Wealth Management Services

 

Regardless whether your wealth comes from employment income, building a successful business, successful investments or family inheritance, robust wealth planning, asset protection and preservation is essential for protecting your wealth. Most of us throughout our entire life concentrate on acquiring assets and accumulating wealth for our enjoyment later in life and how it can be passed to the next generation. However, without giving enough thought and plan to safeguard the acquired wealth and asset will expose you to many threats. The threat to your assets may come from taxation, litigation, creditors, failure of a business, or some other problem. Whichever the case, our experience and technical expertise in this area will help you to formulate bullet proof protection and mitigate your exposure to any incoming threat and allow you to look to the future confidently. In order to preserve your wealth, we offer comprehensive wealth management, asset protection and preservation services and strategies. We help our private clients manage, and protect their assets for future generations by developing a tailor made asset protection vehicle and structure using the available tools in Labuan. We analyse the risks and develop opportunities that take the client's individual situation and specific needs into account when managing client‘s assets. With commitment, insights, and expertise, we will also help our client to find a balance of protection and flexibility. Protecting the client’s wealth needs to be done in a way that doesn’t cause its own problems such as barring the client from access to the capital for fixed periods when they may need access to it. In addition the client also can enjoy Labuan IBFC taxation benefits by using Labuan entity as their main wealth management vehicle and tools.

Establishment of Labuan Foundation Services 

 

  • Consultation and advisory services prior to Labuan Foundation establishment

  • Tailor made proposal before implementation

  • Establishment of Labuan Private Foundation (Conventional or Islamic)

  • Establishment of Labuan Charitable Foundation (Conventional or Islamic)

  • Provision of Secretary and Registered Office

  • Provision of Officer

  • Provision of Council

  • Provision of Supervisory Person

  • Endowment of asset 

  • Opening of bank account

  • Drafting tailor made Charter and Article of the Foundation

  • Legal conveyance and endowment of assets

  • Accounting, tax and custodian services

  • Family office setup  

Establishment of Labuan Trust Services

 

  • Consultation and advisory services prior to Labuan Foundation establishment

  • Tailor made proposal before implementation

  • Establishment of Labuan Private Discretionary Trust (Conventional or Islamic)

  • Establishment of Labuan Purpose Trust (Conventional or Islamic)

  • Establishment of Labuan Spendthrift Trusts (Conventional or Islamic)

  • Establishment of Labuan Special Trusts

  • Establishment of Labuan Charitable Trust (Conventional or Islamic)

  • Provision of Trustees Services and Registered Office

  • Provision Enforcer

  • Provision Protector

  • Provision Trust Advisor

  • Opening of bank account 

  • Drafting tailor made trust instrument (deed)

  • Legal conveyance and endowment of assets

  • Accounting, tax and custodian services  

  • Family office setup

Establishment of Labuan Private Trust Companies Services

 

  • Consultation and advisory services prior to establishment

  • Tailor made proposal before implementation

  • License application for Private Trust Companies (Conventional or Islamic)

  • Provision of Agent and Registered Office

  • Preparation of agent's engagement agreement

  • Drafting tailor made trust instrument 

  • Legal conveyance

  • Opening of bank account

  • Accounting, tax and custodian services  

  • Family office setup