国际财富传承与规划标准委员会是由全球著名专业人士组成的最高管治理事会监管及运作，旨在制定及管理财富传承与规划行业标准。

 获得AEPP资质认证后，国际财富传承与规划从业人员将具备优质的国际标准和工具，可以与客户进行合理规划，通过财务市场运作积累财富，通过资产配置及全球投资增加财富，通过架构建设及税务优化保护财富，以及有效将财富转移给至亲和有社会责任的慈善机构。

WPSB使命

在英国遗嘱继承协会和新加坡财富传承从业有限公司的授权下， WPSB致力通过优质专业教育体系，常态更新相关法规变动，和提供跨区域AEPP®持证人之间的常年交流互动，以提升其卓越专业水平。

WPSB愿景

WPSB期望为财富传承与规划行业设计黄金级标准，并将AEPP® 标志打造成为高端财富传承与规划行业的全球性标杆。

WPSB标准

WPSB积极为AEPP® 持证人开发全球化竞争能力，实时更新行业新规与标准，提升专业技能，并通过考试及各类活动，给予合格的AEPP® 持证人相关的认证资格。WPSB开发完整的课程和实务操作内容，强化参与者的相关技能，并将AEPP® 持证人必备的知识与客户的利益紧密结合，致力于在财富传承与规划方面提供完善综合的解决方案。

管治理事会成员

了解更多关于我们的服务

今天联系我们
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.

consulting_placeholder
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.

consulting_placeholder
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.

consulting_placeholder
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.

consulting_placeholder

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.