Expat Wealth Management
If you’re an expat or someone with international assets, we understand the distinct financial benefits and complications you face. Cross-border tax obligations, fragmented pensions, unfamiliar insurance markets, and currency exposure are just some of the challenges that come with an international lifestyle.
We are cross-border wealth management experts with extensive experience working with expats like you. We can develop and deliver a personalised, end-to-end solution to help you take advantage of the opportunities while navigating the common legal and tax pitfalls.
Let us help you make the most of living and working abroad
Investments
We can help you grow your wealth in a structured, diversified way while ensuring your portfolio remains compliant with your domestic tax obligations.
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Education Planning
We can build a structured savings and investment plan to ensure you have the means to offer your child an international education.
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Retirement Planning
We can develop a personalised roadmap to retirement, consolidating existing pensions held internationally.
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Estate Planning
We can facilitate the creation of a multi-jurisdictional estate plan and restructure your assets to ease the transition of wealth to your loved ones.
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International Life and Health Insurance
We have access to a wide array of international insurance products designed to provide flexible coverage regardless of where you are in the world.
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EPF Guidance
Employees Provident Fund (EPF) is Malaysia's state-backed retirement savings scheme which became a mandatory expat employee benefit. We can expats navigate their EPF options as part of their wider financial plan.
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