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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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Latest News & Insights

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Customer Due diligence report in the blue folder
Third-Party Due Diligence: Knowing Who You Are Really Doing Business With
Understand third-party due diligence and how it helps identify risks, protect reputation and support better business decisions.
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Navigating the New Era of Mandatory Sustainability Reporting in Malaysia
Malaysia moves to mandatory sustainability reporting aligned with IFRS S1 and S2, impacting governance, compliance and ESG disclosures.
How AI is Affecting Tax Professionals
How Artificial Intelligence (“AI”) is Affecting Tax Professionals: A Good Servant, but a Bad Master
How AI is reshaping tax professionals in Malaysia — enhancing compliance, automation and efficiency while increasing risks and ethical challenges.
Customer Due diligence report in the blue folder
Third-Party Due Diligence: Knowing Who You Are Really Doing Business With
Understand third-party due diligence and how it helps identify risks, protect reputation and support better business decisions.
Sustainable Urban Architecture with Vertical Garden
Navigating the New Era of Mandatory Sustainability Reporting in Malaysia
Malaysia moves to mandatory sustainability reporting aligned with IFRS S1 and S2, impacting governance, compliance and ESG disclosures.
How AI is Affecting Tax Professionals
How Artificial Intelligence (“AI”) is Affecting Tax Professionals: A Good Servant, but a Bad Master
How AI is reshaping tax professionals in Malaysia — enhancing compliance, automation and efficiency while increasing risks and ethical challenges.
What we do
What we do

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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