WPSB is managed by an eminent Council of global professionals with main objective to set the industry standard of wealth planning.

 Upon certification as AEPP®, Wealth Planners will be well equipped with international standard and tools to rationally plan with their clients how to accumulate wealth with financial market operation, enhance wealth with asset allocation and global investment, protect wealth through structures with tax efficiency and pass-on wealth effectively to their loved ones and socially responsible charities.

Our mission

Under the authorization of The Society of Will Writers of United Kingdom and Estate Planning Practitioners Limited of Singapore, WPSB commits to enhance excellence of the wealth planners with quality education, prevailing updates on regulation changes and networking opportunities among inter-territorial AEPP® practitioners.

Our Vision

WPSB envisions to establish a gold standard of wealth planning and maintain the AEPP® mark as the global statue of excellence in wealth planning.

Our Standard

WPSB actively develops global competency and timely standards for AEPP® practitioners to enhance subject expertise, as well as certify qualified AEPP® practitioners through examination and engagement. WPSB develops comprehensive curriculum and practical content to reinforce skills and to embroider knowledge which is imperative for AEPP® practitioners to put their clients’ interest at the center and focus in offering holistic solutions in wealth structuring and wealth transfer.

Council Members

Find out more about our services

Contact us today!
1985

Start with a small service

This was the time when we started our company. We had no idea how far we would go, we weren’t even sure that we would be able to survive for a few years. What drove us to start the company was the understanding that we could provide a service no one else was providing.

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1990

First employees

This was the first period when Consulting WP actually felt like it would stick around for a while. We realized we were growing more stable and expanding at the same time. We needed a new office as we had severely outgrown the last one. We started scouting for a new location.

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2001

First recognition

By this time we were a well known name within the industry. We had been prominent members of the industry for more than 16 years and worked for some of the biggest clients in the industry; we weren’t dismissed by anyone because we could not be dismissed by anyone.

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2015

Consulting wp — corporation or family

Our journey has only brought us higher. Information Technology completely changes the way we analyze and present data. We have embraced new technologies and have ensured that our clients receive cutting edge analytics. As we go on towards the future we intend to exploit the full potential of new technologies to power our services.

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Why choose us

Travel and Aviation
Consulting

Consultants ranked firms on a scale of one to 10, based on prestige, firm culture, work-life balance, compensation, and other factors.

Financial Services
Consulting

We are a dynamic niche consulting firm that has been helping visionary financial services brands convey their true essence.

Business Services
Consulting

We have had to start competing on quality of life in a way that they never had to before — leading to higher ratings from consultants.

Energy and Environment
Consulting

Engage with consumers and inspire the media — we ensure brands are seen and heard in all the right places.

Consumer Products
Consulting

We are a company that offers design and build services for you from initial sketches to the final construction.

Surface Transport
& Logistics Consulting

The ConsultingWP firm scored highest for vacation policy, hours in the office, and overall satisfaction.