AI Family Office Structure Advisor

Free wealth structure check

Five questions. Two minutes.

0/5 answered

Your starting point

Q1Where are you in your family-office journey?

Why we ask: New applications and existing incentive awards may be subject to different conditions.

Starting from scratchWe do not yet have a dedicated family investment structure in Singapore.We already have a structureWe have a company, trust or investment vehicle, but need to review or improve it.We already have a Singapore tax incentiveOur fund has an existing 13O, 13OA or 13U award.

Q2Whose wealth will the structure manage?

Why we ask: A single family office is intended to manage wealth belonging to one family—not unrelated outside investors.

One family onlyThe assets belong to family members or family-owned entities.Family plus outside investorsFriends, business partners or other unrelated investors may participate.Not sure yetWe may invite other investors later and need advice on the boundary.

Your assets

Q3How much do you expect to place into the investment structure?

Why we ask: Use the value of investable assets—not the family’s total net worth or operating-business value.

Below S$20 millionWe may start smaller or build the portfolio gradually.S$20 million to below S$50 millionOur expected investable portfolio falls within this range.S$50 million or moreWe expect to maintain a larger investment portfolio.

Q4What will the structure mainly invest in?

Why we ask: Not every asset counts toward the qualifying investment threshold. Family businesses and Singapore property need separate review.

Mostly financial investmentsFor example: listed shares, bonds, funds, cash products or similar investments.A mixed portfolioA combination of financial assets, private companies, property or other investments.Mostly family business or propertyA large part of the wealth is tied to an operating company or real estate.

What matters to your family

Q5What is the most important outcome for your family?

Why we ask: This tells us whether to prioritise simplicity, a Singapore investment platform, or long-term succession planning.

Keep investing simpleWe want fewer entities, lower ongoing work and an easy-to-understand structure.Build a Singapore investment platformWe want professional management and may explore a Singapore fund tax incentive.Protect and pass on family wealthGovernance, succession and continuity across generations are most important.

Your answers remain in this browser and are not saved.