WEALTH IS NOT JUST A NUMBERS
BUT EXPRESSIONS OF VALUE
At AlphaOne, we believe wealth is more than numbers on a page — it is the expression of your values, your ambitions, and the future you envision for those you care about. Our role is to bring clarity to complexity, helping you navigate wealth planning decisions with confidence and purpose. We listen deeply, understand what truly matters to you, and translate your goals into thoughtful, well-structured strategies that support your life today and the legacy you wish to leave tomorrow. Every plan we create is designed to grow with you, adapting as life unfolds. With guidance rooted in integrity and experience, we provide not just advice — but direction, reassurance, and partnership. Your future deserves clarity. Your decisions deserve confidence. And you deserve a team that stands with you at every step. That’s AlphaOne.
alphaone services.
ALPHAONE SERVICES:
ESTATE PLANNING (WILL DRAFTING SERVICES)
Our Estate Planning and Will Drafting services provide individuals and families with legally sound, personalized instruments to ensure the smooth and efficient distribution of assets. We focus on clarity, compliance, and enforceability to minimize disputes and delays in estate administration. Each Will is drafted with precision and aligned with the client’s intentions, ensuring their wishes are carried out seamlessly under Malaysian succession laws.
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ESTATE PLANNING (WILL DRAFTING SERVICES)
Our Estate Planning and Will Drafting services provide individuals and families with legally sound, personalized instruments to ensure the smooth and efficient distribution of assets. We focus on clarity, compliance, and enforceability to minimize disputes and delays in estate administration. Each Will is drafted with precision and aligned with the client’s intentions, ensuring their wishes are carried out seamlessly under Malaysian succession laws.
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WILL'S EXECUTOR (CORPORATE EXECUTOR)
As a Corporate Executor, we serve as an impartial and professional fiduciary to administer estates with transparency, diligence, and care. From asset collection and debt settlement to the final distribution to beneficiaries, we ensure all estate matters are handled in accordance with the Will, the Grant of Probate, and relevant legal requirements. Our role provides peace of mind to families, ensuring estates are managed efficiently and free from conflicts of interest.
ALPHAONE SERVICES:
WEALTH PLANNING
Your wealth management deserves clarity and structure. Our wealth planning process begins by understanding your goals, obligations, and priorities — from day-to-day stability to long-term aspirations. We help you organize your wealth landscape, make informed decisions, and move forward with a plan that aligns your wealth to your values and future. It’s not just about growth — it’s about direction, balance, and confidence.
ALPHAONE SERVICES:
WILL'S EXECUTOR (CORPORATE EXECUTOR)
As a Corporate Executor, we serve as an impartial and professional fiduciary to administer estates with transparency, diligence, and care. From asset collection and debt settlement to the final distribution to beneficiaries, we ensure all estate matters are handled in accordance with the Will, the Grant of Probate, and relevant legal requirements. Our role provides peace of mind to families, ensuring estates are managed efficiently and free from conflicts of interest.
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Trust Planning Consultation
Your wealth management planning deserves clarity and structure. Our wealth planning process begins by understanding your goals, obligations, and priorities — from day-to-day stability to long-term aspirations. We help you organize your wealth landscape, make informed decisions, and move forward with a plan that aligns your wealth to your values and future. It’s not just about growth — it’s about direction, balance, and confidence.
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CUSTODIAL / ESCROW SERVICES
We offer Custodial and Escrow services to safeguard client assets, funds, and documents throughout various transactions or financial arrangements. Acting as an independent and neutral third party, we hold and disburse assets only upon fulfilment of pre-agreed conditions, ensuring accountability, transparency, and compliance with regulatory standards. Our custodial framework enhances transaction security for both local and cross-border dealings.
ALPHAONE SERVICES:
CUSTODIAL / ESCROW AGENT SERVICES
We offer Custodial and Escrow Agent services to safeguard client assets, funds, and documents throughout various transactions or financial arrangements. Acting as an independent and neutral third party, we hold and disburse assets only upon fulfilment of pre-agreed conditions, ensuring accountability, transparency, and compliance with regulatory standards. Our custodial framework enhances transaction security for both local and cross-border dealings.
ALPHAONE SERVICES:
Trust Planning Consultation
Your wealth management planning deserves clarity and structure. Our wealth planning process begins by understanding your goals, obligations, and priorities — from day-to-day stability to long-term aspirations. We help you organize your wealth landscape, make informed decisions, and move forward with a plan that aligns your wealth to your values and future. It’s not just about growth — it’s about direction, balance, and confidence.
ALPHAONE SERVICES:
PRIVATE / FAMILY TRUST
Our Private/Family Trust solutions enable clients to preserve and manage wealth for current and future generations. Each trust is structured according to the client’s objectives, whether for inheritance management, asset protection, tax efficiency, or family governance. We act as trustee to ensure that trust assets are administered prudently, in compliance with all the relevant laws, and aligned with the settlor’s long-term vision.
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WEALTH PLANNING
Your wealth management deserves clarity and structure. Our wealth planning process begins by understanding your goals, obligations, and priorities — from day-to-day stability to long-term aspirations. We help you organize your wealth landscape, make informed decisions, and move forward with a plan that aligns your wealth to your values and future. It’s not just about growth — it’s about direction, balance, and confidence.
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PRIVATE / FAMILY TRUST
Our Private/Family Trust solutions enable clients to preserve and manage wealth for current and future generations. Each trust is structured according to the client’s objectives, whether for inheritance management, asset protection, tax efficiency, or family governance. We act as trustee to ensure that trust assets are administered prudently, in compliance with all the relevant laws, and aligned with the settlor’s long-term vision.
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SUCCESSION PLANNING
We provide strategic succession planning services to ensure the seamless transfer of family and business wealth across generations. Our approach integrates legal, financial, and tax perspectives to create robust frameworks that minimize disputes and preserve harmony among stakeholders. Whether involving corporate shareholding, property portfolios, or multi-jurisdictional assets, we help clients maintain continuity and control over their legacy with strategic foresight and governance discipline.
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FAMILY OFFICE
Alphaone Wealth Advisory provides end-to-end Family Office Advisory services designed for families seeking long-term control, clarity, and continuity over their wealth. Leveraging Malaysia’s robust regulatory framework, favourable tax incentives, and the Johor–Singapore strategic corridor, we guide families in establishing and managing Single Family Office structures that centralise investment oversight, succession planning, governance, and reporting. From structuring the family office vehicle and coordinating professional advisors to ensuring regulatory compliance, substance requirements, and cross-border efficiency, Alphaone acts as the trusted steward of your family’s financial affairs — enabling wealth to be preserved, professionally managed, and transferred smoothly across generations with confidence and peace of mind
ALPHAONE SERVICES:
SUCCESSION PLANNING
We provide strategic succession planning services to ensure the seamless transfer of family and business wealth across generations. Our approach integrates legal, financial, and tax perspectives to create robust frameworks that minimize disputes and preserve harmony among stakeholders. Whether involving corporate shareholding, property portfolios, or multi-jurisdictional assets, we help clients maintain continuity and control over their legacy with strategic foresight and governance discipline.
ALPHAONE SERVICES:
FAMILY OFFICE
Alphaone Wealth Advisory provides end-to-end Family Office Advisory services designed for families seeking long-term control, clarity, and continuity over their wealth. Leveraging Malaysia’s robust regulatory framework, favourable tax incentives, and the Johor–Singapore strategic corridor, we guide families in establishing and managing Single Family Office structures that centralise investment oversight, succession planning, governance, and reporting. From structuring the family office vehicle and coordinating professional advisors to ensuring regulatory compliance, substance requirements, and cross-border efficiency, Alphaone acts as the trusted steward of your family’s financial affairs — enabling wealth to be preserved, professionally managed, and transferred smoothly across generations with confidence and peace of mind
A Strategic Gateway for Legacy,
Control & Cross-Border Wealth
The Malaysia Single Family Office (SFO) Scheme is a structured framework introduced by the Securities Commission Malaysia to attract ultra-high-net-worth families to establish professionally governed family offices in Malaysia, particularly within the Forest City Special Financial Zone (FC SFZ) in Johor. The scheme allows a family to set up two key entities: a Single Family Office Vehicle (SFOV) to hold family assets and investments, and a Single Family Office Management Company (SFO MC) to manage those assets. These entities are wholly owned by members of a single family and are exempt from capital market licensing, provided services are rendered only to related family entities. The initiative offers significant tax incentives, including a 0% concessionary tax rate on investment income for up to 10 years (with a possible 10-year extension), one-off exemptions on stamp duty and capital gains tax for qualifying asset transfers, and flexibility for foreign currency investments and offshore borrowing. To ensure substance and governance, the scheme requires minimum assets under management, local employment, physical office presence in Forest City, and annual local operating expenditure
HOW THIS BENEFITS YOU?
tax efficiency, cross-border flexibility, and regulatory certainty
The Johor and Forest City framework allows Alphaone clients to benefit for families with assets and interests spanning Malaysia, Singapore, and international markets. The ability to invest globally without restrictive foreign exchange limits, combined with favourable tax treatment, enhances long-term wealth preservation and compounding. Most importantly, Alphaone customers gain peace of mind.