Partnering with you, your family office principals and stakeholders to achieve your tax objectives in today's global landscape to enable you to make business decisions with confidence
Tax advisory for family offices
Supporting ultra high net-worth families with bespoke family office tax solutions
Ultra high net-worth families around the world are increasingly leveraging the use of family office structures for more independent control of their wealth. The family principals' personal, investment and management footprints are often global, diverse and require bespoke design. Families desire for tax certainty requires relevant tax advice given the increasing focus towards compliance, tax enforcement and audits from authorities. With our connected global network of family office tax advisors and rich local experience, we act as trusted business advisors to family office teams and their principals in navigating today's dynamic tax landscape while balancing business and family bespoke needs.
Our expertise covers the full lifecycle, regardless which stage you are right now
Considering your family office's desired objectives and the associated Singapore and international tax implications, we can assist you through the following:
- Conceptualising your principal family's fund/ investment/ trust structure and fund management arrangement;
- Customised tax strategy through structuring and planning to align with your family's current and future goals and objectives;
- Entity structuring and optimisation.
With our deep experience advising leading family offices in Singapore and globally, we will be glad to support you in:
- Advise on the tax implications for the fund(s) and trusts (if any) at establishment, holding and exit stage;
- Review of legal documentation for the fund(s);
- Application for tax incentive for the fund(s);
- Advise on overall tax implications of the family / family office's wealth management arrangements;
- Support your conversation with stakeholders in relation to the tax implications for the fund structure.
After the family office and fund(s) are established, we can continue to support you throughout the family office's life-cycle on matters including the following:
- Tax structuring for the funds' acquisitions/ divestments;
- Tax due diligence services;
- Application for Certificate of Residence;
- Application for advance ruling;
- Adhoc tax advisory services.
Level up your family's business decisions through our carefully curated approach "The Owner's Agenda".
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