Organise
Understand what the family owns, how it is structured and where the risks sit.
GROWEALTHFAMILY WEALTH ADVISORYFamily wealth continuity for business-owning families
Family Office:
Where Wealth Endures,
Legacies Flourish &
Family Harmony Thrives.
We help Malaysian business-owning families coordinate wealth, business interests, investments and succession across generations.
Independent ThinkingHolistic PlanningLegacy Building
Who we serve
For families whose wealth has become more complex than any single solution.
Our focus is Malaysian founders and business-owning families with meaningful wealth—often concentrated across a company, property and investments—who want clarity before a transition becomes urgent.
The right fit is not defined by wealth alone. It is defined by the need to coordinate family, ownership, control and long-term purpose.
Our approach
Family-office thinking.
Without unnecessary complexity.
We create a shared map, establish priorities and coordinate the right professionals around one family strategy.
Prepare
Establish governance, liquidity, succession and next-generation readiness.
Coordinate
Align legal, trust, tax and investment professionals around agreed priorities.
Steward
Review the plan as the family, business and external environment evolve.
Core advisory scope
One strategy. The right specialists.
We act as the strategic coordinator—not as a substitute for your lawyer, tax adviser, trustee or investment manager.
Family Wealth Diagnostic
See the full picture: ownership, family, liquidity, documents, advisers and the risks between them.
Succession & Continuity
Clarify ownership, leadership, family roles and the decisions that cannot be postponed indefinitely.
Estate & Structure Coordination
Align wills, trusts, holding structures and professional advisers around one coherent family intention.
Investment Office Advisory
Bring discipline to liquidity, allocation, managers, reporting and the evaluation of financial providers.
“The greatest risk is rarely one missing product. It is the contradiction between the family’s intentions, ownership, documents and decisions.”
Principal adviser
Jarvic Lau, CFP®
Jarvic has worked in financial services since 2004. His experience spans holistic financial planning, family office advisory, investment, debt, protection, retirement and estate-planning coordination.
Professional qualifications & memberships
- PCEIA & CEILLI — AII, obtained in 2004
- UTC — FIMM, since 2005
- Associate RFP — MFPC, since 2010
- Certified Financial Planner — FPAM, since 2015
- HRD Corp Accredited Trainer — HRDC, since 2025
- STEP Affiliate Member — STEP, since 2026
Professional experience
- Financial services — since 2004
- Mortgage reduction strategies — since 2008
- Estate-planning advisory — since 2011
- Family-office advisory — since 2013
- Investment portfolio advisory — since 2015
Previous regulatory experience
Former FAR (BNM) & CMSRL (SC) holder — 2017–2025.
Regulated services, where required, are provided or arranged through appropriately licensed parties.
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Start with a conversation, not a product.
A confidential introductory conversation helps us understand your priorities, identify where coordination is needed and decide whether our approach is suitable.