International Connection. An Ecosystem of Global Service Providers.
Family Office
We are independent, with professionalism and transparency at the core of our family office services. Leveraging years of experience, we craft personalized investment approaches that effectively achieve your family's investment goals and aspirations while building a high-quality relationship.
We are with you every step of the way, examining your needs and aligning your family portfolio to the goals you have in mind. Our aim is to maximize your bottom line while minimizing risk and cost. Using an endowment approach, we build portfolios that protect and grow your capital across generations.
We consider all asset classes and have no geographic restrictions. Currently, we offer the following services:
Wealth Transfer & Planning
Insurance
Wealth Consolidation & Reporting
Family Trust
Immigration
Education
Consolidated Reporting
Our proprietary portfolio management and reporting systems keep track of your family assets in real-time. We deliver insights in the form of monthly reports that summarize the performance of your portfolio.
Family Fund
The Singapore government has made enticing tax incentives available for local family offices. By creating your own family fund, you can enjoy tax incentives while carrying out your investments. Family funds can be standalone or umbrella funds with two or more sub-funds, each holding a portfolio of segregated assets and liabilities. It offers exceptional privacy, not being obliged to make its shareholder lists or financial statements publicly available.
Family Office Incubation
We understand that families have evolving needs. Family offices, therefore, should consist of professional teams that can assist in managing family affairs. We offer a wide range of services and allow our families to select what they would like us to do and what they would like to outsource to 3rd party service providers instead.