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Our Private Client Services practice focuses on providing bespoke wealth management and succession planning services to high-net-worth individuals and their family offices.
For established multi-generational families and entrepreneurs, we provide services dedicated to safeguarding their wealth and protecting their legacy for future generations. We offer bespoke advice and solutions that integrate tax, legal, financial and family governance considerations into a unified and sustainable strategy, ensuring their wealth is not only preserved through generations but also purposefully directed towards their goals.
Our approach
As trusted advisors to business owners, RSM Private Client professionals across the RSM international network have deep experiences in serving high-net-worth individuals and wealthy families.
We strive to first understand each client’s personal, family and business needs, and identify the issues and challenges faced before offering our bespoke advice and solutions.
Our services
Explore our suite of services below.
Wealth Structuring and Asset Protection
- Implement a succession plan to ensure your wealth is passed to future generations according to your wishes, while minimising potential conflicts among family members.
- Advise on an optimal asset-holding structure (e.g. a trust, foundation, private investment company or family office) tailored to your jurisdictional footprint, family situation and business interests.
- Identify a suitable structure which will safeguard your assets against litigation, creditor exposure and political or market instability while maintaining control and transparency.
- Provide advice on charitable giving and philanthropy.
Business Succession and Exit Strategies
- Assist in navigating the complexities of business succession or sale as business owners approach retirement, to ensure their business legacy is preserved and management and/or ownership transitions smoothly to the next generation.
- Support your succession plan and leadership transition, including advising the next generation on ownership and leadership needs in preparation of their succession.
- Assist with your longer-term plans such as initial public offering, mergers and acquisitions and business disposals. For business disposals, we assist with a pre-sale health check to identify risks, issues and gaps, and implement measures to improve the value of the business before going to market.
Family Office Structuring and Governance
- Assist in the establishment of a family office, with favourable tax regime, to institutionalise the management of your family wealth.
- Develop an optimal tax structure for wealth transfer including advice on cross-border issues such as regulatory compliance, mitigation of risks and optimising global tax exposure for the family office and its beneficial owners.
- Help build a family governance framework and have a well-structured family charter to foster mutual understanding of the rights and responsibilities of all individuals with an interest in the family wealth.
- Function as your trusted advisor to help bridge family conflicts if they arise.
Family Office setup in Singapore
Learn more about Family Office setup in Singapore |
Our Specialists
