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ADVISORY SERVICES

Solutions By Experienced

Consultants And Professionals

As part of our one-stop service experience for family offices, we partner experienced professionals in our network to offer a range of advisory services for family offices and family businesses. Areas include, but are not limited to the following:

01

Legal & Regulatory Advice

02

Tax Advice

03

Financial Advisory

04

Investment Management

  • Setting up of family office, including application for tax exemption (where applicable)

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  • Family business ownership structuring and advisory

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  • Advise on appropriate legal, investment and fund structures (e.g. variable capital company, trust, private company, etc.)

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  • Family governance processes and structures to educate and facilitate communication and decision making between family members

  • Advice on tax optimisation in relation to moving of assets, succession planning, relocation, estate and legacy concerns

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  • Application of tax exemption for family office (if application)

  • Advice and solutions for succession planning and generational wealth transfers

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  • Provision of tax advisory and legacy planning services

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  • Educating the younger generation on wealth preservation and preparing them to be custodians of wealth

  • Partnering fund managers to manage your investments according to your wishes - in line with your preferred risk-return profile, investment mandate and objective, and/or areas of focus

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