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Our services

WEALTH MANAGEMENT

Offshore Trust

We assist in the creation of offshore trusts for clients.

Trusts comprise a written arrangement with a competent Trustee to hold one’s assets and to manage them in accordance to the Trust Deed so as to provide for the intended beneficiaries. They help safeguard the assets and to maximize benefits of the wealth to family members and other intended parties.

The offshore trusts have the advantage of being located in tax havens and are versatile in dealing with international investments.

Onshore Trust

We assist in the creation of onshore trusts for clients.

Trusts comprise a written arrangement with a competent Trustee to hold one’s assets and to manage them in accordance to the Trust Deed so as to provide for the intended beneficiaries. They help safeguard the assets and to maximize benefits of the wealth to family members and other intended parties.

Business Succession Plan

We help business persons to organize their business succession plan and to put in the necessary mechanism for it to work. 

Business succession plan allows orderly transfer of a business or part of shares of the business to pre decided parties agreed upon demise of a business partner. The plan ensures that there is sufficient funds to support the transaction and is normally financed through an insurance policy taken by the shareholders.

Family Office

We help set up a family office to support high net worth clients in safeguarding their family wealth.

A family office is a private company formed for the purpose of preserving and managing a family’s own wealth for both current and future generations. It involves a comprehensive range of services including investments and trusts management, property management, accounting, tax services, legal affairs and succession planning.

offshore investment

Investing oversea: What you need to know

Weakening ringgit dampen our local investment . What used to be robust return such as ASB(8%) EPF(6.5%) now seem menial if takeinto account 10% drop in RM ringgit as at May 2018

Diversification across markets, asset classes and currencies is basic tenets of investment. Time to diversify assets by means of foreign investment. Unlike Malaysia, foreign investment market such as US, Shanghai, Hong Kong and Singapore, are far more advanced and matures.

Invest with extra cash reserve. The rule of thumb is to allocate not more than 30% into foreign investment.

Conduct your research thoroughly before investing in foreign investment. Work with a licensed wealth planner to construct a personalized offshore investment portfolio.

Investment Fund

We offer you an independent insight into the finest offshore mutual funds. 

We have access to full range of financial products managed by the leading offshore asset management and insurance companies in the best regulated offshore centres. 

More than 4,000 mutual funds are accessible to you across a range of asset classes, geographical areas, currencies and investment objectives and managed by the world’s leading fund providers including Blackrock, JP Morgan, Allianz Dresdner, Nomura, Montreux Capital Management and many others. 

You can access to hundreds of stocks, bonds via Life Insurance Wrapper contract provided by Hansard International Limited, Investors Trust Assurance (ITA) SPC, Archipelago Group of Companies, and Premier Assurance (PA) Group. 

The benefits of offshore investment are Tax Efficiency, Private and Confidentiality, Policy Protection, Stability and Greater Return on Investment.

Global Securities

We offer investment opportunities in late-stage private techno companies.

Accredited investors can get access to Pre-IPO companies, IPO and proven startup via institutional trench.

To find out more on how we can help on your wealth management, please contact Vivien by WhatsApp at
+6012-3994022 for immediate response.