Services
Three tiers of advisory.
One seamless engagement.
Our services are structured around the three critical phases of a family office lifecycle: building the right structure, designing governance that endures, and maintaining oversight as complexity grows.
Tier 01
Entity Structuring & Setup
Building the right foundation from day one.
The legal and regulatory architecture of a Singapore family office is complex. We design the optimal structure for your family's specific circumstances — balancing tax efficiency, regulatory compliance, and operational simplicity.
What we deliver
- —Legal entity design (company, VCC, trust, limited partnership)
- —MAS regulatory positioning and exemption strategy
- —S13O / S13U tax incentive applications
- —AML/KYC framework and compliance setup
- —Bank account establishment and relationship introductions
- —Corporate secretarial and ACRA compliance
Tier 02
Governance Design & Succession
The architecture that outlasts any single generation.
A family office without governance is a structure without a spine. We design the frameworks that define how decisions are made, how wealth is managed, and how it passes to the next generation — with institutional rigour and family sensitivity.
What we deliver
- —Family governance charter and constitution
- —Investment Policy Statement (IPS) design
- —Investment committee structure and mandate
- —Succession planning and estate architecture
- —Inter-generational wealth transfer strategy
- —Family council and communication frameworks
Tier 03
Ongoing Oversight & Bank Readiness
Continuous governance for a complex world.
Establishing a family office is the beginning, not the end. We provide ongoing oversight to ensure your structure remains compliant, your governance remains effective, and your relationships with private banks and service providers remain well-managed.
What we deliver
- —Quarterly compliance and governance reviews
- —Investment committee meeting support and reporting
- —Private bank relationship management and oversight
- —Annual MAS regulatory reporting support
- —Service provider coordination (legal, tax, audit)
- —Family office operational health assessments
Our Approach
We do not manage funds. We manage complexity.
SFOAG is not a fund manager, private bank, or law firm. We are an independent advisory firm. Our value is in the coordination, integration, and governance architecture that no single specialist can provide alone.
Discuss your family office requirements.
All enquiries are handled with complete discretion. Initial consultations are by appointment only.
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