PORTFOLIO STRATEGY
50% FIXED INCOME
Targeting stable annual yields of 8–10% through senior secured debt instruments.
35% BALANCED EQUITY
Aimed at moderate income (4–6%) with potential for long-term capital appreciation.
15% VENTURE CAPITAL
Allocated to high-growth sectors with no fixed income but potential for outsized returns.
Return Scenarios (Based on USD 1 Million Principal Over 5 Years)
OPTIMISTIC SCENARIO
27.35%
Targeted average annual return of 27.35%
BASE CASE SCENARIO
13.5%
Targeted average annual return of 13.5%
CONSERVATIVE SCENARIO
4.15%
Targeted average annual return of 4.15%
These projections are indicative only and subject to market, regulatory, and investment-specific risks.
INVESTMENT PHILOSOPHY & METHODOLOGY
Pre-Investment
We design efficient investment structures with a comprehensive view of jurisdictional preferences, tax planning, wealth transfer, and privacy. Each strategy is paired with a tailored business model to suit the family's objectives. Leveraging our global financial infrastructure, we implement solutions with speed and cost-efficiency. We also assist families in defining portfolio objectives and asset allocation strategies to ensure readiness before capital deployment.
During Investment
We take an active role in portfolio oversight, providing families with customised investment reporting. Our team maintains close communication with clients on market movements, policy changes, and macroeconomic developments. Portfolios are adjusted in real time to capture emerging opportunities while managing downside risks. We also support clients in addressing unexpected events throughout the investment lifecycle to ensure long-term capital preservation and growth.
Exit Stage
We work with clients to develop detailed exit plans and tax optimisation strategies. Comprehensive risk assessments are conducted to secure investment outcomes. Where applicable, we identify interim or transition-stage investments to bridge capital redeployment, ensuring seamless wealth continuity across generations.
2025 Key Milestones
2025 was a milestone year for WMOA, marked by a series of landmark achievements for our global family clients. Highlights include:
Assisted a client in establishing a Singapore family office and, within one year, successfully structuring and launching an Australian loan investment platform. The first-phase deployment exceeded USD 500 million, with participation from global institutions including J.P. Morgan, Goldman Sachs, Nomura Securities, and Schroders.
Supported a Singapore family office client in establishing a commercial real estate investment platform. Through a strategic equity acquisition model, the client successfully transitioned from a large exposure to U.S. Treasuries to a globally diversified real asset portfolio.
Facilitated the outbound investment of a China-based enterprise by completing ODI approval and establishing an offshore equity structure in Singapore. WMOA also provided full financial infrastructure support for the client’s newly launched leasing business in Australia.
Advised a client in executing a strategic investment through their family office in a global digital payments enterprise. The project secured over USD 10 billion in transaction channel orders. WMOA also assisted with the acquisition of an Australian banking licence and supported applications for a Singapore MPI licence, Hong Kong SVF, and UK banking licence. The client completed a funding round of over USD 100 million to support global expansion.
Assisted a client’s family office in establishing a charitable foundation with Australian tax-deductible status. The foundation also launched religious infrastructure initiatives—including Taoist and Buddhist temple projects—allowing eligible donations to be deducted against Australian taxable income.
Structured an offshore family asset framework centred in Singapore for a foreign national residing in China, enabling compliant cross-border equity transfers of China-based holdings.
Supported family office clients holding digital assets in establishing a USD 150 million Jersey-based digital asset foundation, providing a secure and compliant structure for long-term digital asset ownership and succession planning.