Your Personalised Family Office

Family Wealth Management Services in Singapore

Alongside a rapid rise in wealth accumulation globally, the number of family offices worldwide have grown significantly, with the number increasing fivefold between 2017 to 2019 in Singapore alone. Aside from hosting a deeply diverse pool of wealth management talent and having a variety of attractive tax incentive schemes to benefit from, Singapore is renowned for its political and economic stability and robust legal infrastructure, making it the choice hub for ultra-high-net-worth families seeking to set up their family office. 

As these families accumulate financial capital, their needs and responsibilities get more complex and challenging to address. Several forms of family office services have existed for many years, often seeing wealthy families organising an inner circle of trusted advisors to centralise the management of their wealth.  

Today, the family office brings renewed relevance as it broadens its role to a more diverse landscape of financial and non-financial needs that include private wealth management, family governance, legacy planning, knowledge and cultural transfer, philanthropy, investment management, insurance, and management of family-owned businesses amidst global volatility and the emergence of new technologies. These areas must be considered in the broader context of individual members’ desires, family perceptions, as well as the macroeconomic and regulatory landscape the families operate within. Yet, family offices’ primary interests have similarities— to support wealthy families with a wide range of advisory, professional and operational capabilities to grow and preserve their wealth for generations. 

什么是家族办公室?

A family office is a bespoke managerial hub that offers integrated solutions to serve ultra-high-net-worth individuals and families to manage their wealth. This can take on the form of a single family office,multi-family office or a virtual family office. 

设立家族办公室的的好处

Benefits Of Setting Up Your Own Family Office
  • 可满足代际财富传承所有需要的综合全面方法。
  • 通过单一联系点执行各项策略。
  • 设身处地为多世代家族服务,同时提供长期价值和回报。
  • 结合各个家族的长期愿景和投资战略,量身定制解决方案。
  • 即时获取丰富的集体知识和专业知识,提出个性化建议。
  • 与同类领先的服务提供商和金融机构开展合作,提供最相关且最有利的解决方案。
  • 专注于建立基于诚信、信任和透明原则的持久关系。
  • 客观且有效的咨询服务,充分关注您的最大利益。

设立家族理财室时的考虑因素

设立家族理财室可能是一个需要仔细斟酌的繁琐过程。我们深知家族面临的各项挑战,尤其是在获得独立建议方面。以下是在设立家族理财室时可以考量的一些重要因素。

单一家族理财室还是联合家族理财室?

单一家族理财室旨在管理一个家族的资产,由该家族的各个成员拥有全部权益,由于维持单一家族理财室的运营成本较高,因此需要较多的可投资资产。

联合家族理财室也独立管理每个客户家族的利益,但在办公空间、运营、监管和法律资源等运营开支方面进行整合。

目标和投资理念

确定设立家族理财室的核心目标。可以根据您的个人财富转移计划、税务规划、生活方式服务和投资战略来确定相关需求,以此决定家族理财室工具的结构,以及由家族理财室管理的资产类别。

移居与移民

如果您计划在新加坡设立家族理财室并重新安置您自己或家族成员,您将需要考虑最适合您家族需要的居民身份,并申请新加坡政府提供的相关计划。

可靠、独立的家族理财室顾问

根据对您家族独特需求的深入了解,我们独立、可靠的顾问能够为您提供公正建议、优质服务和有意义的人脉资源。此外,通过为其他家族提供服务,联合家族理财室顾问可以运用所获得的知识为客户家族找到最佳解决方案。

是否有兴趣了解家族理财室能为您做些什么?

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