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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Contact us
Yew Hoe Poon
Senior PartnerKuala Lumpur
Man Yee Wong
Partner, TaxKuala Lumpur
Kenneth Poon
Director, Wealth ManagementKuala Lumpur