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 )
A
VCC Structure Setup
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.
CONFIDENTIALITY STATEMENT
We understand the importance of privacy and responsiveness for ultra-high-net-worth families. WMOA is committed to treating all enquiries with strict confidentiality and providing prompt, professional service. We look forward to becoming your long-term trusted partner in planning and protecting your family’s wealth.