Family Office Establishment Solutions

As high-net-worth families place increasing emphasis on intergenerational governance and legacy continuity, family offices have evolved into strategic platforms that integrate assets, governance systems, and shared values.IVYE GROUP provides comprehensive end-to-end family office solutions—covering structure design, entity incorporation, and operational setup—helping families establish professional, sustainable, and future-ready governance frameworks.

✅ Scope of Family Office Establishment Services

  • Advisory on family office legal structures and framework selection
  • ACRA registration, director/secretary arrangements, and entity incorporation
  • Compliance assessment and legal coordination advisory
  • Initial operational support (bank account opening, HR, IT systems)
  • Family governance framework design (e.g., council setup, role allocation)

📍 Family Office Establishment Workflow

1
Needs Assessment & Structure Selection
  • Identify family asset categories (equity, real estate, funds, offshore accounts, etc.) and concentration level
  • Recommend appropriate structures based on governance preferences and tax strategies (e.g., Pte Ltd, VCC, CLG, Trust)
  • Assess eligibility under MAS Section 13O framework and anticipate long-term development pathways
2
Legal Entity Incorporation & Initial Setup
  • Execute ACRA incorporation process, arranging local directors, registered address, and statutory secretary
  • Coordinate company constitution drafting, embedding governance mechanisms and special decision-making rights
  • For trust structures, liaise with trust companies or support cross-border trust registration
3
Compliance & Legal Coordination
  • Evaluate family office structure in terms of regulatory, tax, and banking compliance
  • Coordinate with legal counsel on company constitution, custody agreements, and liability allocation
  • Ensure long-term legality, governance stability, and risk isolation capability of the family office platform
4
Initial Operational Support
  • Assist with bank account opening (operational and investment accounts)
  • Support recruitment of core initial staff (CFO, investment manager, administrative officers, etc.)
  • Recommend and implement IT systems and secure data storage solutions
5
Family Governance Framework Design
  • Design governance structures aligned with family roles (e.g., council, investment or decision committees)
  • Define responsibilities, oversight mechanisms, and balance between senior generation wishes and next-generation participation
  • Establish meeting schedules, information disclosure protocols, and dispute prevention mechanisms

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