Family Office Services
The family unit is one of the key building blocks of human society, yet ‘family’ can look very different for different people — the conventional nuclear family, the single mom, families with blended-nationalities, young parents, remarried couples, the bereaved grandparent, etc. No two families are alike. Whether it’s setting up a self-sustained retirement fund to ensuring a perpetual stream of income to your children or charities, we construct tailored and context-specific solutions to meet the challenges that different families face.
Every family is unique, and likewise so are our solutions. We recognise the only effective plans are ones that are context-specific.
A broad-stroke of the types services we provide include but are not limited to:
Overview & Consolidation
At times having working with multiple companies and product providers can get messy and confusing. We can provide a consolidated overview analysis on a regular basis that can help you keep track of your assets and investments.
Investment Consulting
Are your investments right for the goals you have for yourself and your family? Working with a myriad of professionals, our team can assess and provide top tier investments solutions that are best suited to achieve your life goals.
Transfer of Wealth
The topic of passing on is never pleasant, but it is pertinent to consider when talking about what you plan on leaving behind for your heirs. Customised solutions include structured sums that correspond with the life milestones of those you leave behind.
Pension-Parallel Plans
Our Pension-Parallel plan utilises investment solutions to allow you to have passive monthly income for the rest of your life. It can be extended to those you wish to benefit as well.
Customised Portfolios
A family may have several goals like charitable giving, saving up for your children’s education, building up a nest egg to leave behind, etc. By customising portfolios, we ensure the highest probability that these goals will be met.
Tax & Insurance
Taxes can be a confusing affair especially when you have family overseas. We can take a look at everything to optimise and streamline the process in a way that ensures you do not pay more than you have to.
The services we provide are ultimately aimed to help preserve and protect your wealth, manage it, and further your legacy. Adopting a goals-based approach with independent and objective advice, guided by our fiduciary responsibility to act in your best interest, we provide specific financial counselling and proactive and personalised service, something that is rarely found at large firms and banks.
Our aim is to free you from the daily attention of managing finances to allow you to continue to make your mark on society, foster the next generation, and live life as simply as you want to.
Please note that this falls under our Private Client services and is only available for Accredited Investors (AI). AIs are defined as individuals with a net worth of at least SGD$2 million (or equivalent in foreign currency) or with an income of at least SGD$300,000 (or equivalent in foreign currency) in the past 12 months.