Services

We assist clients in setting up Single Family Offices (SFOs), Multi Family Offices (MFOs), and Variable Capital Companies (VCCs).

In collaboration with a Big 4 firm, we support AML/KYC compliance, FATCA/CRS reporting, MAS tax incentives, and obtaining regulatory approval for transferring funds from other countries to Singapore.

Our expert legal advisors focus on succession planning, trust services, and MAS compliance. Our investment advisors help clients select investments in various asset classes, including stocks, mutual funds, real estate funds, and venture capital funds, according to their risk preferences.

We also offer philanthropy advice, assisting with donations to both Singapore-registered and international foundations that support causes such as animal welfare, children and youth, cultural and educational initiatives, disabilities, disaster relief, elderly care, and environmental protection.

Single Family Office (SFO)

  1. Coordinate and communicate with stakeholders including bankers, trustees, lawyers, fund managers, and representatives from offices and family offices.
  2. Guide the establishment of fund management entities in Singapore and oversee the management of related funds.
  3. Advise on structuring family offices and managing assets according to risk profiles and lifestyle needs, including ESG projects and impact investing.
  4. Assist with company formation and corporate secretarial services to ensure regulatory compliance.
  5. Handle Ministry of Manpower (MOM) applications for employment and dependent passes.
  6. Manage FATCA and CRS registration in collaboration with bankers and lawyers.
  7. Support recruitment for family office professionals.
  8. Help with MAS applications for tax incentives (Singapore Resident Fund Scheme of Section 13O / Enhanced-Tier Fund Tax Incentive of Section 13U) for family offices.
  9. Provide philanthropy advisory services for both Singaporean and international foundations.
  10. Advise on Singapore GST implications for funds and fund managers.
  11. Assist with travel and accommodation arrangements in Singapore, including finding residential and office spaces.
  12. Offer concierge services and advice on schooling, universities, and lifestyle activities.
  13. Advise on Singapore Permanent Residency (PR) and Citizenship applications.

Multi Family Office (MFO)

A multi-family office (MFO) is an independent firm that helps multiple families manage their wealth. MFOs offer services such as tax and estate planning, risk management, financial advice, trusteeship, lifestyle management, and coordination with other professionals. They may also provide personal services like managing household staff and travel arrangements. 

An MFO is a commercial entity designed to address the investment, estate planning, and, in some cases, lifestyle and tax needs of wealthy families.

Variable Capital Company (VCC)

A Variable Capital Company (VCC) can operate as a standalone fund or as an umbrella structure with multiple sub-funds and share classes. In an umbrella VCC, each sub-fund’s assets and liabilities are kept separate, meaning assets from one sub-fund cannot be used to cover the liabilities of another.

Any provisions in the VCC’s constitution or agreements that interfere with this separation are invalid. All sub-funds within an umbrella VCC must be managed by the same fund manager. Winding up one sub-fund does not automatically wind up the entire umbrella fund.

Sub-funds can invest in other sub-funds within the same VCC. Each sub-fund is treated as a separate legal entity and can be subject to court orders. The VCC can sue or be sued concerning specific sub-funds and apply set-off rights according to the Singapore Companies Act.

Global Investor Programme (GIP)

The Global Investor Programme (GIP) offers Singapore Permanent Resident (PR) status to eligible global investors who intend to expand their businesses and investments in Singapore. To qualify, you need a strong business background and a proven track record as an entrepreneur. The process typically takes around 12 months. Please contact us for more information.

Call Us
OR

Book an appointment