Wealth Planning & Structuring
Strategies to protect, grow and transfer wealth across generations.
FAMILY OFFICE
Building Lasting Legacies Through Strategic Wealth Design
Effective wealth management starts with a clear plan and structured approach. We assist in designing tailored wealth strategies that secure and grow family assets while aligning with your unique goals and values.
Our services include:
- Wealth Structuring: Optimising the allocation and management of assets to protect wealth for future generations.
- Succession Planning: Creating a seamless transition strategy for passing on wealth and leadership roles within the family.
- Estate Planning: Developing robust plans to safeguard assets and ensure they are distributed according to your wishes.
- Pre-Nuptial Agreements: Drafting agreements to protect family wealth and ensure fair and clear financial arrangements in the event of marriage dissolution.
- Last Wills: Preparing comprehensive wills to ensure your estate is managed and distributed as per your directives, minimising any legal complications.
Industry knowledge, pragmatic advice, tailored service
- We care about your business. Close working relationships are at the heart of our service delivery which sees our clients stay with us year after year, trusting us for our specialist advice and open dialogue.
- We understand your needs. Our expertise, market knowledge and access to professionals across our network means we are well placed to offer insight and pragmatic advice to your business at each stage of its lifecycle.
- We help you to make smart decisions that have lasting value. Working with you, we will help you to successfully adapt and overcome challenges in your sector, both today and in the future.
Ready to take the next step?
Reach out and let’s start the conversation.
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Complexity is our specialty. Work with teams that understand all facets of your accounting needs – from complex reporting requirements to strategic transactions to finance transformation.
Tax compliance
Minimise the disruption of tax compliance. Our specialists can identify tax opportunities, while improving overall efficiency and delivering accurate tax returns.
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Sustainability is our focus. Partner with experts offering tailored ESG solutions, from strategy to compliance and reporting to helping your business meet its goals and drive value.
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Our Service Leaders
We help you to make smart decisions that have lasting value. Working with you, we will help you to successfully adapt and overcome challenges you may face.
Yew Hoe Poon
Senior PartnerKuala Lumpur
Kenneth Poon
Director, Wealth ManagementKuala Lumpur