Wealth Management
We help secure your wealth today so it can flourish for future generations.
SERVICES
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
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.
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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IRBM's updated e-invoice timeline (June 2025): RM5-25m (July 2025), RM1-5m (Jan 2026), below RM1m (July 2026). Exemptions for below RM500k.
IRBM update (June 2025): Employment contracts pre-2025 exempt from stamp duty. 2025 contracts get penalty waiver if stamped by Dec 2025.
Key 2025 Malaysia tax updates: New 2% dividend tax rules, Labuan Foundation amendments & shipping tax treatment under PR 1/2025.
IRBM's updated e-invoice timeline (June 2025): RM5-25m (July 2025), RM1-5m (Jan 2026), below RM1m (July 2026). Exemptions for below RM500k.
IRBM update (June 2025): Employment contracts pre-2025 exempt from stamp duty. 2025 contracts get penalty waiver if stamped by Dec 2025.
Key 2025 Malaysia tax updates: New 2% dividend tax rules, Labuan Foundation amendments & shipping tax treatment under PR 1/2025.
Contact us
Yew Hoe Poon
Senior PartnerKuala Lumpur
Man Yee Wong
Partner, TaxKuala Lumpur
Kenneth Poon
Director, Wealth ManagementKuala Lumpur