FAMILY OFFICE ADVISORY
Establish your family office with global reach.
The infrastructure, banking relationships and expertise to connect your family to the world.
Acacia Family Office Advisory helps families establish the foundations of a family office and connect with the institutions and specialists needed to operate internationally. We bring together practical infrastructure, banking relationships and an ecosystem of advisers to support your family’s wealth and investment ambitions. Engage selected capabilities now, or a broader family office service, and adjust the scope as your circumstances change.
Based in Singapore. Internationally connected.
BANKING
Banking relationships for a smoother account opening
Our relationships with banks help families approach account opening well prepared. We introduce you to suitable banking teams and coordinate the onboarding documentation, source of wealth information and subsequent enquiries. The aim is a complete application, clearer communication and a smoother path to your banking arrangements.
Account opening remains subject to each bank’s eligibility, due diligence and approval requirements.
INTERNATIONAL CENTRES
Partnerships across international financial centres
Our partner network connects families with specialists in the UAE (including Dubai), the Cayman Islands, Mauritius, Jersey, Labuan and Luxembourg. We coordinate local specialists to assess and establish the arrangements suited to your family’s international footprint, banking needs and investment objectives, including:
Coordination of local and overseas tax advisers.
Coordination of advice where family members, businesses or assets span jurisdictions.
Corporate administration and filing calendars in each location.
UAE
Cayman Islands
Mauritius
Jersey
Labuan
Luxembourg
STRUCTURE
Family wealth, connected.
A family office brings the family, its holding structure and its assets into one coordinated picture. Acacia works across all three, with the legal and tax specialists who establish the structure.
01 / FAMILY
Individual
Family member or settlor
Family and beneficiaries
Current and future generations
02 / STRUCTURE
Holding structure
For example a family trust or foundation, which holds and governs family wealth
Holding company
Holds investments and operating entities
03 / ASSETS
Operating businesses
Main operating company
Overseas subsidiary
Overseas subsidiary
Real estate
Financial assets
Illustrative only. Arrangements depend on the family’s circumstances and are established with legal and tax specialists.
OPERATING MODEL
The infrastructure to establish and operate
We design your family office operating model and coordinate the people, systems and processes required to put it into practice, with clear responsibilities across your advisers and service providers.
Financial oversight and operations
Accounting and entity reporting, consolidated financial information, cash flow planning, tracking of debt, expenditure and commitments, investment administration, and coordination of records from existing providers.
Administration and compliance
Document management, specialist compliance support and reviews, and oversight of external service providers and outstanding obligations.
Governance and family continuity
Processes for family decisions, ownership and succession planning, coordination with estate and trust specialists, preparation of the next generation, family meetings and action tracking, and philanthropy where relevant.
Systems handle document handling, reporting and administrative workflows in the background, so your time goes to decisions and to the specialists advising on them.
INVESTMENTS
A global outlook for wealth and investments
We connect families with banking, investment and professional advisory relationships across markets, with the structures, reporting and oversight needed to support informed decisions across jurisdictions.
Investment expertise and opportunities
Specialist perspectives on the investments you hold and the opportunities you are considering, across property, private credit, private businesses and listed markets. We coordinate opportunity assessment and due diligence, consider liquidity, concentration, financing and exit risks, and provide ongoing investment reporting and specialist review. Selected projects are sourced through professional and business relationships.
Business and transactions
Acquisitions and business expansion, financing coordination, business valuations and financial due diligence, exit preparation and transaction support, restructuring and special situations, and coordination of advisers through completion.
Regulated investment advice and investment management are delivered through appropriately authorised providers.
OUR ECOSYSTEM
Institutional expertise around your family
Our ecosystem brings together specialists in banking, legal and tax structuring, trusts, succession and investment advisory. Acacia coordinates their contributions around your priorities, so your family draws on institutional expertise through a family office model suited to its needs.
How we work
01
The partner with the relevant expertise leads each matter and brings in the specialists needed.
02
A shared plan keeps responsibilities, dependencies and next steps visible across the work.
03
Specialists work within their areas of expertise, and relevant information is shared with appropriate permissions.
04
Decisions that span disciplines receive input from the affected specialists.
05
Progress and unresolved matters are reviewed regularly.
Acacia can work alongside your family’s existing advisers.
WHAT YOU RECEIVE
See what is happening. Know what comes next.
Priorities Plan
Objectives
Upcoming decisions
Work to be undertaken
A family priorities plan
An agreed view of objectives, upcoming decisions and work to be undertaken.
Financial Overview
Assets
Liabilities
Cash flow
Commitments
Information outstanding
A financial overview
Consolidated reporting on assets, liabilities, cash flow and commitments, with information gaps clearly identified.
Action & Decision Register
| Action | Owner | Due | Status |
|---|---|---|---|
| Open | |||
| Awaiting approval | |||
| Closed |
An action and decision register
A record of responsibilities, deadlines, approvals and unresolved matters.
Review Agenda
Progress
Changes
Decisions
Next steps
Review meetings
Scheduled discussions with the relevant specialists to assess progress and respond to changes.
Illustrative formats. No client information is shown.
Who we help
01
Families establishing a family office for the first time.
02
Families managing interests across several countries.
03
Entrepreneurs balancing business ownership and private wealth.
04
Families preparing for ownership or generational change.
05
Established family offices seeking additional specialist or operational capacity.
Build your family office with the right foundations and global connections.
Tell us about your priorities. We will identify the expertise and level of support that fit your circumstances.