Your Family's Legacy, Seamlessly Built in Singapore.
Navigate the complexities of multi-generational wealth with a bespoke Single Family Office solution. From strategic governance to global philanthropy, we are the architects of your family's future in Asia's premier financial hub.
In an increasingly complex world, managing and preserving your family's wealth requires more than just a financial strategy. It requires a holistic vision that safeguards your assets, aligns your values, and ensures a seamless transition for generations to come. In Singapore, a world-class jurisdiction for global capital, we empower you to establish a Single Family Office that is truly your own—a private vehicle designed for your unique legacy.
Our Services
Our service model is structured to provide a comprehensive, end-to-end solution that addresses every facet of your family's needs, from investment management to legacy planning.
Regulatory and Tax Advisory
- • Regulatory & Tax Advisory: Our experts provide nuanced guidance to navigate Singapore’s tax incentives, including the 13O and 13U schemes, to optimize your tax liabilities and ensure full compliance with global regulations.
Operational & Concierge Services
- • Corporate & Administrative Services: We offer a full suite of administrative services including corporate secretarial services, bookkeeping, payroll, and financial reporting.
Benefits
Operating from Singapore offers unique advantages that are amplified by our strategic guidance.
Tax Certainty & Efficiency
Zero capital gains tax, extensive double taxation treaties, and expert 13O/13U scheme applications
Absolute Privacy & Control
Private structure offering highest confidentiality, insulating your family's finances from public scrutiny
Political & Economic Stability
Operate from a consistently top-ranked jurisdiction with robust legal systems and global financial hub status
Future-Proof Your Legacy
Long-term wealth preservation through structured, well-governed approaches aligned with inter-generational goals
Why Choose Us
The choice of a partner to establish a Single Family Office is a decision of paramount importance. Our unique value proposition is founded on four key pillars.
Unparalleled Expertise
Our team possesses deep expertise across finance, law, and tax, with credentials including CFA and TEP certifications. This enables nuanced guidance on complex matters like 13O and 13U requirements.
The Family Charter Advantage
We lead with a values-driven, bespoke approach, beginning with Family Charter formulation to ensure every decision aligns with your core principles. Moving beyond transactions to legacy partnerships.
Holistic, Beyond-Financial Solutions
We address your family's deepest concerns, from succession and governance to philanthropy and lifestyle, providing comprehensive solutions that preserve wealth, family unity, and legacy.
The Singapore Advantage, Amplified
As an integral part of Singapore's financial ecosystem, we provide direct engagement with government bodies and privileged access to networks enhancing the country's global wealth hub competitiveness.
Your Team. Your Legacy.
A successful family office is built on a foundation of trust and unparalleled expertise. Our team comprises dedicated partners in building and preserving your family's legacy. Our in-house team includes Chartered Financial Analysts (CFA), Certified Public Accountants (CPA), and legal experts, each with a proven track record in their respective fields. We also provide access to a network of vetted professionals, ensuring that your SFO is built and managed by the best in the business.
Pankaj
Director
Shivani
Business Development Manager
Rohini Vinayagam
Senior Corporate Secretary
Mitula Sethi
Business Development Manager
Case Study
Navigating a Complex Cross-Generational Transition
A third-generation family with diverse, global assets faced fragmentation and a lack of an aligned vision. Their legacy was at risk due to inter-generational friction and disparate investment strategies. The firm stepped in to create a solution that not only consolidated their assets but also unified the family's purpose.
The Challenge
An Asian family with a successful manufacturing business had expanded into private equity and real estate globally. The senior generation was nearing retirement, and the younger generation had different priorities, including a strong desire for ESG and philanthropic investments. Assets were fragmented across jurisdictions, and the family governance was informal, leading to potential conflict and inefficiency.
The Solution
The firm first facilitated a series of workshops to draft a comprehensive Family Charter, aligning the family's values with its financial and philanthropic goals. The firm then structured a new SFO in Singapore to consolidate their assets under a single, efficient entity. The firm also assisted with the selection and hiring of key personnel, including a Chief Investment Officer (CIO) and a Compliance Manager, to oversee the new structure. Finally, the firm helped them establish a dedicated donor-advised fund to channel their philanthropic giving to local and regional causes.
The Outcome
The family successfully transitioned leadership to the third generation with a clear, unified vision. Their SFO now operates with full transparency and a clear governance structure, allowing them to pursue new investment opportunities in line with their values while safeguarding their core legacy for future generations.
Testimonials
"We had been struggling for years to consolidate our global assets and create a succession plan. The process seemed daunting. Our team didn't just manage the setup; they restored our peace of mind and brought our family's vision to life."
"Their expertise in navigating Singapore's tax incentives was invaluable. What would have been a long, complicated process was made seamless and efficient. They saved us significant time and resources."
"We had an aggressive timeline for setting up our family office, and their team was instrumental in meeting every deadline. Their professionalism and attention to detail were simply exceptional. I wholeheartedly recommend them."
FAQs
An SFO is a private entity established to manage the financial, investment, and lifestyle interests of a single ultra-high-net-worth family. It provides a high level of control and confidentiality, distinguishing it from multi-family offices which serve multiple families.
Singapore offers a unique combination of political stability, a robust and transparent legal framework, a favorable tax regime, and a strong ecosystem of professional talent and government support.
Generally, SFOs that manage only the assets of a single family are exempt from the requirement to hold a fund management license from the MAS, provided they meet specific criteria.
The primary benefits are tax exemptions on specified investment income under the Section 13O and 13U schemes. Singapore also has no capital gains tax and a broad network of double taxation treaties.
To qualify for the Section 13O Onshore Fund Tax Exemption Scheme, the minimum Assets Under Management (AUM) is S$20 million. The Enhanced-Tier Fund Tax Exemption Scheme (13U) requires a minimum of S$50 million.
Both schemes require a minimum number of investment professionals and a tiered local business spending requirement to qualify for the tax exemptions.
A typical structure involves a Private Limited Company (PLC) as the SFO entity and a separate fund vehicle to hold the assets. Trusts can also be leveraged for succession planning purposes.
A Family Charter is a foundational document that outlines the family's shared values, vision, and long-term objectives for the family office, ensuring alignment across generations and serving as a key governance tool.
Key roles for an SFO team include a Chief Investment Officer (CIO), Chief Financial Officer (CFO), Legal Counsel, and a Compliance Manager. The firm can assist in identifying and recruiting the right talent.
This refers to structures that combine public, private, and philanthropic capital for sustainable development, a growing trend supported by the Singapore government through initiatives that encourage local investments and ESG-aligned projects.
Yes, SFOs can be eligible for the Philanthropy Tax Incentive Scheme (PTIS), which offers tax deductions for overseas donations made through approved local intermediaries and is designed to support greater giving in the region.
Yes, Singapore offers several pathways, including the Global Investor Programme (GIP) which can grant Permanent Resident (PR) status to eligible global investors. The Overseas Networks & Expertise Pass (ONE Pass) is another option for top talent to live and work in Singapore.
Contact Us
Get in Touch
Ready to build your family's legacy? Contact us today.
Ready to Begin?
Schedule a confidential consultation to discuss your family's unique requirements and explore how we can help establish your Single Family Office in Singapore.
Singapore Office
Address
143 Cecil Street,
25-04B GB Building,
Singapore - 069542