How to choose a family office specialist
Setting up a family office pulls together tax, legal, immigration and corporate work. The right specialist coordinates all of it. Here is how to pick one.
What to look for
- Cross-border experience with families from your home country, since the home-side tax and exit planning is where the real complexity sits.
- A clear scope: exactly what they handle, and what they coordinate with others (tax, legal, immigration, banking).
- Transparent fees: one-off setup and ongoing costs, with no surprises.
- Proper standing: the corporate services around incorporation and filing are regulated in Singapore, so confirm they are appropriately registered.
Questions worth asking
- How many family offices have you set up, and for families from where?
- Who actually does the work, and who is my point of contact?
- How do you coordinate the tax, legal and residency pieces?
- What is the full cost, one-off and ongoing?
How we help
Rather than cold-calling firms, tell us your situation and we introduce you to independent specialists suited to your scale and goals. See the setup guide to understand the pieces first.
Frequently asked questions
What should I look for in a Singapore family office specialist?
Look for genuine cross-border experience with families from your region, clarity on exactly what they will and will not handle, transparent fees, and the right registrations for the corporate and tax work involved. Ask how many family offices they have set up, who does the work, and how they coordinate the tax, legal and immigration pieces.
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General guidance as of July 2026. This page is general information, not financial, tax, legal or immigration advice.