Family Office

Family Office

Private wealth management advisory firm that is tailored to your needs

A family office is a private wealth management advisory firm that is tailored to meet the needs of High-Net-Worth Individuals (HNWI). The needs can diverse, ranging from investment management to philanthropy advices to handling of non-financial issues, such as private schooling, travel and miscellaneous household arrangements.

Therefore, family offices are different from traditional wealth management shops as they offer a total solution to managing the financial and investment needs of an affluent individual or family.

Family-run businesses may require structures for succession planning, such as trusts or a foundation for the family assets. Given the complexity of these situations, clients may utilize a family office to help manage the assets and align interests.


Our services

• Single family office
• Multiple family office


1. Design family office structure
At this stage, we will assist to design a feasible, tax-compliant and tax-efficient family office structure aligned with your family objectives. The innate function of a family office is to ensure that wealth can be preserved for generations, amid the backdrop of continuous growth of the family

2. Implementation of the target structure
Assisting with the incorporation of legal entities, the appointment of positions, and exemption applications.

3. Employment Pass Application and Renewal
We will assist in the write-up and application of the employment passes for the executives.

4. Corporate and Private Banking Set Up
Providing recommendations, documentation and assistance for bank account opening in Singapore.

5. Accounting & Tax
Our experienced professionals provide accounting and tax services to ensure that compliance requirements for Family Offices are met.

6. Filing of Annual Return with Monetary Authority of Singapore (MAS)