Establishing
a Legacy

It's complex work - but you don't have to navigate it alone.

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20k+

clients served

about us

A frontier in wealth planning and structuring for families and corporates across generations

member of

about us

A frontier in wealth planning and structuring for families and corporates across generations

member of

Trust for

Families

We offer tailored solutions to preserve and grow family wealth across generations, including Educational Trust, Multi-Generational Trust, Single Family Office and Multi-Family Office.

Trust for

Corporates

We offer specialised solutions to support the long-term continuity and stability of your business, including Business Continuity Trust, Business Succession Trust, Employee Benefit Trust and a range of Custodial Services.

OUR
TRUSTS

Committed to providing trust services with the highest integrity

Family Trust
Intervivos Trust
Private Trust
Custodial Services
Insurance Trust

“With the right Trust, successive generations can be independent, self-sufficient and have the capacity to generate their own livelihoods”


YBhg. Tan Sri Datuk Seri Dr Nik Norzrul Thani bin N. Hassan Thani

Chairman

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Browse our resources

  • Custodial Services

    Writing a will, establishing a trust and holding the associated documents serves little purpose if those documents are damaged, tampered with or lost. Our Custodial Services ensure the safe and confidential storage of your important documents.

  • Insurance Trust

    Life insurance is often the primary asset relied upon to protect loved ones in the event of death or disability. Without proper management, however, beneficiaries can be left vulnerable. An Insurance Trust gives you control over how proceeds are distributed, according to your preferences.

  • Private Trust

    We provide a streamlined approach to developing your Private Trust, allowing for a customised distribution plan and settlor-centred asset protection. From business succession planning to the establishment of your own family office, we offer tailored solutions for your estate planning needs.

  • Intervivos Trust

    An Intervivos Trust is established during your lifetime, giving you the ability to manage and distribute your assets on your own terms while you are still here to oversee it. It offers structure and continuity for your loved ones – preserving not only your wealth, but the intentions behind how it is passed on.

  • Family Trust

    We understand the importance of safeguarding your family’s future and preserving your hard-earned assets. Our Family Trust services let you protect your legacy – ensuring it provides for generations to come and that your wishes are carried out exactly as you intended.