Private Client and Family Office

Over the years, we have helped numerous families with every aspect of succession planning. We focus on developing and implementing sustainable strategies that formalise your plans, ensuring that your assets and wealth continue to support future generations.

Our bespoke advice and solutions cover the following key areas:

Succession planning which involves putting a proper succession plan to ensure your wealth is passed to future generations according to your wishes, while minimising potential conflicts within family members.

Asset protection and estate planning which are critical to protect and preserve your assets, ensuring their longevity for the present and future.

Implementing a family strategy and governance framework including a family office setup in Singapore as a captive vehicle for the management of family wealth.

Key areas where we can help you achieve your goals include:

Build a resilient legacy for tomorrow
Create and grow a more valuable enterprise, generation after generation
Navigate disruptions and turn them into opportunities for your business
Guide your business on its path to an IPO with our guidance and insights
Tax-efficient planning and structuring for income, capital gains and estate succession for individuals and families, especially on a cross-border basis
Establish a tax-efficient family office structure to fulfil your goals and succession plans, and assist in the application of relevant tax incentive from the Monetary Authority of Singapore to minimise taxes on income and gains
Offer advice on the tax benefits of charitable giving and philanthropy