What is Trust?
What is Trust?

A trust is a legal arrangement that allows a person (Settlor) to transfer assets, property, or funds to another individual or entity (Trustee) for the benefit of a third party or parties (Beneficiaries). The purpose of a trust is to provide a structured way to manage and protect assets and distribute them according to the settlor's wishes.

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At DLC Consultancy, we specialize in trust services that empower you to secure your financial legacy, protect your assets, and pave the way for a brighter future. Our mission is to assist individuals, families, and businesses in creating a solid foundation for their financial well-being. With expertise in private trust, corporate trust, and more, we're committed to providing comprehensive solutions tailored to your unique needs.

Explore how our professional guidance can help you achieve your legacy planning goals. Whether you're looking to safeguard your wealth, optimize your business, or secure your family's future, DLC Consultancy is here to guide you every step of the way.

Why Legacy & Trust Planning is Important
1 Protecting Your Assets :
Legacy planning ensures that your assets are protected and distributed according to your wishes. Without a proper plan, your estate may be subject to lengthy probate processes and laws that might not align with your intentions. By creating a detailed estate plan, you can safeguard your wealth and ensure it benefits your chosen heirs.
2 Providing for Your Loved Ones:
Legacy planning allows you to provide for your family and loved ones after your passing. You can designate guardians for minor children, establish trusts to manage and protect assets for beneficiaries who may not be able to manage them themselves, and ensure that your loved ones are financially secure.
3 Avoiding Probate:
Probate can be a lengthy and costly process. By establishing trusts and other legacy planning tools, you can help your family avoid the stress and expense of probate. Trusts, in particular, can ensure a smooth and private transfer of assets, bypassing the public probate process.
4 Ensuring Your Wishes Are Honored:
A well-crafted legacy plan includes not only the distribution of your assets but also your wishes regarding medical care and end-of-life decisions. Through living wills, healthcare proxies, and durable powers of attorney, you can ensure that your preferences are respected even if you become unable to communicate them.
5 Reducing Family Conflicts:
Clear and legally binding legacy planning documents can help prevent misunderstandings and conflicts among family members. By explicitly outlining your wishes and distributing your assets in a fair and thoughtful manner, you reduce the risk of disputes and maintain family harmony.
6 Protecting Beneficiaries:
Trusts can offer protection for beneficiaries who might be vulnerable due to age, disability, or financial irresponsibility. Special needs trusts, for example, can provide for a loved one with disabilities without jeopardizing their eligibility for government benefits.
7 Protect Your Assets from Unforeseen Creditors:
Trusts can effectively shield your assets from unforeseen creditors. By transferring assets into a trust, you create a separation that makes it more difficult for creditors to claim them. This not only helps ensure that your assets are distributed according to your wishes but also manages financial risks and safeguards your financial security.
8 Supporting Charitable Causes:
If you have charitable intentions, legacy planning allows you to leave a lasting legacy. You can designate specific assets or amounts to your favorite charities, supporting causes you care about and potentially gaining tax benefits for your estate.
9 Business Continuity:
For business owners, legacy planning is vital to ensure the continuity of the business. Succession planning can outline how your business should be managed or transferred upon your death, ensuring its continued success and stability.
10 Peace of Mind:
Perhaps most importantly, having an legacy plan gives you peace of mind. Knowing that your affairs are in order and your loved ones are protected can provide significant emotional relief, allowing you to focus on enjoying your life without worrying about the future.

How To Become DLC Consultancy’s Advisor?

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Make payment RM313

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Fill in your Personal Profile

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New Advisor Training (NAT)

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Activate Advisor

About Us
About Us
About DLC Consultancy

At DLC Consultancy, we understand that the key to a prosperous future lies in effective legacy planning. With years of experience in the trust business, we have built a reputation as a reliable and forward-thinking agency dedicated to your financial success.

Our Commitment
Our Commitment

We are committed to helping you achieve your legacy planning goals. Our team of experts brings a wealth of knowledge in trust services, including personal trust and corporate trust. We're here to offer solutions that empower you to protect your wealth and assets while creating a lasting impact.

Vision
Vision

"Empowering Trust, Securing Legacies."

Mission
Mission

At DLC consultancy, our mission is to provide expert trust management and consultancy services, empowering our clients to safeguard their assets, protect their legacies, and achieve their financial aspirations. We are dedicated to building lasting relationships, ensuring transparency, and offering innovative solutions tailored to each client's unique needs.

Core Values
Core Values
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Trustworthiness:

We are committed to upholding the highest level of trust, honesty, and integrity in all our dealings, earning the confidence of our clients.

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Reliability:

Demonstrating reliability means consistently delivering on your promises and commitments. Your clients should know they can count on you to manage their trusts with care and competence.

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Understanding:

Empathize with your clients' unique needs and goals. Strive to understand their financial aspirations and family dynamics to provide personalized solutions.

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Service:

Commit to providing exceptional service at every touchpoint. Clients should feel valued and well-cared for throughout the journey with us.

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Transparency:

We operate with transparency, providing clients with clear and open communication about their trusts, investments, and the progress made.

Why Choose

Why Choose DLC Consultancy?

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Expertise:

Our team comprises skilled professionals who understand the complexities of trust services and legacy planning.

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Tailored Solutions:

We take a personalized approach, ensuring that our services align with your specific needs and aspirations.

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Trustworthy Guidance:

DLC Consultancy is built on trust, integrity, and a commitment to putting your best interests first.

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Comprehensive Services:

From asset protection to family legacy planning, we offer a wide range of services to meet your diverse requirements.

Our Service

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Private Cash Trust

A Cash Trust is a living trust that allows you to set aside a sum of cash, ensuring it is managed and distributed to your chosen beneficiaries in case of your death or an emergency.

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Family Trust

A Family Trust is a way to manage and protect your assets for your loved ones. It helps you decide how your money and property are distributed, both while you’re alive and after you’re gone. It’s a flexible tool for ensuring your family is taken care of according to your wishes.

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Investment Trust

An Investment Trust is a type of trust designed to manage and grow your investments. It allows your assets to be professionally managed and aims to provide income and increase their value over time for the benefit of the beneficiaries.

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Insurance Trust

An Insurance Trust holds a life insurance policy and manages the proceeds for your beneficiaries. It helps to protect the insurance money from creditors, and ensures that the funds are used according to your wishes.

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Will Writing

Will Writing involves creating a legal document that outlines how your assets should be distributed after your death. It ensures your wishes are followed and helps prevent disputes among family members.

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Saving Trust Account

A Saving Trust Account is a financial account managed by a trustee on behalf of the Settlor. It holds assets and ensures they are used or distributed according to the terms set by the Settlor.

Contact Us

Contact Us

DLC Consultancy Sdn Bhd

KL Office:

Room 2, Level 9, Tower 7, Avenue 5, The Horizon Bangsar South, No. 8 Jalan Kerinchi 59200 Kuala Lumpur, Malaysia.

Tel: +6018-789 9879

Email: info@dlc-consultancy.com

Johor Office:

No. 32A Jalan Dedap 20, Taman Johor Jaya, 81100 Johor Bahru, Johor, Malaysia.

Tel: +6018-789 9879

Email: info@dlc-consultancy.com

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