SERVICES
demo-attachment-44-Group_7543

OUR SERVICE

Services We Offer

APAC Family Office adopts a future-proof model that offers an alternative to traditional private wealth management model. We provide independent investment advisory, help oversee discretionary portfolio management, and partner closely with our clients on the issues of succession planning. Not being affiliated to any particular financial institutions, APAC Family Office is able to offer unbiased solutions in almost every aspect of the client wealth management needs.

We are also active in the areas of Private Investments, having access to a network of PE Funds, Co-Investments, Early Stage Equity Investment, Real Estate and Private Debt offerings.

APAC Family Office, being a Licensed Fund Management Company regulated by the Monetary Authority of Singapore, is also able to assist our clients with Family Office Advisory services, coordinating the entire process with external experts in the areas of Legal, Tax Advisory and Immigration.

OUR SERVICE

Investment and Wealth Management

APAC Family Office is well positioned to help integrate a wide array of Wealth Management services traditionally offered by private banks, investment managers and other financial platforms in both public and private markets, and together we can formulate holistically a growth strategy that works for you and your family.

Bespoke Investment Strategies

APAC Family Office can assist to establish strategic long-term asset allocation strategies specifically suited to meet your objectives and risk preferences. Being an independent advisor, we work with a network of “Best of the Breed” third-party managers, monitoring their performance and, whenever necessary, revaluate the strategy with you.

Wide Ranging Solutions

APAC Family Office offers the flexibility, resourcefulness, and most importantly our utmost commitment in providing all-inclusive solutions that helps to achieve your investment objectives.

Solutions for Wealthy Families

Owners of significant fortunes often face complex challenges in managing their wealth. APAC Family Office can help you and your trusted advisors to establish a thorough, integrated and institutional approach towards managing your family’s wealth.

Bespoke Investment Strategies

APAC Family Office can assist to establish strategic long-term asset allocation strategies specifically suited to meet your objectives and risk preferences. Being an independent advisor, we work with a network of “Best of the Breed” third-party managers, monitoring their performance and, whenever necessary, revaluate the strategy with you.

Wide Ranging Solutions

APAC Family Office offers the flexibility, resourcefulness, and most importantly our utmost commitment in providing all-inclusive solutions that helps to achieve your investment objectives.

Solutions for Wealthy Families

Owners of significant fortunes often face complex challenges in managing their wealth. APAC Family Office can help you and your trusted advisors to establish a thorough, integrated and institutional approach towards managing your family’s wealth.

Private Banking

APAC Family Office, unlike traditional Private Banks, sits outside of the large financial institutions’ ecosystem. This allows us to align our interests completely with that of our clients, and yet at the same time according to us the luxury of being able to tap into a pool of resources across multiple financial platforms, leading to high quality, strategic advice that would benefit our clients.

Additionally, for clients that are multi-banked, APAC Family Office can help coordinate and oversee these relationships on behalf of the client. Ultimately, APAC Office Family Office aims to be the one-stop shop to help manage our client’s total wealth portfolio.

Private Deals

Private deals have been gaining popularity with investors. Recent study has shown a staggering 80% of family offices invest in private equity, and almost all plan to increase or maintain their private equity investments in 2022. APAC Family Office is able to provide our investors with access to private investments, trade sale, real estate and private debt offerings.

OUR SERVICE

Family Governance

A successful legacy is contingent upon two key elements; how your wealth is structured and the constant involvement of your family members. APAC Family Office can share meaning insights on forging a family legacy that lasts for generations.

  • All families are unique; family governance can never be a “one size fit all” template.
  • Family governance should take into consideration the family enterprise and family needs, customized to ensure protection and enhancement of the family wealth, as well as addresses the perennial issues of succession planning.
  • A well-defined and equitable governance strategy will serve to improve communication between family members, thereby enhancing harmony amongst family members and helps mitigate family conflicts.
  • Key events such as the disposal of the family business or the introduction of new family members must be anticipated and planned for. A transfer to your children –and to their children – requires long-term strategic planning with periodic reviews to ensure a smooth transition.

Trust and Foundation

Establishing a trust or a foundation allows the client to specifically determine how, when and to whom the assets to be distributed. APAC Family Office works with fiduciary companies, acting as your trusted family advisor to provide guidance in establishing the right structure to ensure that your wishes will be achieved to the greatest extent possible, in utmost confidentiality.

Insurance Structure

Insurance is a time tested way of managing risks. This is key to achieving financial security, as well as protecting and systematically growing your wealth. With a well designed policy, you can ensure wealth longevity and pass your wealth on to successive generations.

Family Office Advisory

Families which are considering a VCC Fund structure for their SFO, curious about MAS Tax Incentives 13O/13U schemes, or simply exploring Singapore domiciliary options, APAC Family Office can serve as your main point of contact from the start to finish. We have established relationships with a panel of leading experts in their respective profession, helping clients to eliminate all the guess work and avoiding potential pitfalls.

APAC Family Office also launched its inaugural “APAC Quantum Strategies Fund”, a VCC Umbrella Fund, in October 2022. Clients can either choose to invest into any of our Mandates, or work with us on a mandate specifically tailor made for them.

Let’s Talk About Work
We would be glad to speak with you on our services or arrange for an in person discussion.
CONTACT US