Wealth Advisory
We offer comprehensive family tax advisory services to create, protect, and efficiently transfer wealth across generations. Our objective is to assist families and business owners in confidently navigating the complexities of tax and succession planning, ensuring long-term financial security and the continuity of family values and legacies.
Our services include wealth structuring and tax planning. We assist clients in setting up appropriate legal and tax-efficient vehicles - such as family trusts, holding companies, or foundations - to manage, preserve, and distribute assets. These structures are carefully tailored to meet each family’s objectives for asset protection, philanthropic initiatives, or succession.
We work closely with business owners undergoing ownership transitions, guiding them through the tax implications of transferring shares, restructuring businesses, or preparing for a potential sale. Through careful planning and governance structures, we aim for a seamless transfer of ownership while minimising tax liabilities and preserving family harmony.
For families and individuals who are globally mobile, we offer guidance on intricate tax residency, domicile, and reporting matters, helping clients navigate multi-jurisdictional obligations and mitigate unintended tax liabilities. This includes assessing the impact of cross-border investments, expatriation, relocation, and changes in citizenship or visa status on their tax situation.
Our services are fully integrated and collaborative. We work closely with trusted financial advisors, legal counsel, private banks, and trustees to provide a coordinated approach to wealth management. This includes support for estate planning, investment structuring, succession documentation, and the tax-efficient transfer of assets to heirs or beneficiaries.
Ultimately, we aim to provide families with the clarity and peace of mind necessary to manage their wealth responsibly today and for future generations.
Get In Touch
For more information please contact Michael Velten.
michael@veltenadvisors.com
+6590687547
391B Orchard Rd, Level 22, Ngee Ann City Tower B, Singapore 238874
