WHO WE SERVE
WMOA exclusively serves ultra-high-net-worth families with investable assets exceeding USD 20 million.
Our services are tailored to match the scale and complexity of family wealth and become increasingly effective as portfolio size and structuring needs grow.
Our core advantage lies not only in investment capability but in the efficient orchestration of multi-layered family wealth.
Our in-house teams directly manage critical dimensions such as tax, residency, regulatory compliance, and asset protection—helping clients mitigate costs and reduce exposure to risk.
We operate on a transparent, flat-fee model, enabling clients to clearly understand service costs while ensuring disciplined wealth growth and capital preservation.
GLOBAL FAMILY OFFICE SOLUTIONS
01
Cross-border investment management with
consolidated family reporting
02
Personal office & concierge coordination services
03
Personal office & concierge coordination services
04
Global capital structure design and fund setup
05
Offshore holding structures (e.g., Cayman Islands, Jersey, BVI)
06
Mainland China outbound investment support (ODI, QDLP, QFLP structuring & filing)
07
International tax planning and global tax risk review
08
Residency and citizenship planning (Australia, New Zealand, Singapore)
09
Unified fee model with built-in risk control strategies
10
Singapore / Australia family foundation setup
11
Philanthropy, academic, or religious fund advisory, setup and administration
12
Intergenerational charitable giving strategies
13
Customised insurance design for family
protection
SINGAPORE FINANCIAL MANAGEMENT SERVICES
( CMS AND TRUST LICENCED ACTIVITIES )
B
Fund Investment Management
C
External Asset Management
This service is provided by the Singapore-licensed entity in full compliance with Singapore law.
D
Singapore Trust Formation and Management
This service is provided exclusively by the Singapore-licensed entity WMOA Trust Pte Ltd in full compliance with Singapore law.
AUSTRALIAN FINANCIAL MANAGEMENT SERVICES
Fund establishment and issuing product
1. Fund Management and Asset Management
2. Unit trust structuring and unit issuance
3. Trustee Service and Custody
All of the above services are provided exclusively by the Australian licensed entity WMOA Fund Management Pty Ltd (AFSL No. 513693) in accordance with Australian law.