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SERVICES

Wealth Management

We help secure your wealth today so it can flourish for future generations.

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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Latest News & Insights

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Crowe Chat Vol.2_2026 (Tax Edition)
Crowe Chat Vol.2/2026 - Tax Edition
Malaysia tax update covering NIF incentives, MITRS filing for YA 2026 and arts sponsorship tax deduction guidelines.
Happy Family
The Squirrel Strategy: Why the Ultra-Wealthy Don’t Just "Leave a Will"
Why the ultra-wealthy use Family Offices, Trusts and Foundations, not just Wills, to preserve wealth and legacy.
Crowe Chat Vol.1_2026 (Tax Edition)
Crowe Chat Vol.1/2026 - Tax Edition
Crowe Chat Vol.1/2026 summarises key Malaysian tax rulings, Budget 2026 updates, filing deadlines and SST changes.
Crowe Chat Vol.2_2026 (Tax Edition)
Crowe Chat Vol.2/2026 - Tax Edition
Malaysia tax update covering NIF incentives, MITRS filing for YA 2026 and arts sponsorship tax deduction guidelines.
Happy Family
The Squirrel Strategy: Why the Ultra-Wealthy Don’t Just "Leave a Will"
Why the ultra-wealthy use Family Offices, Trusts and Foundations, not just Wills, to preserve wealth and legacy.
Crowe Chat Vol.1_2026 (Tax Edition)
Crowe Chat Vol.1/2026 - Tax Edition
Crowe Chat Vol.1/2026 summarises key Malaysian tax rulings, Budget 2026 updates, filing deadlines and SST changes.

Contact us


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