Aequitas Advisory

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Before starting Aequitas, Seow Chee has spent more than 20 years in the tax and financial services industry specializing in tax investigation, trust and family succession planning. Her expertise centres on advising families on their succession planning, philanthropic effort and sustainable investing. She is adept in formulating their family offices and governance processes. In the most recent years, Seow Chee has been sharpening her focus on family office space, supporting Singapore and international clients. 

• We are an independent advisor that examines issues from the family’s lens. 
• We understand the Asian culture and subtlety. No two families are the same and we listen to the family’s story, and thereof partner with the family in ways that is unique to their situation.
• We are representatives of our clients. We source for the best professional firms to partner and to service our clients.
• With our depth of knowledge and experience, we are a part of the client’s family office ecosystem by offering ourselves as the outsourced chief-of-staff of the family office.

Our Vision

We strive to be relevant to our clients and partners by staying ahead of the curve.

Our Mission

We guide our clients towards an innovative and bespoke solution unique to their situations. We sit on the same side as our clients.

Our Values

We are passionate about what we do. We advise our clients with an open, honest and objective mind.

Providing independent and bespoke guidance on wealth transfer strategies such as trusts, companies, private trust companies, family office planning and family governance, thereby connecting the dots in a family’s wealth transfer journey.

Structuring a family trust

• Design the framework of the succession plan to meet the future needs of the family
• Establish a private trust company for business families in transiting business to the next generation

Establishing a family office

• Advising on the suitability of a family office structure.
• Supervising and manage the implementation of the family office in relation to entities, staffing and office space.

Curating a bespoke family governance 

• Gathering of the unique information of the family such as decision making process and mode of communication.
• Mapping family members participation in family business structures if applicable, and formalise accountability of family members to one another; and
• Align the family business structures with agreed participation rules.

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