Our Services
What We Do
Every single one of Evoque Advisory’s family office services is designed to protect your family wealth. To set up your family for long-term financial success, we provide family office services related to investment strategies and management, financial planning, and wealth preservation.
Our Approach
Strategic Wealth Management for Lasting Success
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?
Wealth Management Yielding Proven Results
Holistic Wealth Planning
An integrated approach that aligns all aspects of your financial life.
Personalized Investment Strategies
Designed to suit your personal investment strategies and risk tolerance.
Legacy and Succession Planning
For family wealth that easily transfers from a generation to the next.
Confidentiality and Security
Be assured that your family’s vital information will remain 100% secure with us.
