Your Partner in Preserving and Passing On Wealth Across Generations
Your legacy deserves expert care. We provide tailored wealth transfer strategies—trusts, private trust companies, family governance, family office and more—to help your family build, preserve, and pass on wealth with confidence.
Let us guide you through the complexities of wealth transfer, ensuring your family’s aspirations and values are aligned for successive generations.
Our Services
At Aequitas Advisory, we specialize in creating tailored solutions to help families preserve and grow their wealth across generations. Our services are designed to address the unique needs of each family, ensuring a seamless transition of wealth and values.
1. Structuring a Family Trust
We help families design and implement trust structures that align with their long-term goals and aspirations.
What We Offer:
- Designing a framework for succession planning to meet your family’s future needs.
- Establishing private trust companies for entrepreneurial families transitioning businesses to the next generation.
Why It Matters:
Protect your family’s wealth, ensure smooth transitions, align family interests and maintain control over your legacy.
2. Establishment of a Family Office
We provide end-to-end support for families looking to establish and manage their own family office.
What We Offer:
- Advising on the suitability of a family office structure for your unique needs.
- Overseeing the implementation of your family office, including business setup, staffing, and office space.
- Providing ongoing operational support to ensure your family office runs smoothly.
Why It Matters:
Centralize and streamline the management of your family’s wealth, investments, and legacy.
3. Customized Family Governance
We work with families to create governance structures that foster harmony, accountability for the long-term success of the family.
What We Offer:
- Gathering your family’s unique information, including decision-making processes and communication styles.
- Mapping the involvement of family members in business structures and formalizing accountability.
- Adapting family business structures to align with agreed-upon rules of participation.
- Facilitating healthy dialogue and engagement through family forums.
Why It Matters:
Strengthen family relationships, ensure clear decision-making, and prepare the next generation for leadership.
Why Choose Us?
1. Independent & Customized Advice
We provide unbiased, tailored solutions to meet your family’s unique needs.
2. Expertise You Can Trust
Our team brings deep experience in wealth transfer, family governance, and legacy planning.
3. A Partner for Generations
We’re committed to helping your family build and preserve a lasting legacy.
About Us
At Aequitas Advisory, we are more than just advisors—we are trusted partners in your family’s journey to preserve and grow wealth across generations.
Our approach is rooted in empathy and collaboration—we listen to your family’s story and tailor our solutions to meet your specific needs. We understand the nuances of Asian culture and how they influence family decisions.
No two families are alike, and neither are our solutions. We take the time to understand your unique situation. We act as your representatives, connecting you with the best professional partners and resources to achieve your goals.
We are independent counsellors who specialize in understanding the complexities of family dynamics and wealth transfer. As part of your family office ecosystem, we serve as your outsourced chief of staff, offering expertise, guidance, and support every step of the way.
Seow Chee GOH, Founder, and Managing Director, has been advising families on succession planning, philanthropic endeavours, and sustainable investments for over 30 years, helping them design their family offices and governance processes, and assisting clients in Singapore and internationally.
As an active member of the Society of Trust and Estates Practitioners (STEP), the professional association for trusts in Singapore, she is well versed in the rapidly evolving tax and family office landscape both in Singapore and internationally.
Before founding Aequitas Advisory Pte Ltd, she was Managing Director and Head of Wealth Advisory in Southeast Asia at J. P. Morgan Private Bank in Singapore. Before that, she held senior positions at HSBC Trustee Singapore and Equity Trust Singapore.