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A.D. Financial Group
Financial Services
Petaling Jaya, Selangor 166 followers
Dedicated Asian multi-family office - Preserving family wealth & harmony for generations
About us
A.D. FINANCIAL GROUP is an independent Asian multi-family office consulting firm founded in 2003 in Kuala Lumpur, Malaysia. The Group’s core business is the provision of Family Office advisory services to wealthy Asian families on family relations & governance and wealth preservation strategies. This includes family wealth structuring, business succession planning and generational wealth strategies as well as family office administration services. Our Family Office tax planning services extend to offshore investment structures involving Labuan and other Asia Pacific countries. Additionally, the Group provides investment advisory as an ancillary service for our family office clients. We have branch offices in Australia, Singapore, and Hong Kong, as well as partnerships in Indonesia.
- Website
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www.adfamilyofficeasia.com
External link for A.D. Financial Group
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Petaling Jaya, Selangor
- Type
- Privately Held
- Founded
- 2002
- Specialties
- Family office, Wealth preservation, Family governance, Family Values, Family constitution, Investment, Asian family, and Ultra high networth
Locations
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Primary
Get directions
No 3, Jalan Dato Abdul Aziz, Section 14
Petaling Jaya, Selangor 46100, MY
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12/F, 133 Wai Yip Street,
Kwun Tong, HK
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35 Ross St
Port Melbourne, Victoria 3207, AU
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Get directions
6 Battery Road
#03-01
Singapore, 049909, SG
Employees at A.D. Financial Group
Updates
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✨ Wishing a Joyous Diwali to Our Esteemed Indian Clients and Business Associates! ✨ Diwali is a time for reflection, gratitude, and new beginnings. We are thankful for the trust and collaboration we share with our Indian clients and business associates and look forward to achieving greater heights together in the years ahead.
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🛤 Raising the Bar for Family Office Governance 🏘 Our effort to raise the standard of family office governance made inroads this week via a partnership with Hong Kong Trustees' Association (HKTA) and Hong Kong Securities and Investment Institute (HKSI Institute). A.D. Financial’s Principal Consultant and Group Managing Director, Alvin Yap does his part as one of the lecturers for HKTA’s Trust Training Certificate program, a core component leading to the Certified Trust Practitioner™ designation awarded by HKTA. With Alvin’s help, HKSI Institute members are improving their skills in integrating trusts into a family office’s asset holding structure. A.D. Financial’s Head of Family Office and Legal Counsel (HK), Edwin Choi facilitated the lesson with Alvin. #FamilyGovernance #GenerationalTransition #Trust #FamilyOffice
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✈ Connecting with Indonesian business families 🏞 Immediately after our family development program in Italy was the Family Business Network Asia (FBN Asia) conference in Indonesia. Pictured below, Alvin Yap, A.D. Financial’s Group Managing Director, shared his insights on <Grooming the Next Generation for Business Leadership> at FBN Indonesia Forum 2024 in Jakarta. Other distinguished speakers included Dato Teik Ngan Loy - Chairman of Taylor’s Education Group, Shanti Poesposoetjipto - Chairman of PT Samudera Indonesia, Salman Subakat - CEO of Nurhayati Subakat Entrepreneurship Institute, Marcel Irawan - Partner at PwC, and Johnben Loy, PhD, LMFT - Founder and Clinical Director of Rekindle Therapy. #FamilyBusiness #GenerationalTransition #Leadership
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A.D. Financial Group reposted this
Managing Director, Prolegis | Head of Litigation, Herbert Smith Freehills Prolegis
Last month, I very honoured to be invited by my good friends Tjahjadi Bunjamin and Prawidha Murti to speak at "Decoding Family Wealth & Business Succession". The half day seminar was jointly organised by Hiswara Bunjamin & Tandjung and A.D. Financial Group for 50 Indonesian Family Office Representetives. I was asked to be Herbert Smith Freehills Prolegis LLC's representative speaking on matters relating to #privatewealth, #trust and #succession from the context of #Indonesian family assets parked in Singapore - which are subject to #Singapore property laws and regulations. It was also great to meet the great minds from AD and the speakers!
Fifty Indonesian family office representatives discussed family office trends at a half-day seminar on Decoding Family Wealth and Business Succession, which we hosted together with A.D. Financial Group. Topics included trends in family office disputes, Indonesia’s upcoming trust law, and handling business succession issues, with speakers sharing family business case studies from around the region. The highlight was a panel discussion on generational succession with Indonesian family business leaders Bapak Kuncoro Wibowo, Ibu Shanti Poesposoetjipto, Bani M Mulia and Devin Widya Krisnadi. Speakers: Tjahjadi Bunjamin, Prawidha Murti, Daniel Chia, FCIArb, Alvin Yap, Isaac Low, Suzana Hamzah Herbert Smith Freehills, Prolegis LLC, A.D. Financial Group #indonesia #southeastasia #privatewealth #familybusiness #familyoffice
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✈ Our exciting Southeast Asian - European cultural exchange in generational wealth transition and family business! 🏹 Our recent visit to the University of Bergamo in Italy, led by A.D. Financial's Group Managing Director Alvin Yap, has been an eye-opening experience. In October, we partnered Taylor’s University’s International Family Enterprise Center to bring a delegation of family business leaders eager for our family development program to the alpine Lombardy city of Bergamo just 40 km from Milan, and home to a UNESCO World Heritage Site. Delegates benefited not only from east-west expert engagement on family enterprise solutions, but also enjoyed enriching cultural activities as a family retreat. We visited Kilometro Rosso, the heart of innovation in Lombardy, as well as Accademia Carrara, an art gallery and academy of fine arts renowned for its timeless artistic masterpieces. Additionally, we had the privilege of engaging with local family-run businesses, such as Fra.Mar Spa. #FamilyBusiness #GenerationalTransition #Innovation #Leadership #HigherEducation #GlobalLearning #UniversityOfBergamo #TaylorsUniversity
Unibg, fucina di eccellenza per le imprese familiari globali L'Università degli Studi di Bergamo si conferma polo di attrazione per l’alta formazione internazionale. Questa settimana, il nostro Ateneo accoglie una delegazione di prestigiose imprese familiari malesi provenienti dalla Taylor’s University (IFEC, International Family Enterprise Center), istituzione che si posiziona nella top 10 delle università asiatiche. Un gruppo di imprenditori, accompagnati dalle proprie famiglie, ha scelto Bergamo e l’expertise di Unibg per affrontare una sfida cruciale: il passaggio generazionale e la gestione delle imprese familiari. Il programma formativo, oltre alle lezioni frontali, prevede un ricco calendario di attività esperienziali, tra cui visite al Kilometro Rosso, cuore pulsante dell’innovazione lombarda, e all’Accademia Carrara, scrigno di capolavori artistici. Non mancheranno incontri con realtà imprenditoriali familiari del territorio come Fra.Mar Spa, occasione di confronto e scambio di best practice. “Non è un caso isolato”, spiegano con orgoglio le professoresse Cristina Bettinelli e Emanuela Rondi, leader del progetto. “A maggio, manager canadesi con le stesse esigenze formative hanno scelto i nostri programmi di alto livello. Unibg offre un percorso indipendente e sartoriale che garantisce un profondo upskilling e stimola una riflessione strategica sulle sfide che le imprese familiari si trovano ad affrontare oggi”. La presenza di queste delegazioni internazionali testimonia la crescente attrattività di Unibg e il suo impegno costante nell’investire in progetti di qualità, consolidando la propria posizione di leadership nella formazione d’eccellenza.
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📸 We had an exciting moment in October at the annual conference of CAS International, a professional network for advisory, consulting, accounting, auditing, taxation, and other corporate services providers. Our founder and principal consultant, Mr Alvin Yap, shared with industry leaders in professional services his insights into the best practices of preserving family wealth & legacy. 🌍✨ #FamilyGovernance #BusinessSuccession #WealthPreservation #ADFinancial #CASInternational Pictured below from left to right: Alvin Yap (Managing Director of A.D. Financial Group), Gareth Leong (CEO of CAS International), Dato James Puang, Koo Chen Theng (CEO of A.D. Evoque Financial), Kenneth Poon (Head of Family Office, A.D. Financial Group).
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We are proud to share that our Principal Consultant and Group Managing Director, Alvin Yap was invited to speak at the HKTA & STEP Joint Seminar: Hong Kong as a Family Office Hub – The Road Ahead, held on 3rd September 2024. Alvin brought his expertise to a highly engaging panel discussion that covered key issues in the family office industry, including: The evolving role of Family Offices beyond just asset management, Strategies for fostering local professional services and rebuilding business confidence in Hong Kong. We thank HKTA, STEP, and the other esteemed panelists for hosting such an insightful event and for providing a platform to discuss the future of family offices in the region. #ADFinancial #FamilyOffice #WealthManagement #HongKong #HKTA #STEP #FamilyGovernance
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