We help
define wealth
“Wealth is beyond just property, possessions, or financial assets. You decide what is valuable to you.”
As a multi-family office, we strive to be with you and your family every step of the way to seize opportunities, manage risks and preserve your legacy. We provide services from financial modelling to tax reviews and acquisition to sourcing opportunities in an unfamiliar region or sector.
We set a clear strategy to ensure the portfolio is diversified and assess the potential risk by drawing experts from different disciplines to cater to your needs, including future generations’ education and philanthropic activities.
We understand family management is a complex matter, and each family is unique. We are not bound by the label and role of a traditional wealth advisor. Rather, we are a member of your family. We can help save time, simplify decision-making and provide peace of mind, which allow you to spend more quality time with your family instead.
It is important for us that you felt listened to and understood. Humility, integrity, and growth are core principles that we strive to manifest in our partnerships with our clients every day. Wealth is not an end in itself but a mere means to realize your vision. We will help you define wealth and be with you to fulfill your dream.
About Jadeite
Used as the Heirloom Seal of the Realm, Jadeite is considered a sacred piece of gem from heaven, which signifies wealth and power.
Jadeite’s experts have considerable experience looking after high-net-worth individuals and their families across the globe. The team was brought together from diverse backgrounds, with insights regarding different industries. We work with all world-class institutions to provide you with access to over 1000 different financial products and services in various sectors. You will benefit from our best practices and international professional network.
At Jadeite, four guiding values defining who we are and how we operate as a company.
Transparency
It is crucial to have honest and open communications with our clients and allow them to have better insight into the actions being taken with their money.
Proactivity
We actively plan into the future for you while keeping ourselves updated with the state-of-the-art in wealth management.
Empathy
We build real emotional connections with our clients and listen wholeheartedly to what they need.
Sustainability
We work with our clients to discover their needs and set up long-term strategies with their best interests at heart.
Our Edge
As a boutique family office, we provide you with a great level of intimacy and attention to you as a client which is lacking with institutional family office. The team will spend time talking to each client and their family to understand the family dynamics and the issues the clients face or will face in the future. We recognise that having all family members agree on a long-term strategy is an essential and often overlooked issue. We are in close contact with the client and their family and accompany them in the conversations.
Our experience
We are experts in wealth and asset management in Asia. We are dedicated to working with families like yours. We share practical advice and experienced guidance to help you succeed.
Our Network
From day one of our partnership, you will enjoy our network with best-in-class experts and service providers. You will get prestige and a wide range of services.
Our Range
You can choose among different banks and service providers that allow your interest and beliefs to be best represented.
Convenience
We can take care of everything for you. We can talk to your lawyer, trustees, accountants, and the bank on your behalf.
Privacy
All your information would be secured in one place. Only authorized people can access your data.
Independent
We can provide a comprehensive and holistic analysis of how to best structure and look after your family’s financial and non-financial interests across generations.
Our Services
Our extensive experience and network of partnerships allow us to offer our clients all the services they require in one stop:
- Asset allocation
- Alternative investments
- Immigration
- Tax advisory and estate planning
- Family Trust
- Education planning
- Risk Management
- Philanthropy
Asset Allocation
You will have access to a great variety of financial products, including:
- Private Equity
- Private Fund
- Mass Market Fund
- Pre IPO stock
- Structure Products
- House and Land projects
- Superannuation/MPF
Asset allocation involves dividing an investment portfolio among different asset categories such as stocks, bonds, and cash. It help you reduce risk through diversification.
At Jadeite, we will help you determine your financial goals, including a comfortable retirement, college education, or business expansion. We will consider your individual needs to create investment strategy tailored to your specific investment goals and risk tolerance. We also work closely with our private bank partners to offer comprehensive wealth management solutions.
Alternative investments
Alternative investments do not fit into the conventional asset categories, including cryptocurrency and NFTs. With our expertise, we can explore the potential of different products across the globe together.
Immigration
Our services include investment immigration, skilled immigration, freelancer visa, family reunion, and travel visas.
Our team of knowledgeable consultants in the industry can ensure that you are taken care of from pre-immigration to settling down overseas.
We also create a one-stop service platform that integrates real estate investment and financial loans from Australia, the US, the UK, Ireland Japan, Singapore, Hong Kong, and other countries.
Tax advisory
and
Estate Planning
With qualified tax and legal advisors, we provide a comprehensive analysis of your needs. We can advise you on estate planning, passing on financial gifts, and managing inheritance tax.
We also partner with global accounting firms. This allows us to provide cross-border tax advisory services anytime, anywhere.
Family trust is a legal arrangement to protect and preserve assets on tax planning and succession planning. It can serve not only as an effective tax planning tool but also safe-guarding the interests of family members. However, it is crucial that the trust is set up properly. We know you and your family. We can help you through the process to legally protect your assets for you and your family at the right timing and with the proper structure, legal framework and service providers.
Family Trust
Education Planning
“An investment in knowledge pays the best interest.”
– Benjamin Franklin
Educational planning is important as being prepared is an essential component for academic success. Our services aim to provide our clients with an established global network of quality educational institutions. Our experienced education advisors offer comprehensive information on the different education systems to meet the student’s specific needs, explain the application process, student visa requirements, and more. We can advise on courses, qualifications, and entry requirements.
Risk Management
- Individual Insurance Product
- Small Medium Business Insurance Product
- Directors, Officers and Trustee Liability
- Professional Liability
- Crime / Theft Threat
- Employment Practices Liability
- Cyber Liability
“Hoping for the best, prepared for the worst, and unsurprised by anything in between.”
– Maya Angelou
Everyone faces the risk of unexpected incidents and any of these events can cost you money or harm your reputation. A risk management plan can help you prepare for the unexpected and protect you and your family.
With our portfolio management services, our advice is tailored to your needs. We adopt investment approaches and fund selection systems to allow you to invest according to different risk levels. We can respond quickly to potential risks in the market and seize the best investment opportunities.
We will also identify, assess and control threats to your business’ capital and earnings. We can advise on financial uncertainties, legal liabilities, and technology issues.
Philanthropy
Philanthropy is often an excellent way to connect family members and maintain family reputation.
Moreover, businesses in line with green, sustainable, ESG (environmental, social, and governance) principles are increasingly popular with investors.
Our team and tools will help you and your family come together to craft a giving strategy that aligns with their charitable goals.