Kenneth heads the Family Office Advisory Services team, providing a comprehensive package of Family Office financial planning services on wealth & trust structuring, succession planning and family governances, family office administrative services, etc. Kenneth is a fellow chartered accountant with ACCA, UK and a registered accountant with MIA. He is also a qualified CFP and a licensed financial planner registered with the Securities Commission of Malaysia.

He has more than 40 years working experiences in corporate finances, treasury and credit operations and general management with more than 5 years experience of financial planning on Assets Protection & Preservation and Business Succession Planning for High Net-Worth individuals.

Fennie is a licensed tax agent approved by the Ministry of Finance Malaysia. She was a technical reviewer of the Budget Commentary and Tax Information booklet published annually by The Malaysian Institute of Certified Public Accountants (MICPA), Malaysian Institute of Accountants (MIA) and Chartered Tax Institute Malaysia (CTIM). Currently, she is heading the Family Office Corporate Advisory Division with special focus on tax planning for offshore investment structures involving Labuan, Asia Pacific countries and other jurisdictions.

Prior to her joining, she headed the Tax Division in an international accounting firm where she gained her vast experience in income tax compliance, tax advisory and indirect tax. Her specialisations are in tax compliance as well as tax advisory and planning for individuals and planning for individuals and companies.

Lynnda is a Registered Financial Planner licensed with Bank Negara Malaysia & Securities Commission; she has 25 years of experience in the financial services sector.

As an Associate Director, she oversees and leads Advisory services on matters related to Asset Protection and Preservation, Business Succession Planning and Family Office Services for the high and ultra-high net worth clients. She is a keen believer in knowledge sharing, personally mentors a team of high performing Advisers to deliver diligent and excellent service to the firm’s esteemed clients.

Mr. Goi Cheng Poh is an Associate Director, Family Business Compliance, Transaction & Management Consulting and his expertise ranges from startups to mature companies including but not limited to business valuation, financial due diligence and business succession strategies for founders. His passion is further expanded in coaching successors for their readiness to take over their family businesses.

He is a Chartered Accountant of the Malaysian Institute of Accountants (MIA) and a Fellow Member of the Association of Chartered Certified Accountants (ACCA), UK. He is an approved company auditor and tax agent since 1997, providing statutory audit, tax compliance and business consulting and advisory services mainly to the local SMEs and certain multi-national corporations. With more than thirty years of working experience and practicing, Goi had been involved in providing various corporate and advisory services such as special audit for companies seeking for Initial Public Offerings (IPO), financial due diligence review and share valuations for corporate merger and acquisition exercises for public listed as well as private limited companies.

Voon Mei is a certified life coach and qualified addiction counselor. As the Head of Family Governance, she customises the family governance structure, facilitates communication between family members, walks the process through and provides education for the family.

Her expertise is further extended to dire family relationships where she facilitates forums for constructive discussion, problem solving and decisions about the family relationships and how it relates to the family wealth/business and vice versa. By proactively anticipating the challenges, there is a greater chance of creating and maintaining alignment between the family and the business.

During the last 5 years, she has guided, motivated and mentored many individuals on setting towards their personal visions and goals by overcoming personal obstacles and blocks. She also works with emotionally scarred individuals and family members who suffer from mental illness, depression and anxiety.

Gerard Tan holds a B.Sc. (Hons) Mechanical Engineering (The City University, London UK). He has been in the Building and Property industry for 33 years since graduating in 1983.

He has held various key positions at Amcorp Bhd Group, Executive Director & COO of OSK Property Holdings Bhd, COO of Glomac Bhd, COO of KAJ Development, the promoter and Master Developer of Melaka Gateway. His passion in real estate development was further expanded to a senior lifestyle resort, Aurel Sanctuary, for seniors where he is a Co-founder, Executor Director and COO of Aurelian Land Sdn Bhd.

His expertise and experience in real estate investment has been exemplary to many Family Offices. His forte includes facility management, acquisition, development and disposal of land bank and investment in commercial/residential properties to provide stable cash flow and add diversification to Family Office investment portfolio.

Jasmine Soh is an Associate Director and Consultant of A.D. Family Office. She is a registered member of the Malaysian Institute of Accountants (MIA). Graduated with a first degree of Bachelor in Accounting from University Kebangsaan Malaysia in 1994, she further pursued and completed her Master of Business Administration (MBA) in 2007 from University of Malaya. Having over 6 years of experience in public accounting firms, she acquired solid fundamental knowledge in financial and tax statutory compliance and ventured into corporate financial management.

During the last 20 years of her corporate experience, Jasmine has been a group accountant prior to her promotion to group general manager, managing family wealth and business for a prominent family office in Malaysia. Her overall functions include corporate finance, tax planning, operation management as well as the shareholders’ personal assets and their personal estate planning.

With her experience managing Asian family offices, Jasmine brings along a fresh and invaluable perspectives to business families in their wealth management and business succession plans.

Alicia Lee heads the assistant project management (APM) team at A.D. Family Office. Graduated with a Bachelor of Science (Hons) in Accounting & Finance from Anglia Ruskin University in UK, Alicia started her career in an audit firm before joining A.D. in year 2017.

Her role in A.D. Family Office includes analyzing, identifying and developing the financial position of the family wealth. On the founder(s) level, she looks after the individual balance sheet by compiling and developing the annual capital statement diligently. Her completeness and thoroughness enable seamless process when dealing with tax authority on behalf of Family Office client.