Our Approach
We take on new mandates rarely, and only where the fit runs both ways. Below is how the work is structured once it begins.
01
Discretionary portfolio management built around the family's actual liquidity calendar (school fees, business cycles, philanthropic commitments) rather than a fixed model allocation. Quarterly review, always in person where possible.
02
Structuring across jurisdictions, trust design, and the groundwork conversations that make the eventual paperwork a formality rather than a negotiation. Coordinated with the family's existing legal counsel.
03
Family charters, council structures, and next-generation onboarding: built to survive disagreement, not just to look tidy in a binder.
Fee Structure
We price plainly. No tiers named after metals, no bundled add-ons: one structure per service, stated up front.
| Service | Fee |
|---|---|
|
Investment Stewardship
Discretionary mandate, quarterly review
|
0.85% AUM annually |
|
Estate & Succession Planning
Single-family engagement, cross-border structuring
|
Approx. 180 hrs |
|
Family Governance Charter
Council design through to ratification
|
Fixed, on scope |
|
Next-Generation Onboarding
Per family member, annual program
|
SGD 12,000 / yr |
|
Annual Governance Review
Standalone, for existing charters
|
SGD 8,500 |
"We would rather turn away a mandate than change our approach to fit it."
James Marlowe, Partner