专业知识与独立
作为客户信任的多家庭办公室，我们致力于企业家族的财富传承，我们的团队拥有丰富的行业经验与专业知识，凸显了我们工作的质量与价值。我们赏识并培养专业经验丰富的人才，共享建立持久关系的信念，为客户家族实现价值。
我们致力客户家族财富的传承，一切从客户利益出发，采取透明且独立的方式，全面理解客户的需求，提供全方位的客制化服务。
我们承诺为您提供卓越的财富管理服务：
• 透明且独立的专业建议
• 体现真正的伙伴关系和理解
• 以专业精神和专业知识为基础
• 协助客户家庭为社区创造积极影响
超越财富
有兴趣成为候选人吗？请与我们联系，了解关于NextGen接班人培养计划的更多信息。
金道集团生态系统
作为金道控股集团的子公司，我们是亚洲唯一一家由相辅相成的业务公司组成协同生态系统的联合家族理财室，涵盖金融、咨询和创新社区，共同愿景是通过资本、技术、社区和学习等关键支柱业务对未来进行投资。
金道财富管理多家族办公室（GEW），为超高净值家族和个人提供全方位财富保值、增值和传承方案。
金道私募基金投资公司(GEP），专注东南亚新兴市场投资机会。公司提供夹层融资、增长融资和收购融资方案，凭借对东南亚市场的深刻洞察及与区域伙伴间的长期合作关系，为每笔交易带来增值。
金道创业投资公司（GEV），专注东南亚高成长性科技企业。公司携手远见之士，发挥潜能改变未来，同时坚持赋能未来领跑者，助力其业务增长，为消费者和投资者创造价值。
The Simple Sum个人理财内容创作平台，旨在通过提供简单有趣的多媒体内容，提高千禧一代和Z世代的金融素养。
SPECTRUM社区平台精心打造真实社区体验，同时提供创新型企业成长所需的人脉和资源。平台肩负使命，努力构建创新型和技术型企业相互合作、共同成长、共塑未来的全球化社区。
金道集团Pinnacle学习发展计划，包括下一代赋能和技能提升、创业训练营及高管教育等内容。
Swish是一个专为专业人士社区打造、仅限受邀者加入的应用程序，旨在通过知识共享、兴趣小组、用户间的协作与联系，激发并创造积极影响。
这种运营方法是以生态圈为导向，不仅能有效拓展人际关系网络，并为您的个人理财和业务需求提供更多机会。
我们的内部投资团队综合了专业知识、值得信赖的外部专家、金融机构和市场数据，提供战略咨询服务，从而为您谋求最大利益。
我们拥有深厚的业务网络，向全球值得信赖的顾问敞开大门，同时与业内知名合作伙伴保持合作关系。 除了我们所在行业内的强大网络外，我们还促进NextGen、本集团内部的慈善和创新社区。
我们通过本身的生态系统，取得一般在商界难以接触到的独家私人投资机会。
Curated Legacy Planning Approach
For many business families, the dynamics between the personal and business is often intricate and multidimensional. It’s important that we work with you to structure a plan so your life’s achievements stands the test of time for future generations. We do this by not only laying the foundation for your continued family legacy through estate planning, but go deeper to prepare the next generation for intergenerational handover, and establishing thoughtful, sustainable and implementable governance for your family. Our structured framework takes 3 broad stages towards legacy planning and is curated to your family’s vision and goals for the future.
Legacy Planning Framework
From insurance to will writing, it is common for most wealthy individuals and families to have already planned and executed estate planning to some extent. For UHNW families and individuals with more complex assets, there is a need for more sophisticated and holistic strategies to better protect their wealth. We work closely with you to understand your objectives and motivations to develop an efficient and defined plan to guide and prepare you and your family for financial security even in the transition of assets.
When you choose to retire and hand over the reins of your wealth or business, it is key that the successor shares your aspirations and possesses the abilities essential for leadership. In the cultivation stage, we journey with you to create a development roadmap to help the next generation succeed. Succession planning is integral to give the next generation abundant time to learn and prepare for their future role in taking over as custodians of family wealth and business.
The Golden Equator NextGen Programme was designed to help the next generation navigate success ahead of this generational changeover. The rigorous programme includes a highly customised curriculum grounded in finance, wealth and business management, and entrepreneurship through formal and informal learning opportunities. Each learning journey is customised to develop astute business acumen and positive character traits while building a strong network that gives the right access and support as they grow into their new roles. Contact us if you are interested to receive a copy of the NextGen Programme brochure.
Having a strong asset protection structure and taking steps to groom the next generation is only part of the equation to a successful legacy. In learning from the world’s oldest business families, the greatest asset you can pass down is not financial, but are intangible assets such as shared values and principles that unite families for generations.
The family governance structure works in tandem with the material assets to instill and perpetuate your family’s identity and vision to govern your legacy into the future. Our future-proofing process consists of in-depth assessments conducted to discover and formalise your most treasured values and tradition into a deliberate action plan.
If you’d like to further chronicle your past to benefit your future, we can also help turn your story into a generational treasure by translating your experiences into a timeless personal narrative of heritage, values, and wisdom. Contact us if you are interested to receive a copy of the Legacy Artefact brochure.
From insurance to will writing, it is common for most wealthy individuals and families to have already planned and executed estate planning to some extent. For UHNW families and individuals with more complex assets, there is a need for more sophisticated and holistic strategies to better protect their wealth. We work closely with you to understand your objectives and motivations to develop an efficient and defined plan to guide and prepare you and your family for financial security even in the transition of assets.
From insurance to will writing, it is common for most wealthy individuals and families to have already planned and executed estate planning to some extent. For UHNW families and individuals with more complex assets, there is a need for more sophisticated and holistic strategies to better protect their wealth. We work closely with you to understand your objectives and motivations to develop an efficient and defined plan to guide and prepare you and your family for financial security even in the transition of assets.
From insurance to will writing, it is common for most wealthy individuals and families to have already planned and executed estate planning to some extent. For UHNW families and individuals with more complex assets, there is a need for more sophisticated and holistic strategies to better protect their wealth. We work closely with you to understand your objectives and motivations to develop an efficient and defined plan to guide and prepare you and your family for financial security even in the transition of assets.
Digital Wealth Platform
In line with our commitment to embrace digital innovation to transform traditional financial services, we are developing a digital wealth management platform to offer you greater control over your portfolio at your fingertips. This proprietary mobile app will allow you to automate functions easily, create a customised family portal and experience greater efficiency and access to your consolidated wealth management portfolio. This is a personalised service that will continually deliver a superior wealth management experience and added value to you.
