DFO Yearbook — 2022
ARCHITECTURE
To achieve optimal results in the long term, it’s of utmost importance to understand legal, jurisdictional and fiscal obstacles that stand in the way of your overall investment performance.
Together with our many contacts and wealth structuring partners across the globe, we can help you to structure your family wealth so that you achieve the best possible results nett of fees and taxes for the benefit of all members.
INDEPENDENT STRATEGY
Transactions & custody of assets with a number of different financial services providers is, naturally, the optimal approach to diversification of both executions as well as product risks and opportunities.
Often, the consequences are an undesirable concentration of risk exposure and poor investment strategy implementation in portfolios. A panoramic & cohesive review takes as much expertise and effort as proper investment research and risk budgeting does.
SECURITY & TRANSPARENCY
The financial institutions that you trust for transaction, banking and the safe keeping of your assets are a very important pillar in your wealth management strategy. However, transparency and a clear cost-benefit relationship is often a challenge when evaluating these services.
Our financial advisory services are broad enough to offer clients a choice of some of the best custodian banks by balance sheet strength; alongside transparent and clearly defined flat fees or commissions at the most competitive prices.
TECHNOLOGY HARNESSED TO YOUR ADVANTAGE
Upgrading valuation and reporting systems to a more sophisticated architecture with the ensuing disruption of legacy systems requires substantial resources and costs that seem daunting to many large institutions. Thus, comprehensive investment reports are often inadequate.
Actual after-fee investment performance can often be a real mystery.
The aggregation of financial information and investment portfolios across various private banking and other investment services are expensive and time consuming tasks for even the very wealthy, who have independent experts for this.
We consolidate and present aggregated investment valuations for medium-term strategy reviews as well as more frequent risk monitoring.
Our considerable private client experience has shown that wealthy families work with a large number of financial service providers in order to benefit from distinct, yet complementary expertise.
The benefits of this approach come with an additional responsibility: that of aggregating the individual reports in order to review risk and performance for the entire wealth pool.
Family wealth that is segmented by the discrete individual risk profiles of more than one beneficiary requires aggregation as well. This is best fulfilled by an independent asset manager.
COHESION
A cohesive strategy that stays on target requires expertise and considerable time in order to ensure that the different components are aligned.
Our independence from a single private bank or custodian and our in-depth understanding of these challenges equip us with the skills to manage multiple banking relationships and evaluate risk and performance for a consistent implementation of your strategy over time and changing circumstances.
Non-Discretionary Mandates
EXPERTISE
Non-Discretionary Mandates is at the core of our professional experience and enthusiasm. We thrive on evaluating and investing in financial markets, allocation strategies for expert fund manager selection and single security investing are fundamental to our service.
With access to relevant market insights in a timely manner and our in-depth financial expertise, we are well qualified to be your intellectual partner as you manage your investments through the rapidly changing global financial landscape.
PARTNERSHIP
We will be your trusted partner for any non-discretionary mandates or discretionary portfolio strategy that you may want to execute as we provide transparent, unbiased non-discretionary mandates that is fully aligned to your interest.
We offer you the wealth of our investment expertise and extensive access to market information such that you can be confident that your investment decisions are well researched. We can help you allocate financial assets across global private banks and access open architecture of investment solutions that result in successful long term investing for your overall portfolio.
Discretionary Mandates
PERFORMANCE
Should you wish to delegate all investment decisions to us within a pre-determined set of risk reward parameters so that you can focus more on your professional and personal life, we accept discretionary asset management mandates.
As your wealth grows and your time gets ever more scarce, allocating wealth management to investment specialists and experts becomes an important part of your overall investment success.
Our professional expertise in portfolio management equips us to manage discretionary mandates for you based on your investment objectives and the relevant investment strategies we mutually agree upon.
Furthermore, since we are not constrained by contractual agreements with institutional managers, we select the most suitable discretionary mandates and best fund managers.
Where relevant, we could be a credible and reliable investment partner in the process of designing and managing investment strategies to satisfy long term goals in sync with shorter term performance objectives. This crucial service is often only available to private wealth with very substantial asset sizes.
Moreover, a lack of time coupled with natural human emotions of greed and fear compounds the challenge in achieving a sustainable investment outcome. In reality, after much investment activity, there are very few portfolios that can truly be proud of successful long term investment results over time.
GLOBAL NETWORK
Our professional journey has been very enriching thus far, in enabling us develop a vast network of partnerships with financial professionals globally. We believe that we can draw on this extensive network of global wealth management expertise to add significant value to you and our mission.
CO-INVESTMENTS
Private wealth benefits from investment opportunities both in the public capital markets as well as, increasingly so, in the private markets. We have a reliable network of professionals and specialists in private capital and real estate in a few jurisdictions that can offer us access selectively.
We provide continuous financial guidance and education to families spanning multiple generations, helping them navigate the challenges and opportunities of transitioning wealth to the next generation. Our services include education and training on financial management, developing a shared vision and structure for their wealth and providing guidance on resolving monetary conflicts.
We assist families in achieving their philanthropic goals by researching and evaluating potential recipient organizations that align with their values. We also structure and implement charitable gifts in a way that maximizes their impact while considering their financial planning goals. Our continuous monitoring ensures that donations are being utilized effectively to make a positive impact.
Succession planning refers to the process of planning for the transfer of wealth and responsibilities within a family from one generation to the next. There are many different aspects to consider when it comes to succession planning, and an Das Family Office can help families navigate this complex process by providing a range of services such as:
Having a multi-family office can be an invaluable resource for families looking to ensure a smooth and successful transition of wealth and responsibilities from one generation to the next.
We oversee the setup of trusts and foundations to help families build a lasting legacy that are aligned with their values and needs. We act as the financial manager for trusts, allowing families to transfer wealth from one generation to the next while maintaining control over how their assets are used. We can also help create a charitable entity that supports causes important to the family, leaving a positive impact on their community.
Effective financial family governance promotes healthy relationships and ensures the stewardship of family assets through education and communication. We have extensive experience and can assist in setting up a governance model tailored to the size and structure of your family. We can manage family meetings and guide families through the implementation of financial governance processes, ensuring they are effective and properly documented.
We assist in shaping family financial core values by defining their goals and priorities for their wealth. Through workshops and discussions, we facilitate the development of a shared understanding of what’s important to the family, as well as the individual investment passions of each member. We provide ongoing support to align financial goals with values, contributing to long-term sustainability.
Disclaimer
This website belongs to Das Family Office Pte Limited. It is meant purely for informational purposes. As such, nothing contained herein is to be interpreted as investment counsel or advice in any context whatsoever. By using this website, you acknowledge that you have read, understood and agreed to the disclaimers positioned on each page. Das Family Office Pte Ltd reserves the right, at our discretion, to change, modify, add or remove portions of the contents herein at any time and without prior notice. As a regulated entity in the Republic of Singapore, we are required to limit our communication to accredited investors. The definition of the categories of “accredited investor” are set out here.
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