,000 | 0.75% - 1.85% |
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| | SGD 3,000,000 | 0.45% - 1.55% |
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| | SGD 2,000,000 | 0.40% - 1.50% |
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| | SGD 1,000,000 | 0.42% - 1.52% |
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| | SGD 2,000,000 | 0.40% - 1.50% |
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| | AUD 5,000,000 | 0.65% - 1.45% |
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| | AUD 2,000,000 | 0.60% - 1.40% |
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| | AUD 2,500,000 | 0.70% - 1.50% |
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| | AUD 3,000,000 | 0.65% - 1.35% |
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| | AUD 1,000,000 | 0.55% - 1.25% |
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| | ¥500,000,000 | 0.50% - 1.80% |
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| | ¥300,000,000 | 0.45% - 1.75% |
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| | ¥400,000,000 | 0.48% - 1.70% |
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| | €500,000 | 0.70% - 1.95% |
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| | €750,000 | 0.75% - 2.10% |
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| | NZD 1,000,000 | 0.40% - 1.20% |
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| | NZD 1,000,000 | 0.45% - 1.25% |
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| | NZD 1,500,000 | 0.50% - 1.30% |
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Ready to Explore Estate Planning?
Compare estate planning services from leading private banks and find the perfect match for your financial needs.