PRIVACY & SECURITY IS OUR NO. 1 PRIORITY
Welcome to your private family office.
Preserve, manage and grow your legacy.
All clients monies are stored in a separate client account under our law firm to be held in escrow and protected by solicitor-client privilege.
Section 126 Evidence Act 1950 governs the protection of the solicitor-client relationship to uphold the sanctity and privacy of clients' information.
Federal Court's decision in Tan Chong Kean v Yeoh Tai Chuan & Anor [2018] 2 MLJ 669 affirms and upholds the importance of client legal privilege to the administration of justice.
In 2022, the Federal Court held that contents within the client account of a law firm is protected by solicitor-client privilege and there is no credible reason for for the tax authorities to sight client accounts belong to clients of a law firm. It is not for the solicitor to divulge such information without consent of his clients. Reference: Ketua Pengarah Hasil Dalam Negeri v Bar Malaysia Appeal No. 01(f)-11-09/2021 (W)
Bar Council Rules and Rulings 7.03 provides duty of confidentiality in respect of privileged information owed to respective clients.
Premised on the statutory, Federal Court case laws and Bar Council rulings, we wish to provide our clients with the utmost privacy and security.
DISCLAIMER: WE DO NOT OFFER FINANCIAL ADVISORY OR FUND MANAGEMENT SERVICES. WE ARE UNABLE TO ACCOMMODATE TO ANY REQUESTS THAT WILL BE IN BREACH OF ANY LAWS IN MALAYSIA.
Family Office Services by Kevin Wu & Associates
Preserving Legacies. Navigating Complexity. Empowering Generations.
At Kevin Wu & Associates (KWA), we understand that wealth is more than numbers — it’s legacy, responsibility, and vision. Our Family Office Division is built for discerning individuals and families who seek a bespoke, multi-disciplinary solution to manage and protect their private wealth across generations.
Whether you’re a founder planning succession, a family steward seeking structure, or a next-generation leader making an impact, our role is clear: to be your trusted advisor and strategic counsel in an increasingly complex world.
Our Value Proposition
Unlike traditional wealth managers, KWA offers a legal-first, integrated approach to family office services — blending investment oversight, legal advisory, tax planning, and governance under one roof. As a full-service law firm, we operate with the discretion, regulatory insight, and fiduciary standards that ultra-high-net-worth families demand.
Our Core Services
🏛️ Family Governance & Succession
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Setting up family office vehicles (private companies, private trusts)
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Drafting family constitutions and governance frameworks
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Structuring intergenerational transitions and leadership planning
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Establishing family councils and boards
📜 Legal, Trust & Estate Planning
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Wills, trusts, and private trust company structures
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Asset protection and cross-border estate strategies
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Probate and estate administration
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Legal guardianship of children
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Legal custodian to assets
📊 Investment & Business Advisory
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Structuring and due diligence for private investments
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Legal support for family businesses and joint ventures
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Liaison with external investment managers
🧾 Tax & Regulatory Compliance
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Strategic tax planning across jurisdictions
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Real-time legal advisory for financial, corporate, and tax issues
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Labuan, Singapore, and offshore structuring
🧠 Next Generation Education & Mentorship
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Financial literacy and leadership programs for heirs
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Legal empowerment and training for next-gen directors
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Family legacy workshops
🏠 Lifestyle & Concierge Support (Optional)
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Personal administration and finance
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Real estate advisory and cross-border acquisitions
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Immigration, residency, and golden visa legal services
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Art, asset, and philanthropy structuring
Who We Serve
Our Family Office Division is tailored for:
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Founders and business owners seeking long-term structuring
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Multi-generational families with regional or global footprints
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High-net-worth individuals undergoing liquidity events (e.g. exits, IPOs)
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Next-gen heirs transitioning into leadership roles
Why Kevin Wu & Associates
Our roots are in law, but our strength lies in our ability to see the bigger picture. With regional experience, cross-disciplinary capabilities, and personal discretion, KWA acts as a single point of coordination — allowing your family to move forward with clarity, confidence, and control.
We don’t just manage wealth. We protect the values that built it.
