Fund Tax Exemption (Single Family Office) / Private Trust / Private Banking

• What is a Single Family Office (SFO), and what services does it provide?

  Explore what a Single Family Office (SFO) is and the comprehensive services it offers. Serving ultra-high-net-worth families, an SFO provides tailored wealth management, investment management, tax planning, estate planning, philanthropy, succession planning, risk management, and concierge services. Discover how these services are customized to meet the unique needs and preferences of each family, ensuring their financial and personal affairs are managed effectivelyFeatured

• Why should I choose Excellence Singapore for Single Family Office services in Singapore?

  Discover why Excellence Singapore is the preferred choice for Single Family Office services in Singapore. Our comprehensive suite of SFO services is backed by a team of professionals with expertise in finance, legal, and tax. We are dedicated to delivering personalized, efficient, and confidential services, ensuring that your family’s wealth is managed and preserved according to your specific objectives and values.Featured

• How can engaging Excellence Singapore for SFO services benefit my family?

  Learn how engaging Excellence Singapore for Single Family Office services can benefit your family. Our services offer centralized management of your family’s wealth, access to tailored financial strategies, enhanced privacy, and the convenience of a dedicated professional team. Discover how our bespoke solutions, aligned with your family’s goals and values, ensure your wealth is managed effectively.Featured

• What types of clients do you typically service with your SFO services?

  Discover the types of clients who benefit from Excellence Singapore's Single Family Office services. Designed for ultra-high-net-worth families, our SFO services cater to a diverse clientele including business owners, entrepreneurs, executives, and inheritors. Learn how we tailor our services to meet the unique financial situations, goals, and preferences of each family, providing professional management and coordination of their financial and personal affairs.Featured

• How do you ensure the confidentiality and privacy of your clients in your SFO services?

  Learn how Excellence Singapore upholds the confidentiality and privacy of clients using our Single Family Office services. We implement strict data protection policies and procedures to safeguard your family’s information. Discover how our team's training in discretion and professionalism ensures that your family’s financial affairs are managed with the utmost confidentiality.Featured

• How do you create a customised SFO solution for my family?

  Explore how Excellence Singapore creates customized Single Family Office solutions tailored to your family's specific needs. Starting with a thorough assessment of your family’s financial situation, goals, and values, we craft a bespoke SFO solution incorporating services like wealth management, tax planning, and estate planning. Learn how our team collaborates with you to refine and adjust the solution as your family's needs evolve over time.Featured

• Can you help my family with philanthropic activities and impact investing?

  Discover how Excellence Singapore’s Single Family Office services support philanthropy and impact investing. Learn how we can assist in developing and implementing a philanthropic strategy that aligns with your family’s values and objectives. We also help identify and evaluate impact investment opportunities that yield financial returns alongside positive social or environmental outcomes.Featured

• How do you charge for your SFO services?

  Learn about the fee structure for Single Family Office services offered by Excellence Singapore. Our fees are tailored based on the scope and complexity of the services we provide. Discover how we assess your family's needs during an initial consultation and offer a transparent fee proposal, detailing the costs associated with the customized SFO solution designed for you.Featured

• How do I get started with your Single Family Office services in Singapore?

  Discover how to begin with Single Family Office services at Excellence Singapore. Contact us via phone, email, or our website to discuss your family's specific needs. Our team is ready to provide a quote and assist you in initiating a tailored SFO solution that aligns perfectly with your family’s goals and values.Featured