Family Office
Securing Your Family’s Wealth for the Future
Why Do Most Asian Families Struggle to Preserve Wealth?
Wealth is more than just numbers - it represents the hard work, vision and values of generations before us. Yet, history shows that many family fortunes rarely last beyond three generations. Why?
- Fragmentation of family business shares
Disputes and multiple heirs lead to dilution of ownership and control. - No preservation structure
Wealth disperses without a dedicated vehicle to manage and protect it. - Lack of family governance
No clear family decision-making framework leads to internal conflicts. - No tax planning
Inheritance and other taxes erode wealth without proper structuring. - No professional management
Future generations often lack the expertise to sustain the wealth effectively.
Understanding your needs
Key to your success is working collaboratively with advisors who can really get to grips with how your business works, helping it thrive now and for future generations.
Understanding your needs
Navigating the challenges
Getting the right advice from the right people at the right time. We are used to dealing with all manner of family dynamics, always seeking to strike a balance for everyone involved.
Navigating the challenges
Providing day-to-day support
We can be there for you when you want and as much or as little as you want to ease the administrative burden ensuring you can concentrate your efforts where they matter most.
Providing day-to-day support
Safeguarding Your Family’s Wealth and Strengthening Prosperity Across Generations
To break the cycle of wealth dissipation, families must adopt a strategic and structured approach to wealth preservation—one that goes beyond mere inheritance and focuses on continuity, governance and professional management.
A truly legacy isn’t just about accumulating wealth; it’s about safeguarding, growing and seamlessly passing it on to future generations.
Establish a family office and preservation structure
Establish a family office and preservation structure
Implement family governance
Implement family governance
Tax planning for wealth preservation
Tax planning for wealth preservation
Professional wealth administration
Professional wealth administration
Our Wealth & Succession Solutions for Lasting Legacies
We are your trusted advisors
Dedicated to safeguarding, structuring and sustaining your family’s wealth for generations.
Who Can Benefit from These Solutions
Business Owners & Family Enterprises
We help family businesses and entrepreneurs implement succession plans, governance structures and tax-efficient strategies to build lasting legacies.
Property & Asset Owners
We assist individuals and families in structuring their real estate and other significant assets to maximise returns and ensure smooth intergenerational transfer.
Family Offices & Trustees
We provide expert advisory and administrative support to family offices, trustees and estate administrators, ensuring compliance and effective wealth management.
The Next Generation
We guide families in educating and preparing future generations for responsible wealth stewardship, ensuring a smooth transition of assets and leadership.
Business Owners & Family Enterprises
Property & Asset Owners
Family Offices & Trustees
The Next Generation
We help family businesses and entrepreneurs implement succession plans, governance structures and tax-efficient strategies to build lasting legacies.
We assist individuals and families in structuring their real estate and other significant assets to maximise returns and ensure smooth intergenerational transfer.
We provide expert advisory and administrative support to family offices, trustees and estate administrators, ensuring compliance and effective wealth management.
We guide families in educating and preparing future generations for responsible wealth stewardship, ensuring a smooth transition of assets and leadership.
We help clients at every stage of their business lifecycle to achieve their goals.
How can we help you to achieve yours?
New Malaysia tax rules: Luxury goods sales tax up to 10%, 6 new service sectors taxed from July 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.
New Malaysia tax rules: Luxury goods sales tax up to 10%, 6 new service sectors taxed from July 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.
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Contact Us
We help you to make smart decisions that have lasting value. Working with you, we will help you to successfully adapt and overcome challenges you may face, both today and in the future.
Yew Hoe Poon
Senior PartnerKuala Lumpur
Kenneth Poon
Director, Wealth ManagementKuala Lumpur