Wealth Preservation Structure
A Family Office is a private institution providing comprehensive wealth management services for ultra-high-net-worth families. ANWYN CAPITAL specializes in Singapore family office establishment, leveraging 13O/13U tax incentive policies.
Singapore's 13O (Tax Exemption Scheme) and 13U (Enhanced Tax Exemption Scheme) are tax incentive policies offered by MAS for qualifying family offices, enabling perpetual tax exemption on investment income.
SFO (Single Family Office) serves one family, while MFO (Multi-Family Office) serves multiple families. SFOs offer more privacy but at higher cost; MFOs share costs but require sharing some resources.
The 13O scheme requires a minimum of SGD 10 million AUM, while 13U requires SGD 50 million AUM, along with local employment and business substance requirements.
Many clients overlook Singapore's requirements for local employees and physical office presence, leading to application rejection or compliance issues.
Family office investment strategies must comply with MAS prudential principles; overly aggressive strategies may not be approved.
Underestimating the rigor of bank KYC procedures, lacking complete source of funds documentation and investment track record.
Failing to consider CRS reporting, tax residency changes and other factors, resulting in high ongoing compliance costs.
Deep partnerships with Singapore MAS, banks, and law firms, ensuring high application success rates
From structure design to bank account opening, from investment management to compliance maintenance - one-stop service
Proprietary system for real-time tracking of asset allocation and compliance status, ensuring transparent management
Not just a setup service provider, but a long-term family office operational partner
Challenge
Client received substantial cash post-IPO, requiring compliant tax planning solutions
Solution
Established Singapore SFO, applied for 13O tax exemption, built diversified investment portfolio
Result
Setup completed within 6 months, saving over USD 2 million annually in tax costs
Challenge
Second-generation succession requiring family governance framework and wealth transfer mechanism
Solution
Established MFO to share costs with other families, while creating a family constitution
Result
Successfully implemented intergenerational succession planning with diversified asset allocation
Singapore, as Asia's financial hub, offers world-leading 13O/13U family office tax incentives. Qualifying family offices can enjoy perpetual tax exemption.
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