999 Family Office – Frequently Asked Questions (FAQ)

1. What is 999 Family Office?

999 Family Office is a multi-family office based in Singapore that offers comprehensive investment management, legacy planning, and strategic advisory services to ultra-high-net-worth (UHNW) families.

2. What does the name "999 Family Office" signify?

The number “999” symbolizes protection, continuity, and resilience reflecting our mission to preserve and grow family wealth and values across generations.

3. Where is 999 Family Office incorporated?

We are incorporated in Singapore as a Private Limited Company since May 4, 2021. Registration number: 202115768W.

4. What type of clients do you serve?

We serve UHNW families, individuals, entrepreneurs, and business owners with complex wealth and cross-border needs.

5. What is a multi-family office?

It’s a platform that provides centralized services to multiple wealthy families, including investment, legal, tax, succession, and governance support.

6. What services does 999 Family Office provide?

Investment and portfolio management
Risk and compliance monitoring
Private equity and venture capital opportunities
Real estate and alternative assets
Succession and estate planning
Family governance structuring
Global asset reporting
Legal and tax coordination
Lifestyle and philanthropy advisory

7. Do you offer customized solutions?

Yes, every solution is bespoke, tailored to each family's structure, needs, and values.

8. What is your investment philosophy?

We focus on long-term, diversified, risk-adjusted strategies aligned with family goals and values.

9. Are you independent from banks or institutions?

Yes. We are completely independent and do not receive commissions or retrocessions from any financial institutions.

10. Where are your legal partners located?

Our legal and notarial partners are based in Switzerland, offering premium cross-border structuring and estate advisory.

11. What makes your approach different?

We integrate wealth, values, education, governance, and legacy into one unified strategy for long-term impact.

12. What’s your minimum asset requirement?

Typically, clients have USD 25 million or more in investable assets.

13. Can I set up my own family office through you?

Yes. We assist with the setup of dedicated single-family offices in Singapore and internationally.

14. How do I start working with you?

15. Do you help with succession planning?

Yes, including governance structures, trusts, inheritance strategies, and education for heirs.

16. Can you support philanthropic efforts?

Absolutely. We design and manage foundations, donor-advised funds, and impact programs.

17. Do you handle private equity deals?

Yes. We source, evaluate, and manage private equity and venture capital investments.

18. Can you help raise funds through a family office structure?

Yes. We structure vehicles, find co-investors, and oversee legal and regulatory processes for private capital raising.

19. How do you manage risk?

We use custom risk modeling, diversification, hedging strategies, and periodic reviews.

20. Can you help with international relocation?

Yes. We assist with immigration, residency, tax planning, and setup in new jurisdictions.

21. Do you offer consolidated reporting?

Yes, we provide multi-jurisdiction, multi-bank consolidated asset reporting with high accuracy and confidentiality.

22. Do you manage real estate portfolios?

Yes. We handle acquisition, financing, structuring, and management of global real estate assets.

23. Can you advise on cryptocurrency or digital assets?

Yes. We help with custody, reporting, regulation, and integration into traditional portfolios.

24. Do you offer education for the next generation?

Yes. We run financial literacy programs, mentoring, and governance training.

25. Do you assist in trust and foundation structuring?

Yes, through our legal partners in Switzerland and globally.

26. Can you help write a family constitution?

Yes. We facilitate values articulation, governance frameworks, and charters.

27. What jurisdictions do you work in?

We work globally — with deep knowledge in Asia, Europe, Middle East, and the Americas.

28. Do you support lifestyle and concierge services?

Yes. We partner with lifestyle firms to manage travel, education, health, and real estate needs.

29. Can you support IPO or exit planning for entrepreneurs?

Yes. We plan for pre-liquidity, post-liquidity, and reinvestment strategies.

30. Do you help manage family conflict?

Yes. We offer mediation, advisory, and long-term governance tools.

31. Can you structure incentive plans for family members?

Yes. Including stewardship incentives, education grants, and investment committees.

32. Do you work with banks and asset managers?

Yes. We coordinate and supervise them, ensuring alignment with family strategies.

33. Can you assist in offshore company formation?

Yes. We work with regulated partners to set up tax-efficient structures.

34. Do you provide succession simulations?

Yes. We create scenarios for death, divorce, or incapacitation planning.

35. Do you provide private deal syndication?

Yes. We bring client families together for co-investment opportunities.

36. Are you regulated?

Yes. We comply with MAS regulations in Singapore and international standards.

37. Can I keep my existing advisors?

Yes. We often work in tandem with your existing legal, financial, or tax professionals.

38. Do you support ESG or sustainable investing?

Yes. ESG principles are embedded in our selection and due diligence process.

39. Can you manage art, collectibles, or yachts?

Yes. We handle acquisition, valuation, storage, and insurance for lifestyle assets.

40. Do you offer family retreats or strategy sessions?

Yes. We organize and moderate multi-generational family strategy meetings.

41. What is your onboarding process?

Initial consultation → Needs assessment → Legal/KYC onboarding → Family strategy setup → Ongoing service.

42. Do you provide access to exclusive investments?

Yes. Through our networks, we offer unique, often off-market investment opportunities.

43. Can you support international tax planning?

Yes. We coordinate with top-tier tax advisors in major jurisdictions.

44. Do you offer legal coordination?

Yes. We coordinate legal documentation, cross-border structuring, and ongoing compliance.

45. Can you manage multi-generational planning?

Yes. We are experts in building strategies that cover 3+ generations.

46. Do you run internal investment committees?

Yes. Families can set up their own internal committees with our support.

47. Can I set up a private investment fund?

Yes. We structure and administer private funds for family-led investing.

48. Do you offer services for crypto-native families?

Yes. We serve families whose wealth is rooted in digital assets and technology ventures.

49. Can you support charitable endowments?

Yes. We structure and manage long-term giving vehicles.

50. How do you charge fees?

Our fees are transparent and can be fixed, percentage-based, or retainer depending on services.

51. Can I use my own bank accounts?

Yes. We adapt to your banking preferences.

52. Do you use AI or digital tools?

Yes. We leverage technology to enhance reporting, risk, and communication.

53. Can I request only partial services?

Yes. We offer modular solutions based on client needs.

54. Do you help with family office succession?

Yes. We ensure operational continuity and leadership planning.

55. Can you manage cash flow and liquidity?

Yes. We design forecasts, reserves, and credit facilities.

56. Can you manage private debt strategies?

Yes. Including direct lending, credit funds, and structured products.

57. Are you involved in club deals?

Yes. We participate in and coordinate club deals among trusted families.

58. Can you help if I want to exit my operating business?

Yes. We offer full exit strategy planning and post-sale wealth transition.

59. Do you deal with governance in family businesses?

Yes. We implement advisory boards, policies, and succession tools.

60. Can I speak directly to other client families?

Only with mutual consent we can facilitate peer introductions under NDA.

61. Do you prepare heir-readiness programs?

Yes. Tailored programs to prepare next-gen leaders.

62. Can I consolidate assets held globally?

Yes. That’s a core part of our reporting and analysis.

63. Can you help manage aircraft or maritime assets?

Yes. Including flagging, financing, and legal documentation.

64. Do you provide assistance during geopolitical change or crisis?

Yes. We adapt structures and risk exposure based on macro conditions.

65. Do you have a code of ethics?

Yes. Transparency, confidentiality, and integrity are non-negotiable.

66. Do you advise on SPVs?

Yes. We manage creation and administration of SPVs for deals or asset holding.

67. Can you act as executor or protector of a trust?

We do not act directly, but we appoint and oversee licensed professionals.

68. Do you support digital onboarding?

Yes. Secure digital onboarding, reporting, and communication tools are available.

69. Do you offer workshops for families?

Yes. We offer education, governance, investment, and communication workshops.

70. Do you integrate banking, legal, and investment under one roof?

Yes. We orchestrate all aspects of wealth through coordinated management.

71. Can you advise on advanced tax shield structures?

Yes. We work with global tax experts to design compliant strategies using trusts, foundations, holding companies, and residency planning.

72. Do you help prepare a family for a public listing (IPO)?

Yes. We guide pre-IPO readiness, shareholder agreements, wealth preservation post-IPO, and succession strategies.

73. Can you help us build a private bank relationship?

Yes. We facilitate introductions to top-tier private banks aligned with your goals and negotiate terms on your behalf.

74. Do you support wealth transition during major life events (divorce, death)?

Yes. We provide discreet support with legal partners to protect family interests and continuity during sensitive transitions.

75. Can you help our family business transform into a family office?

Yes. We advise business owners on converting liquidity into long-term wealth platforms, including full family office setup.

76. Can you manage art collections or rare assets?

Yes. We handle valuation, authentication, storage, insurance, and estate transfer for art and collectibles.

77. Do you offer strategic philanthropy planning?

Yes. We help design giving programs with impact measurement and intergenerational involvement.

78. Can you handle private credit or direct lending strategies?

Yes. We offer access to private debt funds and bespoke direct lending opportunities.

79. Can you coordinate international insurance solutions?

Yes. Life, keyman, succession, and business insurance can be integrated into your strategy.

80. Can you help navigate cross-border compliance?

Yes. We ensure that your structures, accounts, and entities remain compliant in all relevant jurisdictions.

81. Do you manage risk across asset classes?

Yes. We monitor macro, currency, interest rate, and political risk across real estate, public markets, private equity, and alternatives.

82. Can you help create family governance boards?

Yes. We guide the formation of family councils, boards, voting systems, and charters.

83. Do you help manage digital reputation and privacy?

Yes. We work with cybersecurity and PR partners to protect your family’s digital presence.

84. Can you create income-generating strategies?

Yes. We design portfolios with passive income, cash flow planning, and distribution schedules.

85. Do you offer intergenerational wealth education?

Yes. Tailored curriculums for heirs to understand stewardship, finance, investing, and leadership.

86. Can you help prepare family members for board roles?

Yes. We coach and mentor family members for governance, stewardship, and fiduciary responsibilities.

87. Can you coordinate financial audits?

Yes. We appoint third-party auditors and ensure transparency in all financial structures.

88. Can you manage succession of operating companies?

Yes. We help prepare and appoint next-gen leadership, or explore exits or M&A.

89. Can you help create a family brand or identity?

Yes. We guide families in defining values, mission, and external communication strategy.

90. Can you integrate impact investing into our strategy?

Yes. We curate ESG-aligned opportunities based on your values and long-term goals.

91. Can you help with intellectual property ownership and licensing?

Yes. We coordinate IP structures for patents, trademarks, or copyrights held by the family.

92. Do you manage treasury or cash reserves?

Yes. We optimize liquidity, reserve management, and strategic cash deployment.

93. Can you support corporate trusteeship selection?

Yes. We identify and vet corporate trustees globally, based on your needs and jurisdiction.

94. Do you monitor regulatory changes that affect my wealth?

Yes. We track policy shifts, sanctions, and legal changes that may impact your structure or exposure.

95. Can you help with golden visa or citizenship-by-investment?

Yes. We facilitate access to residence and citizenship planning through vetted programs.

96. Can you provide access to venture studios or incubators?

Yes. We partner with innovation hubs for tech-driven families or early-stage investors.

97. Can you support business continuity planning?

Yes. We plan for founder exit, family business leadership transition, or emergency protocols.

98. Do you use secure digital infrastructure for communication?

Yes. All communication is encrypted and managed through secure portals and private servers.

99. Can you help design incentive schemes for employees or family?

Yes. We build family-aligned compensation, options, or long-term value-sharing mechanisms.

100. Do you have in-house legal and compliance oversight?

Yes. We maintain internal legal and compliance capabilities, and work with Swiss notaries and law firms.

101. Can you help structure intellectual family capital?

Yes. We record and systematize family knowledge, philosophy, and legacy into shareable formats.

102. Can you support NFT or blockchain-based wealth strategies?

Yes. We assist in tokenization, NFT storage, estate planning, and compliance of digital assets.

103. Do you offer risk stress tests or scenario simulations?

Yes. We simulate geopolitical events, market crashes, tax changes, and succession shocks.

104. Can you help evaluate family office software solutions?

Yes. We audit and recommend family office tech stacks and software platforms.

105. Can you organize peer meetings or private family networking?

Yes. We discreetly arrange meetings or roundtables among client families for shared interests or co-investments.