PERSONAL MANAGEMENT TRUST

Key Benefits

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Advisory

Our experts provide clear, objective advice tailored to your unique needs.

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Wealth Management

Grow your portfolio with expert guidance across diverse, goal-based investments.

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Estate Planning

Customized set up for future distribution while enjoying fruits of the investments at present.

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What we can do for you

Asset Consolidation

Asset Consolidation

We bring your financial holdings from various accounts or institutions into a single portfolio.

Monitoring

Monitoring

We help you stay on track by monitoring key milestones.

Orderly Distribution

Orderly Distribution

We transfer to your beneficiaries in a structured manner.

HOW TO GET STARTED

Interested in Wealth and Estate Planning?

Our Wealth Management solutions in the Philippines take care of your assets. Let us help you build a lasting legacy. 

You may call or contact us at Metrobank_Trust@metrobank.com.ph or (02) 8857-5223.

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QUESTIONS

Frequently Asked Questions

What is wealth and estate planning?

Fund management is the professional management of your investments to help achieve your financial goals. It involves selecting, monitoring, and adjusting assets based on your risk profile, time horizon, and objectives.

How can wealth and estate planning help you?

It helps you prepare for the future by minimizing uncertainties, reducing potential estate issues, and ensuring your loved ones are financially supported. Proper planning of your inheritance and legacy provides clarity and continuity across generations.

What are the key benefits of wealth and estate planning?

Key benefits include orderly wealth transfer, asset protection, potential tax efficiency, and peace of mind knowing your legacy will be carried out as intended.

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