Professional Opportunities

PROFESSIONAL FIRM ALLIANCE

Taking you to the next level

Are you thinking of setting up a Family Office and Business Succession Advisory Practice, which is incidental to your current practice, within your professional firm but worry about:

Whether you have holistic knowledge of such incidental practice?
Whether you have the capacity and resources to do it?
Whether you have the free time to do it?
The unknown liabilities that you are getting into?
Whether you should incur the capital expenditure as it may not work at the end of the day?
Whether the business proposition by some Financial Planners will be to your advantage or otherwise?

Whether you are an Accountant, a Lawyer or a Company Secretary, we can help to take your practice to the NEXT LEVEL.

We provide two collaboration pathways:

Professional Firm Alliance (PFA)

Designed for professional firms who want to set up and build their own Family Office and Business Succession Advisory Practice within their existing services. We equip you with the framework, expertise, and advisory support to establish this practice effectively.

Professional Representative Alliance (PRA)

Tailored for financial intermediaries and professionals who may not wish to set up their own practice but would like to work with us by referring clients. Through PRA, you can extend our advisory solutions to your clients, strengthening your value proposition—without additional overheads or new service lines.