SERVICES

Wealth Management

We help secure your wealth today so it can flourish for future generations.

Preserving your family's wealth while ensuring peace of mind for generations

We provide impartial guidance focused on protecting and sustaining your family's wealth. Our specialists deliver unbiased preservation strategies tailored to each client's unique circumstances and life stages. We offer specialised succession planning and wealth protection services designed for Malaysian business families and high-net-worth individuals.

Family Office

Our Family Office Services provide tailored solutions to preserve and grow family wealth across generations. From succession planning and estate management to philanthropy advisory, we ensure your family’s financial legacy is secure and aligned with your values.

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Private Client

Our Private Client Services offer personalised financial planning and wealth management for high-net-worth individuals. We provide independent, unbiased advice to help you achieve financial peace of mind and meet your unique goals.

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Latest News & Insights

Dividend Tax: A Taxing Issue for The Ultra-Rich?

Malaysia's new 2% dividend tax (2025) targets incomes over RM100k, reshaping wealth strategies for high earners while exempting EPF/foreign dividends.

Crafting Generational Legacies: Lessons from Malaysian Family Businesses

Learn how Malaysian family businesses break the "three-generation curse" via proper succession planning, governance & wealth preservation strategies.

Labuan Updates: Tax Exemption from 2023 to 2027