Goals and Valuations
What kind of goals and strategies are created by a Family Office?
Family wealth goals are different for each family no matter how wealthy. Professional financial planning has to begin with private discussion covering a wide number of financial topics. The family office work to develop a clear list of top concerns for the family that are then used for guidance.
This list often covers:
- wealth transfer
- inheritance planning
- investment diversification
- financial planning
- risk tolerance
- bill paying & cash flow management
- client education especially for younger generation members
- foundation and philanthropic needs
- performance measurement and analytics
Why has Singapore become an international center for family wealth not only in Asia or Japan, but globally?
Families all over the world are often looking to keep their wealth safe and secure across generations. Diversification is a key value that guides them in this direction. Singapore has taken very important strides over more than 15 years to build a solid legal & robust infrastructure for family offices around the world. Laws in Singapore today are often more up to date and robust than some within Switzerland. As a result, this emerging safe destination for family wealth is getting recognition. A percentage of assets in both the USA, Europe, and even Switzerland, are now flowing into Singapore as a new global wealth center. Wealthy families in Japan, China, Taiwan, Korea and other places across the Asia region, are finding that the high quality of financial services that Singapore has are world class, and this makes for a very safe destination for some or all of any family's wealth.
How can I get more information or contact a Family Office or Multi-Family Office in the future?
Family Office Japan offers a two hour introductory evaluation by our in house affiliated financial planner for our fixed rate of 200 dollars. Major private banking clients and family offices may qualify for a free first evaluation by FOJ; Ask us directly for more details. Additional financial planning services can be continued in house or via introductions made by our team. Please contact us directly for an appointment during the day or evening.