Following the global financial crisis in 2008, we found that clients’ expectations towards wealth management were changing. This was the genesis behind Golden Equator Wealth, a multi-family office based in Singapore rooted in a clear purpose to be on the client’s side.
Today, as a leader in private wealth management and succession planning, our multi-family office is enabled by a synergistic ecosystem of complementary businesses, established industry partners and trusted global advisors. This unique position allows us to leverage specialist partnerships and services to offer independent investment, legacy planning, and business advice to clients. At the heart of our approach is a promise to build enduring relationships founded on integrity, trust and continuity, and are committed to delivering deep-rooted value to each client’s family beyond wealth, for generations.
We bring specialist advice guided by profound experience, grounded in complete alignment and objectivity to serve the long-term interests of our clients above all else. Our commitment is our partnership; we develop long-lasting relationships built with the highest degree of discretion, and independence to deliver value and continuity.
A Personalised Approach
As a trusted independent family office advisor based in Singapore, our solutions are firmly rooted in a deep and practical understanding of each family and the wider circumstances that will shape their wealth strategy and succession planning. Each solution is customised to bring our clients closer to their personal wants and needs while optimising resources and effectiveness.
UNDERSTANDING CLIENTS’ FINANCIAL GOALS
The process begins with a deep understanding of the current financial situation, short- and long-term needs, lifestyle preferences, return objectives including liquidity requirements, risk tolerance, constraints or exclusions, and long-term goals.
With a holistic understanding of our client’s goals, our team of independent and expert professionals will focus on establishing a client mandate and investment portfolio that addresses these needs. Our fees are transparent and aligned with client interests, and we strive to bring value through our partnership.
We will execute the investment strategy within the agreed mandate. Ongoing risk management is essential, and our team will monitor portfolios daily. Under the discretionary model, clients can enjoy peace of mind and leave the daily administration in our hands while we ensure client interests are honoured.
Recognising that circumstances and goals change, and in order to minimise risk and maximise returns, we perform periodic reviews to assess the need to rebalance client portfolios and adjust strategic and tactical investment allocations where necessary. We also provide consolidated reports of clients’ complete portfolios, market updates, and access to exclusive investment deals.
Speak with us to learn more about our range of family office services.