Family Office Advisory

Family Office Advisory

Oclaner’s family office advisory services extend beyond portfolio management activities to address the most important issues and challenges international UHNW families may face. We assist families in consolidating their wealth under the appropriate structure such as a private fund or trust. To ensure the protection of assets, we design a robust governance framework and investment policy statement.

In addition, we guide our clients through the procedures and applications required to obtain Singapore ’s exemptions and concessions for qualifying investment vehicles, such as the 13X incentive scheme.

For enquiries and RFPs, please contact us at familyoffice@oclaner.com

 

 

OCLANER FAMILY OFFICE BROCHURE

Singapore 13X Incentive Scheme

 

The Monetary Authority of Singapore (MAS) offers attractive incentives for private funds/family offices wishing to establish a presence in Singapore.

Provided some conditions are met, the scheme grants investment funds with AUM > SGD50m and managed by a Singapore licensed asset manager a tax exemption on both capital gains and income for the life of the fund.

The advantages of Singapore’s 13X incentive scheme include:

–   0% tax on the fund’s income and capital gain
–   Certainty of taxation for the life of the fund
–   Fulfills substance requirements
–   Singapore has signed Double Taxation Agreements (DTAs) with more than 70 countries
–   Tier-1 financial center and AAA rated country

As a CMS licensed fund manager, Oclaner can  manage the investment vehicle and apply for the 13X Incentive Scheme.

Asset Management

Oclaner can act as the family office’s outsourced CIO, responsible for the implementation of the investment policy statement. While Oclaner acts as the fund manager, the family may appoint external advisors to the investment committee or board of directors of the fund to oversee activities and provide guidance.

Consolidation and Reporting

Our proprietary reporting system allows our clients who have accounts in multiple banks to obtain a consolidated overview of their total portfolio. This highly customised service is essential for risk-monitoring purposes (as different portfolios can lead to unintentional excessive concentration or neutralisation positions in a given asset class or sector), but also to gain a clear view of costs breakdowns and to monitor the optimal asset allocation of the overall portfolio.

Trust & Legal Services

Upon request, we coordinate on a global level with best-in-class service providers ranging from trustees and lawyers matters related to: inheritance planning, tax & legal structures, company formation and governance. In addition, we supervise the setting up of the Family Office structure by outlining the responsibilities of all the decision-makers in your family. This is done to address responsibility, authority and accountability.