Who we are

Cover

Following the global financial crisis in 2009, 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 and succession planning, we are the only multi-family office enabled by a synergistic ecosystem of complementary businesses, established industry partners and trusted global advisors. This unique position to serve up investment, legacy planning and business advice to families and businesses while leveraging on specialist partnerships and services demonstrate our fierce independence in investment management and offerings. 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.

What We Offer

We simplify diverse complexities to ensure that your wealth is maximised, preserved and serviced in the most efficient way possible. Our commitment is to represent your interests in wealth and beyond by offering tailored solutions that build sustainable legacies.

Our Services

Maximising your wealth

Developing the right investment strategy is key to maintaining and growing your wealth. As your personal and family financial advisor, we develop investment portfolio strategies designed to maximise, simplify and manage your wealth.

We offer a range of investment advisory across asset classes and countries, and build a balanced portfolio so you can achieve your financial goals. We take an integrated approach to investing by leveraging on our internal investment team expertise, trusted external specialists, financial institutions and market data, to review and recommend tailored solutions to offer strategic, implementable and quality advice to you.

Preserving Your Wealth

Beyond ensuring your wealth remains in a strong financial position, it’s also vital to consider the continuity of your family legacy to secure multi-generational wealth preservation. Legacy planning is a delicate process that is unique to each family. Our structured legacy planning roadmap seeks to establish governance for your family and covers the foundational estate planning needs, developmental needs through cultivation programmes to groom your next successors, and set up future-proofing strategies to protect your family vision and tradition for generations to come.

Estate Planning
  • Will writing

  • Insurance

  • Tax planning

  • Private label funds

  • Trust services

Cultivation
  • Succession roadmap

  • Participation in family’s investment committee

  • Leadership Development Programme

  • Golden Equator NextGen Programme

  • In-depth mentorships

Future-proofing
  • Family constitution

  • Philanthropy

  • Bespoke family artefact

  • Family mediation

  • Formalising family assemblies

  • Setting up family council

  • Self-awareness assessments

BUSINESS AND LIFESTYLE NEEDS

We go beyond wealth planning to provide an all-encompassing suite of in-house services that see to every business and personal requirement you may have. Our specialised professional services includes legal advisory, business consultancy, accountancy and entity administration to aid in your personal and business needs. We also extend lifestyle services such as exclusive concierge services and lifestyle asset management for discerning sophisticates to bring you a refined level of personal assistance, comfort, convenience and accessibility.

Professional Services
  • Compliance & Risk Management

  • Legal Advisory

  • Entity Administration

  • Accountancy

  • Business Consultancy

Lifestyle Services
  • Concierge Services

  • Lifestyle Asset Management

Maximising your wealth

Developing the right investment strategy is key to maintaining and growing your wealth. As your personal and family financial advisor, we develop investment portfolio strategies designed to maximise, simplify and manage your wealth.

We offer a range of investment advisory across asset classes and countries, and build a balanced portfolio so you can achieve your financial goals. We take an integrated approach to investing by leveraging on our internal investment team expertise, trusted external specialists, financial institutions and market data, to review and recommend tailored solutions to offer strategic, implementable and quality advice to you.

Preserving Your Wealth

Beyond ensuring your wealth remains in a strong financial position, it’s also vital to consider the continuity of your family legacy to secure multi-generational wealth preservation. Legacy planning is a delicate process that is unique to each family. Our structured legacy planning roadmap seeks to establish governance for your family and covers the foundational estate planning needs, developmental needs through cultivation programmes to groom your next successors, and set up future-proofing strategies to protect your family vision and tradition for generations to come.

Estate Planning
  • Will writing

  • Insurance

  • Tax planning

  • Private label funds

  • Trust services

Cultivation
  • Succession roadmap

  • Participation in family’s investment committee

  • Leadership Development Programme

  • Golden Equator NextGen Programme

  • In-depth mentorships

Future-proofing
  • Family constitution

  • Philanthropy

  • Bespoke family artefact

  • Family mediation

  • Formalising family assemblies

  • Setting up family council

  • Self-awareness assessments

BUSINESS AND LIFESTYLE NEEDS

We go beyond wealth planning to provide an all-encompassing suite of in-house services that see to every business and personal requirement you may have. Our specialised professional services includes legal advisory, business consultancy, accountancy and entity administration to aid in your personal and business needs. We also extend lifestyle services such as exclusive concierge services and lifestyle asset management for discerning sophisticates to bring you a refined level of personal assistance, comfort, convenience and accessibility.

Professional Services
  • Compliance & Risk Management

  • Legal Advisory

  • Entity Administration

  • Accountancy

  • Business Consultancy

Lifestyle Services
  • Concierge Services

  • Lifestyle Asset Management

Our Personalised Approach

As your trusted independent wealth advisor, our solutions are firmly rooted in a deep and practical understanding of your family and the wider circumstances that will shape your wealth strategy. Each solution is customised to bring you closer to your personal wants and needs, while optimising resources and effectiveness.

Our discretionary model offers time-strapped clients the benefit of capturing timely opportunities defined within a clear investment mandate. With both our advisory or discretionary models, you remain the sole owner of your assets placed with your chosen financial institution, while retaining flexibility in the level of engagement for day-to-day portfolio management and operations under our expertise. We are committed to only acting in your best interests, and can support you in liquidity management, core fixed income and credit strategies, and alternative investments across various asset classes.

Understanding your financial goals

Understanding your current financial situation, lifestyle preferences, return objectives, risk tolerance and long-term vision.

Aligning Investment Strategy

We will focus on establishing a client mandate and investment portfolio that addresses your financial goals for a holistic understanding of your needs. Our fees are transparent, and we ensure that as our client, you will witness the value we bring through our partnership.

Execution of Investment Strategy

We will execute your investment strategy within the agreed mandate. Under the discretionary model, you can enjoy peace of mind and leave the daily administration in our care while we ensure your interests are always honoured.

Review and Rebalancing of Portfolio

In order to minimise risk and maximise returns, we perform periodic reviews to assess the need to rebalance your portfolio, and adjust tactical investment allocations where necessary. We also offer consolidated reports of your portfolio, monthly market updates, and access to exclusive investment deals.