A.D. Financial
Petaling Jaya-based Asian multi-family office consultancy (A.D. Financial Sdn Bhd): wealth preservation, succession, governance and family investment office services.
Identity
- HEADQUARTERS
- Petaling Jaya, Malaysia
- OFFICES
- Brisbane, Australia
- FOUNDED
- 2003
Overview
A.D. Financial Group describes itself as an independent Asian multi-family office consulting firm founded in 2003 in Kuala Lumpur, with headquarters in Petaling Jaya and offices in Singapore and Hong Kong plus associate partners in Indonesia. It advises business families on wealth preservation, inter-generational transfer, governance and succession, and says it has advised more than 200 families. Its family investment office service covers investment policy statements for multi-asset portfolios, outsourced CIO management, next-generation investment coaching and digital-asset advisory. A.D. Financial Sdn Bhd appears as a licensed intermediary in the Securities Commission Malaysia list of financial planners with expanded scope.
People
Frequently asked questions
A.D. Financial is a multi family office based in Petaling Jaya, Malaysia, founded in 2003.
A.D. Financial does not publicly state whether it puts its own money into companies or invests through funds.
Key people at A.D. Financial include Alvin Yap (Founder, Group Managing Director and Principal Consultant), Alison Tai (Group Executive Director and Head of Operations) and Sunnie Goh (General Manager of Finance & Operations and Head of Corporate Services).