Preserve your legacy
We help to preserve and protect your wealth, manage it, and further your legacy. Through our Family Office Services, we provide our clients with highly-personalised financial counselling on matters including investment management, wealth transfer and estate planning, tax services, trusteeship, risk management and philanthropic management.
We apply our best thinking and independence to meet the specialised needs of our clients. Our goal is to free our clients from the daily attentions of managing their finances to allow them to continue to make their mark on society, foster the next generation and live life as they want to.
We adopt a goals-based approach with independent and objective advice, and are guided by our fiduciary responsibility to act in our clients' best interests. Clients get proactive and personalised service, something that is rarely found at large firms and banks. We also provide access to robust institutional-type investment strategies.
Appoint our advisers to your personal board
Engage our different financial experts to help you in important financial decisions for your family office and business.
Please note that our Private Client services are only available for Accredited Investors, defined as individuals whose net worth is at least SGD$2 million (or its equivalent in a foreign currency) or whose income in the past 12 months was at least SGD$300,000 (or its equivalent in a foreign currency).