Professional Development

A.D.’s Practice Development Team, having extensive experience and knowledge, will be your firm’s resource for everything your firm needs to know in the interest of your clients. The proven practice management systems and processes will keep your firm performing optimally. A.D. can help your firm achieve its goals and objectives by giving valuable insights when developing this new incidental practice within your firm.

Niche

A.D. is a full-service licensee with Securities Commission and Bank Negara specializing in Family Wealth Preservation and Business Succession Planning as part of its Multi Family Office Advisory services. This synergistic partnership will elevate your firm’s image, hence enable a higher customer acquisition rate. Incidentally, it further enhances the clients retention rate of your firm when such service offerings are rendered to your existing clientele.

Domain Expertise

For over 18 years, A.D. has acquired many experiences in managing and solving many forms of wealth complexities. A.D. has created a holistic preparedness system for founder-owned, sibling-owned and cousin-owned family businesses. Its practice standards and expertise stands among the best internationally, with ready tools, resources and support mechanisms to help elevate your firm's incidental service offerings, efficiently and effectively.

Practical Solutions

Your client wealth complexities are our expertise. From complex wealth matters to business succession challenges, we have the team dedicated to assist your client with holistic and practical solutions. Our expertise injects a fresh perspective on how wealth, family business and family values can be preserved for many generations.

Practice Management

A.D. domain expertise brings a new perspective to your firm. Its practice management enables your firm to adopt a seamless transfer of knowledge and processes. With knowledge of offshore and onshore structures of family wealth, A.D. being an independent adviser, is able to customise a tax effective robust structure with competitive cost.

Professional Standards

A.D. as a full licensee adopts high Professional Standards, acting in a way that exemplifies high moral and ethical standards. A.D. adopts:

• Accountability where we take responsibility for our actions.
• Confidentiality where we keep all sensitive information private and away from those who shouldn't have access to it.
• Fiduciary duty where we place the needs of clients before our own.