Your Wealth, Your World
Shaping legacy with clarity and care, empowering you to preserve what matters and grow what defines your family’s future.
Who We Are
Headquartered in Singapore, a dynamic global financial hub, we believe in the power of well-crafted financial strategies to secure a prosperous future. As your trusted wealth management partner, we offer tailored solutions to grow and protect your wealth while preserving your legacy for generations.
We are committed to being the catalyst for your continued success, empowering you to build, preserve, and elevate your legacy.Â
>US $2bn
Assets under management
Your Goals, Our Expertise
We focus on your unique aspirations, providing expert insights and strategies to turn opportunities into achievements. Whether it’s building your wealth, securing your legacy, or making a meaningful impact, we’re here to guide you every step of the way.
Global Reach, Personal Touch
With a wide range of services and a deep understanding of the financial landscape, we help you navigate change with clarity and confidence, wherever you are — allowing you to focus on what truly matters.
Enjoy the Freedom You Have Earned
After years of building your wealth, it is time to embrace the opportunities it brings. Let us optimise your wealth management, so you can create memories, support meaningful causes, and leave a lasting legacy.
Our Global Footprint
We are committed to a customer-centric approach, placing our clients’ needs at the core of everything we do. With a global reach, we deliver tailored services to clients worldwide. We take pride in offering exceptional service to high-net-worth individuals and their families.
Hong Kong​​
Indonesia​
Mainland China​
Malaysia
Hong Kong | Indonesia | Mainland China | Malaysia | Singapore | Taiwan | Thailand | United States
Singapore
Taiwan
Thailand
​United States​
Our Network of Trusted Experts
79
international fund houses offering over 2,000 professionally managed funds
32
general / group insurance companies to offer suite of insurance solutions
19
life / group insurance companies offering comprehensive life and income protection
4
 premium financing options through a strategic bank partnership
4
investment platforms to transact unit trusts
4
wills and trust companies
as of January 2025
Your Trusted Partner for Wealth Preservation and Legacy
Our Singapore Roots
Trusted Foundations, Global Perspective
Grounded in Singapore, a leading hub for family office services, our team is equipped to guide high-net-worth families through complex challenges with clarity and confidence.
By leveraging Singapore’s strong governance systems, we provide tailored solutions that safeguard your wealth, keep you compliant with evolving regulations, and empower your family to grow across generations.
Family Communication & Governance
Harmony That Strengthens Legacy
Family harmony is at the heart of lasting wealth. We help families build strong governance frameworks that encourage open communication, enhance decision-making, and foster collaboration.
By creating customised structures that support unity and clarity, we ensure your wealth is transferred seamlessly — and your legacy preserved for generations to come.
Systemic Succession Planning
Seamless Transitions, Preserved Legacies
Succession is more than passing on assets, it’s about ensuring continuity, stability, and family unity.
Our tailored methodology addresses complex realities like cross-border assets and inter-generational dynamics, helping minimise disputes while preserving what matters most. With strategies aligned to your family’s unique needs, we make succession planning clear, smooth, and future-ready.
Our Suite of Private Wealth Services
Experience our comprehensive suite of services designed to address the multifaceted needs of high-net-worth individuals and families:
Succession Planning
We develop succession strategies that guarantee a smooth transition of your wealth, safeguarding your legacy for future generations.
Protection Advisory and Optimisation
Focusing on cost efficiency and risk management to safeguard wealth and ensure resilience, we offer advisory services for combining plan evaluations with tailored strategies to optimise coverage.
Family Wealth Solutions
From structuring succession to coordinating trusted partners, we help ensure the seamless preservation, protection, and growth of your family’s wealth — with clarity, care, and confidence.
Business Protection Strategies
We offer a suite of strategies including key person protection, buy-sell agreements, credit protection, business succession planning, exit planning, and M&A matching to protect and grow your enterprise.
Global Wealth Advisory
Optimise your wealth across borders with tailored solutions in cross-border management, currency risk mitigation, and multi-jurisdictional planning. We navigate international estate planning and investment strategies for seamless wealth growth.
Philanthropy and Charitable Giving
Realise your charitable aspirations with our strategic support in establishing and managing contributions, including foundations and donor-advised funds, to make a meaningful difference.