Exclusive & Tailored Financial Solutions
Family Wealth Management & Financial Advisory Services
Building and Protecting Multi-Generational Wealth
By formulating personalized financial and investment strategies customized to suit your financial goals, our team facilitates ideal wealth preservation and growth. Through the use of our holistic wealth advisory methods such as asset diversification, risk management, and portfolio optimization among others, you can be sure that not only you, but the generations after you as well will reap the lavish rewards our financial planning strategies provide.
Comprehensive Strategic Planning
Holistic Family Office Services
According to Evoque Advisory, we define the term ‘family office’ as a function to facilitate the passing down of tangible family assets – and even more importantly, intangible family assets – through the generations. This ensures that the family will not only be known for its standing in the business sphere, but even more so for being upstanding members of their community.
Family Wealth Preservation – Structural Tax Planning
Through customized financial planning and investment strategies, assessment of risk profiles, implementation of specific proactive measures, and guidance from our knowledgeable experts, our comprehensive services greatly aid in the process of family wealth preservation. Our services also encompass asset diversification, estate planning, and wealth transfer strategies ensuring a stable financial family legacy.
Family Wealth Preservation – Vehicle Planning and Management
Family wealth preservation vehicle services shield the family wealth from risk, reduce tax liabilities, keep family wealth secure across generations, and simplify the process of succession planning. These services may make use of a private trust company, family foundation, or any other customized structure for those purposes.
Family Leadership and Governance Planning
With the assistance of an experienced facilitator and a team of trained Family Council Communication Specialists, we adeptly deal with the complex dynamics and issues that high-net-worth families in Malaysia or anywhere else often face with regard to communication and wealth management by using the three-circle model to gain a greater understanding of the intersection of ownership, family, and business interests as pertains to the specific family business in question.
Family Business Succession Planning
The importance of proper family business succession planning can’t be overstated. To ensure that your family business will optimally transition to the next generation, we provide comprehensive support for the drafting and implementation of a strategic succession plan involving the review of the current business status, leadership principles and structure, job scope of current and future family business leaders, and the selection of leaders according to their capability as well as the current business state. This will keep your family business in safe hands.
Family Office Investment Committee Management
With the assistance of top-of-the-line technology and meticulously-planned processes, our family office investment committee management services - including personalized portfolio design, risk profiling, current investment evaluation, investment policy statement creation, outsourced CIO services, and the drafting of a family investment policy - empower family businesses to assume greater control over their investment strategies and decisions. We will see to it that we select the most appropriate committee members at our disposal for each specific service.
Family Enterprise Strategic Planning
Our bespoke strategic plans stem from the family’s fundamental values and long-term financial planning goals. These plans are strengthened by our experience with and knowledge of mergers and acquisitions, stock exchange listing, and the raising of capital in tandem with our extensive network. We identify viable partners, conduct due diligence, and negotiate favorable terms to carry out our financial planning strategies to the best of our ability. Through our strategic plans, family businesses will become more capable of managing market challenges, maintain the family’s status as successful entrepreneurs, and provide a platform to bring about the success of the next generation.
Family Charity and Philanthropy
Any family or family business seeking to donate to any of their desired causes may choose to make use of our services supplying support for family welfare projects. We provide assistance towards the development of philanthropic goals, the devising of highly effective donation schemes, and the oversight of ongoing welfare initiatives.
Why Choose Evoque Advisory?
Trusted Family Office Expertise
Our deep understanding of family prestige and rich financial expertise combine to form financial advisory strategies to maximize your family’s present and future wealth.
About UsPersonalized Approach
One-of-one solutions customized to suit your own financial situation.
Fully Confidential
Outstanding privacy and security levels for peace of mind.
Generational Planning
Strategies designed for long-term wealth preservation.
Go Global
International investment strategies for family wealth preservation by way of diversification.
