Our investment offerings
Multi-asset class investment opportunities
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Exclusive Investment Opportunities
We offer a diverse suite of exclusive investment opportunities tailored to accredited and institutional investors. Our investment strategies are designed to deliver strong, stable, and consistent returns diversified across various asset classes, including real estate, private credit, structured products, private equity, hedge funds, impact investments, and emerging markets.
Our Service Offerings
Comprehensive wealth management services
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Tax Planning
Our advisors navigate Singapore’s tax framework to optimise tax efficiency and protect clients’ wealth. We work with external legal and tax advisors to design and implement solutions for our clients.
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Philanthropic Planning
We assist clients in identifying and making impactful charitable commitments, aligning with their philanthropic goals. This is in line with the changes in tax incentives from July 2023 by the Monetary Authority of Singapore, intended to encourage wealth to be channelled into the community for social good.
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Education of Your Next Generation
We offer our clients access to training and education through internships, especially for the next generation who are transitioning into managing family wealth. This includes sourcing, identifying, and evaluating investment ideas to allocate assets intelligently according to investment objectives.
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Bespoke Investment Strategies
We design bespoke investment strategies customised for individual risk profiles and financial objectives, leveraging global opportunities across multiple asset classes. Our key difference is access to investment opportunities in both public and private markets beyond those traditionally offered by private banks. Our services also include risk management of client portfolios, compliance, and performance monitoring.
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Estate Planning
We help clients structure their estates and create succession plans to ensure seamless wealth transfer and preservation. We work with independent trust companies and their trust specialists to develop and monitor trust structures and letters of wishes to remain relevant to each client.
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Family Governance
We facilitate family meetings and implement governance structures to foster effective communication and continuity across generations. We also bring in our clients’ next generation as interns and junior executives to learn the business of investment and wealth administration.
Family office services
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Wealth Administration
We provide wealth administration services, capturing all required data of a family office with leading-edge technology and security controls. Our platform offers a consolidated view of the family office position, ensuring secure and efficient management.
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Family Office User Manuals
We create customised family constitutions, capturing critical data and providing a clear understanding of processes, procedures, and governance guidelines for each family office, all underpinned by a private and secure platform.
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Estate/Succession Planning
Our estate planning experts design estate plans specific to the needs of the family office, ensuring secure data capture and management through our integrated concierge service, enhancing information security and privacy.
Personal Security and Lifestyle Management Services
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Opulent and Secure Residences
We cater to the unique needs of the ultra-high-net-worth community seeking specialised homes that blend opulence with uncompromising security. Partnering with world-class experts, we manage every aspect of your bespoke residence, from site acquisition to design, approvals, construction, and final completion. These spaces blend the highest levels of protection with unrivalled luxury and sophistication, providing our clients with security during long periods of crisis.
Specialising in APAC properties, we provide access to some of the world’s most stable and desirable property markets. Experience unparalleled luxury, security, and investment potential amidst stunning natural beauty.
We’re committed to security
We prioritise the security and confidentiality of our clients and their information. Our advanced security protocols and cutting-edge technology ensure that our clients’ interests, privacy, and data are safeguarded against unauthorised access, breaches, and other threats. We continuously update our systems to meet the highest standards of protection, giving our clients peace of mind that their information remains secure.