Family Office (FO) by CC Advisory is a Blue Ocean services rendered towards high-networth individual to preserve and protect their family wealth. Family Office also able to provide succession planning in order pass their wealth to the next generation and more generations. Just like the adage goes “Wealth Doesn’t Last for Three (3) Generation”. The objective of Family Office is to break this curse.
On 10 Feb 21 (Wednesday), a day before CNY eve, our family office team visited our family office customer Mr. Yee & Mrs. Yee (not their actual name) and presented the hampers. We also took the opportunities to update their investment updates in Australia, their company financial statement as well as bank account holding as Mr. Yee is delegating most of the jobs to our team. Also, we provided timely update of his IFAST investment in Malaysia. To his surprise and satisfaction, his investment has increased 16% just merely 3 months. Obviously, he was very pleased and agreed to put in another RM1 million as he is positive about the market outlook for the next 12 months as well as agreed with our investment proposal.
On top of that, he further made additional AUD50,000 investment into an Australian property funds and explored to purchase two residential properties to add into his current property portfolio. Our total fees for those deals start from RM30,000 to potential up to RM210,000.
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