A family office is a specialized private investment and wealth management entity.
The family office integrates senior investment advisors, registered accountants, lawyers and other professionals to provide comprehensive wealth management services for high net worth family clients. Its business covers family trusts, tax planning, asset management, private legal services, butler services, and is a high-end form of wealth management industry.
Customers manage their assets in the Asia Pacific financial center of Singapore through their family office. While enjoying high-quality local professional services, they can also obtain a permanent resident PR in Singapore, and most of their investment income is tax-free! According to the regulations of the Monetary Authority of Singapore, the standards for the S13O tax exemption plan for family offices are constantly improving. If you are interested in establishing a family office, please take action as soon as possible.
Providing wealth management services only for one ultra wealthy family< The family's wealth is managed by its own asset management company< There is no need to hold a fund management license.
Providing wealth management services only for one ultra wealthy family;
Managing the family's wealth through a registered fund management company in Singapore;
Need to cooperate with licensed Singapore registered fund management companies;
The sisters company of LIONCITY EXCEL CORP SVS PTE. LTD. holds the required license.
Can provide wealth management services for multiple wealthy families simultaneously;
The operating costs can be shared by multiple families, and the funding threshold is relatively low;
Must hold a fund management license;
The sisters company of LIONCITY EXCEL CORP SVS PTE. LTD. holds the required license.
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Single Family Office |
Single Family Office Managed by a Singapore registered fund management company |
Joint Family Office |
management subject |
Single family office (no license required) |
Licensed Singapore registered fund management company |
Licensed Singapore registered fund management company |
Managed entity |
Home run fund companies |
Home run fund companies |
Variable Capital Company VCC |
right of privacy |
Not entitled to privacy |
Not entitled to privacy |
Enjoy privacy, shareholder list does not need to be disclosed |
13O Tax Exemption Plan |
1. Application threshold: S $20 million 2. Minimum annual expenditure: 200000 to 1 million Singapore dollars 3. 2 investment personnel (at least 1 non family member) 4. At least 10% (or 10 million Singapore dollars) of home owned funds must be invested in local investment products in Singapore |
1. There is no application threshold, and it is generally recommended to achieve economic benefits of $5 million 2. Minimum annual expenditure: SGD 200000 3. No requirements for investment personnel 4. No local investment requirements |
1. There is no application threshold, and it is generally recommended to use 10 million Singapore dollars to achieve economic benefits 2. Minimum annual expenditure: SGD 200000 3. No requirements for investment personnel 4. No local investment requirements |
13U tax-free plan |
1. Application threshold: 50 million Singapore dollars 2. 33 investment personnel (at least 1 non family member) 3. Minimum annual expenditure: 200000 to 1 million Singapore dollars 4. At least 10% (or 10 million Singapore dollars) of home owned funds must be invested in local investment products in Singapore |
1. Application threshold: 50 million Singapore dollars 2. 3 investment personnel 3. Minimum annual expenditure: SGD 200000 4. No local investment product related requirements |
1. Application threshold: 50 million Singapore dollars 2. 3 investment personnel 3. Minimum annual expenditure: SGD 200000 4. No local investment product related requirements |