Family Office and UHNW Advisory
Singapore family office advisory for governance, investment oversight, succession, philanthropy, tax coordination and appropriate structures.
Build an operating system for family wealth
Singapore family office advisory: A family office is more than an investment entity or a tax incentive. Its design should reflect the family’s objectives, decision rights, risk tolerance, succession plan, privacy needs, philanthropy and the capabilities required to run the office well.
Advisory scope
13O and 13U are not the GIP
Singapore fund tax incentive provisions and the Global Investor Programme have different purposes, eligibility criteria and authorities. A family may consider both in a broader plan, but qualifying for one does not automatically satisfy the other.
A coordinated team
Family office work regularly crosses legal, tax, investment-management, immigration and regulated-services boundaries. Our role is to organise the fact pattern, options and implementation workstreams. Where trusts, wills, succession, governance documents, transactions or formal legal opinions are required, we coordinate with Singapore law firms whose lawyers have the relevant private-client, tax, funds or corporate speciality, together with licensed fund managers, trustees and other professionals.
Family Office and UHNW Advisory guides and articles
Explore related practical guidance from Raffles Consulting Services.
- Section 13OA family office: limited partnership controls
- 13O and 13U capital deployment: keep annual evidence
- CRS registration for a family investment entity by 31 March
- Family office CRS return rejection: choose the right correction
- Family office source of funds transaction trail
- Family office adviser evidence request register
- Family office source of wealth discrepancy escalation
- Family office high-risk country evidence review
- SFO ownership and structure change notification to MAS
- Family-office source-of-wealth evidence change control
- Family office annual incapacity drill and remediation register
- Family office court deputyship contingency when no usable LPA exists
- Founder incapacity records and investment-data access test
- Family council quorum and replacement-chair continuity review
- Family-office emergency bank-mandate and signatory continuity test
- LPA, trust protector and company board authority compared
- Family office founder-incapacity continuity drill
- Family office concentrated founder-asset risk review
- Family office investment committee minutes for direct investments
- Family office external adviser scope for private deals
- Family office direct-investment valuation update protocol
- Private-company board information rights for family capital
- Family office co-investment conflicts, declarations and recusals
- Family office private-investment due diligence and monitoring
- SFO first-year board reporting pack
- SFO physical investment precious metals policy review
- Family office passkeys and privileged account controls
- Family office agentic AI approval and data controls
- Family office ransomware recovery and backup test
- SFO first-year investment professional hiring from August 2026
- Family office payment verification against email compromise
- 13O and 13U local business spending: build the evidence file
- Family office withdrawal of consent under the PDPA
- Family office data protection officer in Singapore
- Family office overseas data transfers under Singapore PDPA
- Family office data intermediary contracts under the PDPA
- Family office access request under the PDPA
- Family office data breach response in Singapore
- Family office data retention: keep only what has a purpose
- Singapore SFO key employee limits for ownership and assets
- Singapore SFO continuation notice declaration and signatures
- Singapore SFO family-asset map: prove whose money is managed
- Singapore SFO commencement date: records to support it
- SFO key person change: what to notify and recheck
- SFO continuation notice: what existing Singapore offices must do
- Family office outsourcing oversight: keep control of sensitive work
- Family council conflicts of interest in a Singapore family office
- Family office employment records: prove entity and duties
- Singapore SFO annual return: what data to prepare in 2026
- Singapore SFO exemption: which entities need bank accounts in 2026?
- Singapore family office exemption: who counts as one family in 2026?
- Singapore’s new single family office licensing exemption: what changed in 2026
- What should a Singapore family office report to the family?
- Who counts as an investment professional in a Singapore family office?
- How Singapore family offices can manage charitable giving
- Singapore family office succession planning for a globally mobile family
- What to include in a Singapore family office investment policy
- How to run a Singapore family office