The external professionals the family office coordinates — legal, tax, banking, investment, trustees, and more. Staff, KYC, and Insurance have their own dedicated surfaces.
Advisors
11
Disciplines
8
Firms
11
Largest discipline
Legal
Partner — Trusts & Estates · Farrer & Co
Trust-deed counsel since 2014. Handles the UK property conveyancing and the stewardship-series release conditions.
Partner — Private Wealth · Rajah & Tann Singapore
Lead counsel for the Singapore structures. Drafted the Whitford Capital shareholder agreements; on the SPV signing matrix.
Principal — Cross-Border Tax · EY Private — US Desk
US federal estimated tax + PFIC reporting for the US-situs fund positions. Q1/Q2 payment vouchers feed the obligations list.
Partner — Family Office Tax · PwC Singapore
13O/13U incentive compliance and the quarterly GST filings. Coordinates the SG-side estimated payments on the Calendar.
Director — Outsourced CFO Services · Crowe Singapore
Bookkeeping + consolidated management accounts for the two SPVs; year-end audit liaison.
Managing Director — Senior Relationship Manager · UBS Global Wealth Management
Primary RM for the Hong Kong booking centre. Negotiated the HKD lombard rollover terms in March.
Director — Key Client Partners · Deutsche Bank Wealth Management
Covers the Singapore custody relationship; first call on the trust USD lombard facility.
Investment Director · Cambridge Associates
Non-discretionary advisory on the private-markets programme — fund selection, pacing model, and the annual allocation review.
Trustee Director · Northern Trust Fiduciary Services
Professional trustee on the Whitford Family Trust. Quarterly trustee minutes; sign-off required on distributions above the threshold.
Senior Broker — Private Clients Asia · Marsh Private Client Services
Places the property, marine, and aviation programmes. Working the coverage gaps flagged on the Insurance register.
Head of Private Office, Asia · Knight Frank Private Office
Buy-side search mandates; ran the Larvotto acquisition and the Canary Wharf letting strategy.