We provide a full range of services in these matters and have long standing collaborative arrangements with leading firms and service providers in every continent. Our services in this field are delivered collaboratively.

Fiduciary Services
Establishment and administration of trusts, foundations, companies, private trust companies, limited partnerships etc in all major jurisdictions. General fiduciary/wealth structuring consultancy services. Consolidated financial reporting of clients’ global wealth. Offshore Family Office establishment and administration.

Tax Structures
Full tax planning and compliance services and the co-ordination of global tax planning (and estate planning) in relation to global assets.

Insurance Services
Arranging offshore insurance products and mechanisms to hold private wealth and to arrange high value term life insurance.

Investment of Client Assets
We are not sellers of any given wealth product. This leaves us free of conflict or bias. When providing Fiduciary/Family Office services, a key part of our competency is to identify investment solutions that meet the Client’s appetite for risk and returns. We have well established alliances with leading firms whose service delivery we monitor continually.

This is a dedicated service that is provided largely to Asian families. The aim being to secure the smooth transition of wealth, investment and to establish structures for the deployment of wealth that is jointly held and to generally free up the commercial usage of family wealth.

The solutions include:

• Establishing a legally binding Constitution to identify, agree and record the principles upon which wealth and assets are to be administered in whole or in part;
• Establishment of a Council to advise upon and determine differences which impede wealth mobilization;
• Establishing a framework for the current and future ownership and management of the wealth, including the distribution of profits and the prospect of the divestment thereof and the application of the proceeds thereof;
• Creating a framework for the induction of the next generations into the business or the wealth holding structure;
• Educating young family members on the handling of wealth inclusive of coaching, mentoring and developing younger family members;
• Where appropriate to develop a framework for family philanthropic objectives;
• Implementing robust tax and estate planning structures, inclusive of death and incapacity;
• Considering the use of Private Trust Company to hold shares of the family business, with appropriate board and protectorship mechanisms adopted to retain appropriate levels of family influence and indirect control.

To achieve the above services and resources that we are able to bring to bear include:

• Initial assessment of priorities;
• Introducing specialist external advisors to create and implement a family governance program;
• Introducing and implementing specialist tax and estate planning advisors;
• Introducing private banks, wealth managers, investment management performance monitoring specialists and other required managers;
• Arranging comprehensive regular consolidated financial reporting of the family’s overall wealth which addresses the concerns of participating and non-participating family members;
• Helping the family to diversity their wealth outside of Malaysia by introducing appropriate advisors of international investment opportunities;

The services we provide are aimed at longevity and to have a system and structure that balances competing interests and to enable wealth to be deployed and for proceeds to be applied. It is meant to develop a sustainable system for wealth to grow and to be sustained, leaving decisions for the segregation or distribution of wealth to be made when the time and circumstances allow for it.