Your Vision, Our Expertise
– Redefining Legacy
We believe that true wealth management goes beyond numbers — it’s about shaping your legacy, preserving your vision, and securing a future that reflects your aspirations. With a tailored approach and a commitment to excellence, we empower high-net-worth individuals and families to redefine what legacy means to them.
Who We Are
Headquartered in Singapore, a dynamic global financial hub, we are a boutique private client and family office consultancy with an established foothold in Hong Kong and Malaysia.
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
>19
Years of Experience
>1,000
Consultants & Staff Around Asia
>10,000
Clients Worldwide
>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 Tie Ups
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
Grounded in Singapore, a leading financial hub renowned for its expertise in family office services, our team of certified family office consultants is equipped to tackle the complex challenges faced by high-net-worth families. We are well-versed in navigating regulatory complexities, ensuring you stay compliant with ever-evolving laws while safeguarding your wealth. Leveraging Singapore’s trusted governance systems, we provide tailored solutions that empower your family to protect, manage, and grow wealth across generations.
Family Communication & Governance
Unlike many practitioners who avoid the complexities of family governance, we specialise in strengthening family communication and governance. We work with mid to mid-upper tier families, or those with fewer generations involved, to build stronger governance structures that foster collaboration and long-term success. Recognising that family harmony is key to preserving your legacy, we create customised governance frameworks that manage relationships, enhance decision-making, and ensure the seamless transfer of wealth across generations.
Systemic Succession Planning
Succession planning is more than just passing on assets; it’s about ensuring a smooth transition that preserves family unity and financial stability. Our methodology is tailored to address market-specific pain points, such as inter-generational conflicts and cross-border asset complexities, which can create significant hurdles in succession planning. We align our approach with your family’s unique needs, using insights to navigate the complexities of asset transfer, ensuring a seamless transition that respects your legacy while minimising potential disputes.
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 Office Consultancy
From establishing to managing your family office, our experts focus on preserving and growing your wealth with precision and personalised care.
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.