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Wealth Management

We help secure your wealth today so it can flourish for future generations.
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Preserving your family's wealth while ensuring peace of mind for generations

We provide impartial guidance focused on protecting and sustaining your family's wealth. Our specialists deliver unbiased preservation strategies tailored to each client's unique circumstances and life stages. We offer specialised succession planning and wealth protection services designed for Malaysian business families and high-net-worth individuals.

Family Office

Family Office

Our Family Office Services provide tailored solutions to preserve and grow family wealth across generations. From succession planning and estate management to philanthropy advisory, we ensure your family’s financial legacy is secure and aligned with your values.

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Private Client Services

Our Private Client Services offer personalised financial planning and wealth management for high-net-worth individuals. We provide independent, unbiased advice to help you achieve financial peace of mind and meet your unique goals.

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From Boardroom to Tax Return: How Malaysia Taxes Independent Non‑Executive Directors’ Income
Understand how Malaysia taxes Independent Non-Executive Directors’ income, including tax filing, e-Invoicing, and service tax implications.
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The e-Invoice SVDP in Malaysia: A No-Penalty Window to Get Your Compliance Right
IRBM's e-Invoice SVDP offers Malaysian businesses a penalty-free opportunity to rectify e-Invoice compliance gaps until 31 Dec 2027.
Crowe Chat Vol5_2026 Tax Edition
Crowe Chat Vol.5/2026 - Tax Edition
Malaysia tax and SST updates covering PR 3/2026, tax incentives, flexible work arrangements, SST compliance and service tax developments.
corporate and board of directors meeting room
From Boardroom to Tax Return: How Malaysia Taxes Independent Non‑Executive Directors’ Income
Understand how Malaysia taxes Independent Non-Executive Directors’ income, including tax filing, e-Invoicing, and service tax implications.
Online Digital E Invoice Statement
The e-Invoice SVDP in Malaysia: A No-Penalty Window to Get Your Compliance Right
IRBM's e-Invoice SVDP offers Malaysian businesses a penalty-free opportunity to rectify e-Invoice compliance gaps until 31 Dec 2027.
Crowe Chat Vol5_2026 Tax Edition
Crowe Chat Vol.5/2026 - Tax Edition
Malaysia tax and SST updates covering PR 3/2026, tax incentives, flexible work arrangements, SST compliance and service tax developments.
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Poon Yew Hoe
Yew Hoe Poon
Senior PartnerKuala Lumpur
Wong Man Yee
Man Yee Wong
Partner, TaxKuala Lumpur
Kenneth Poon Yew Wai
Kenneth Poon
Director, Wealth ManagementKuala Lumpur