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Setting Up Family Office in Singapore

Lester Tay

Chief Executive Officer

“Thank you for considering Singapore as a potential location to establish a family office.

I believe Singapore’s stable economic and political environment, strong rule of law, and clarity in tax and regulatory regime will provide you with a reliable and predictable operating environment to steward wealth across generations.

With Singapore’s strategic location at the heart of Southeast Asia, the country can provide excellent global connectivity to serve fast-growing markets in the Asia-Pacific region and beyond. Like yourself, many of our international clients are considering establishing family offices in Singapore.”

Rockstead takes pride in our ability to support the financial needs of high-net-worth families. Our wealth and investment management company in Singapore offers a whole suite of services important for building and preserving wealth as well as securing your family’s legacy.

Family Governance & Legacy Planning

Get advisory support on decisions related to setting up a family office in Singapore, including structuring, legacy planning, investment management, and operationalisation.

Rockstead has extensive experience in providing legal and family office advisory to Forbes’ billionaires, including family offices from the USA, UK, Europe, Malaysian, Indian, Vietnamese, and Indonesian families.

We believe that the suitable family office architecture must encompass your vision of the future, investment philosophy, and plan to protect human and intellectual capital.

Our Expertise

Legacy

Family vision and charter, sustainability modelling and governance implementation, centralised capital raising & preservation

Family Expertise

Business strategy, family assets and holding control, governance, ESG/GRI compliance

Succession

Consolidate estate & wealth, leadership transfer planning, understanding needs of the family

Operations

Centralise reporting, bill management, property management, simplify administrative burdens & complications

Investment

Investment management structuring, club co-investments, due diligence & governance

Compliance

Legal risk management, insurance & property management & tax planning

Investment Solutions

Rockstead’s formidable and growing investment services are carefully curated to ensure you have a holistic suite of options for all your financial needs. As a leading wealth and investment management company in Singapore, we are committed to providing you with only the best in financial solutions.

  • Rockstead Fixed Income Fund
  • Rockstead Resilience Fund
  • Rockstead Quant Fund
  • Rockstead Managed Account
  • Wealth Protector Portfolio (Low risk)
  • Resilient Balance Portfolio (Low-medium risk)
  • High Growth Portfolio (Medium-high risk)
  • Ultra High Yield Portfolio (High risk)
  • Discretional Portfolio Management (DPM)
  • Rockstead has the expertise to customise and construct bespoke portfolios for our clients
  • Rockstead is a Qualified Foreign Institutional Investor (QFII), which allows its clients to make direct investments in all listed securities in China

As a global investment firm, our private equity investments are differentiated by our:

  • Expertise in creating value – we are active investors that partner with our portfolio company management teams to achieve growth and improve productivity.
  • Stakeholder engagement – we regularly engage with a range of stakeholders, including individuals, investors, global organizations and community groups, who are affected by our business decisions and can contribute to our success.
  • Creative & innovation – we continue to innovate by establishing new strategies and capabilities that leverage our experience, partnerships, and intellectual capital, and that enhance our private equity investments.
  • Extensive network & reach – we harness our global network of professionals and advisors, as well as our relationships with business leaders worldwide to source proprietary investments.
  • Deep industry knowledge & proprietary sourcing capabilities – our focused investment approach is designed to address the complexities of investing in global businesses.
  • Structured products (e.g. equity-linked notes)
  • Third-party mutual funds, unit trusts, and hedge funds
  • Loan, mortgage, insurance and investment-linked products

Our Concierge Services

You have come a long way to get to this point in life. At Rockstead, we appreciate the value of your time. Our concierge services allow you to focus on what truly matters to you.

Relocation Services

Setting up a home can be a stressful task. Let us take care of your relocation needs.

  • Home search and temporary accommodation search
  • Home set-up and settling in
  • Moving and storage
  • School search for children
  • Partner support
  • Domestic help
  • Vehicle rental or purchase
  • Language and cross-cultural training

Executive Protection

We are fully dedicated to ensuring the safety of both you and your family.

  • Security risk assessment and management
  • Security arrangement planning
  • Identifying/ Training of executive protection operatives
  • Provision of security vehicles
  • Control room monitoring of Principle/VIPs

Private Air Charter

Your comfort and convenience should not take second place. Avoid the fuss of the airport with our air charter services.

  • Private jets for business and leisure
  • Flight scheduling flexibility
  • Quicker check-ins and faster transit times
  • Ensure maximum privacy and security
  • Personalised services, such as special meals catered to our clients’ dietary requirements

Travel Medical Concierge

Your health is one of the most valuable things you can possess. Insure it while you travel to any part of the world.

  • Round-the-clock medical concierge with a dedicated and competent single point of contact to take care of your healthcare needs
  • Fast response time and priority access to healthcare professionals

Important Legal and Proprietary Information

This webpage contains important legal and proprietary information concerning Rockstead Capital Private Limited and its funds. Before proceeding, please read the following disclaimer statements.

By clicking the “I AGREE” button, you are deemed to be representing and warranting that:

  1. You have read and understand the information contained in this page and accept the terms and conditions contained herein,
  2. The applicable laws and regulations of your jurisdiction allow you to access the information on this webpage,
  3. You are duly authorized to access this webpage for the purpose of acquiring information, and
  4. You or any other person or entity you represent initiated the discussion, correspondence or other communications with Rockstead Capital or its representatives, which resulted in you requesting access to Rockstead Capital Private Limited’s website and the information regarding its funds, and none of Rockstead Capital or its representatives at any time directly or indirectly contacted you with respect to the provision of investment advisory services or investment in a Rockstead Capital fund prior to such unsolicited initiation of discussions, correspondence or other communications.

The information on this webpage is not intended for persons located or resident in jurisdictions where the distribution of such information is restricted or unauthorized. No action has been taken to authorize, register or qualify any of the Rockstead Capital funds or otherwise permit a public offering of any Rockstead Capital fund in any jurisdiction, or to permit the distribution of information in relation to any of the Rockstead Capital fund in any jurisdiction.

To the best of its knowledge and belief, Rockstead Capital considers the information contained herein as accurate as at the date of publication. All information and opinions in this webpage are subject to change without notice. No representation or warranty is given, whether express or implied, on the accuracy, adequacy or completeness of information provided in the website or by third parties. The materials in this webpage could include technical inaccuracies or typographical errors, and could become inaccurate as a result of developments occurring after their respective dates. Rockstead Capital undertakes no obligation to maintain updates to such information. Any links to other websites contained within this webpage are for the convenience of the user only and do not constitute an endorsement by Rockstead Capital of these websites. Rockstead Capital is not responsible for the content of other websites referenced in this webpage. Neither Rockstead Capital nor its affiliates and their respective shareholders, directors, officers and employees assume any liabilities in respect of any errors or omissions on this webpage, or any and all responsibility for any direct or consequential loss or damage of any kind resulting directly or indirectly from the use of this webpage.

Unless otherwise agreed with Rockstead Capital, any use, disclosure, reproduction, modification or distribution of the contents of this webpage, or any part thereof, is strictly prohibited. Rockstead Capital expressly disclaims any liability, whether in contract, tort, strict liability or otherwise, forany direct, indirect, incidental, consequential, punitive or special damages arising out of, or in any way connected with, your access to or use of this website.

This webpage is not an advertisement and is not intended for public use or distribution. This website has been prepared for the purpose of providing general information only without taking account of any particular investor’s objectives, financial situation or needs and does not amount to an investment recommendation. An investor should, before making any investment decision, consider the appropriateness of the information in this website, and seek professional advice, having regard to the investor’s objectives, financial situation and needs. In all cases, anyone proposing to rely on or use the information contained in the website should independently verify and check the accuracy, completeness, reliability and suitability of the information. The information contained in this webpage does not constitute financial, investment, legal, accounting, tax or other professional advice or a solicitation for investment in Rockstead Capital’s funds, nor does it constitute an offer for sale of interests issued by funds that are managed or advised by Rockstead Capital. Any offer can only be made by the relevant offering documents, together with the relevant subscription agreement, all of which must be read and understood in their entirety, and only in jurisdictions where such an offer is in compliance with relevant laws and regulatory requirements.

Simulations, past and projected performance may not necessarily be indicative of future results. Figures may be taken from sources that are believed to be reliable (but may not necessarily have been independently verified), and such figures should not be relied upon in making investment decisions. Rockstead Capital, its officers and employees do not assume any responsibility for the accuracy or completeness of such information. There is the risk of loss as well as the opportunity for gain when investing in funds managed or advised by Rockstead Capital.

Rockstead Capital Private Limited holds a capital markets services licence for the provision of fund management services to eligible investors and is an exempt financial advisor pursuant to paragraph 20(1)(d) of the Financial Advisers Act (“FAA”). Accordingly, this website and its contents is permitted only for the use of persons who are “institutional investors” or “accredited investors”, each within the meaning provided in the Singapore Securities and Futures Act (Cap.289); As an “institutional investor” and/or “accredited investor” certain disclosure requirements under the FAA in relation to the contents of this website would not apply to you as a recipient. The products and services described in this website are available to such aforementioned categories of persons only. None of the contents of this website have been approved or endorsed by the MAS or any other global regulator.

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