When Is A Family Office Right For You?

Alvin Yap, Principal Consultant and Group Managing Director, A.D. Financial Group

20-Jan-25 11:00

Pause
Embed

Family wealth preservation, accumulation, and distribution are the three core focuses of a family office. But what exactly is a family office, why do wealthy families use it, and when should an entrepreneur consider one?

In this episode of P&L, we sit down with Alvin Yap, Principal Consultant and Group Managing Director of A.D. Financial Group, to discuss the rise of family offices and their role in both wealth and family management.

From single-family setups to multi-family offices managing billions in assets, these specialised entities are transforming how high-net-worth individuals preserve, grow, and eventually transfer their wealth.

Whether you’re an investor interested in capital deployment or a business leader looking to align with family office values, this conversation offers valuable insights.

Discover how family offices differ from other investment vehicles, how they balance legacy preservation with pursuing high-growth opportunities, and what the inner workings of these influential institutions look like in practice.

Produced by: Roshan Kanesan

Presented by: Roshan Kanesan

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: markets, managing, Family/Parenting, entrepreneurs, financial wellness

Tags: wealth preservation, wealth accumulation, family office, wealth management, investment strategies, legacy planning, wealth distribution,

Today’s Shows

7:00 AM

World Market Watch

Song Seng Wun of CGS International Securities | Dovish or hawkish? Over or underweight? Bull or Bear? We speak to local and foreign analysts to find out how the different asset classes and markets react to the latest news, results and even geopolitical events.

7:15 AM

Morning Brief

A recap of global and local headlines in today's papers and portals.

7:30 AM

Morning Brief

After facing years of deflation, the Japan equity markets had a good return last year, up 20% and even hit a new high after 35 years. But can this rally sustain in 2025 especially since there remains so much uncertainty over President Donald Trump’s economic policy and a softer Japanese domestic economy. We speak to Ken Nagano, Senior Portfolio Manager at Nomura Asset Management to find out.

7:45 AM

Morning Brief

With his second-term inauguration, President Donald Trump wasted no time in implementing major changes to U.S. policy. He focused on reversing many of President Joe Biden’s initiatives, from addressing inflation and energy production to tighter immigration policies. John Zogby, Founder of John Zogby Strategies shares his insights into how these changes could shape the future of the U.S.

8:00 AM

The Breakfast Grille

It’s that time of year again for our Bi-Annual Market Outlook on regional equities. 2025 is expected to be a volatile year, with escalating tensions between the world’s two largest economies. Anand Pathmakanthan, Head of Regional Equity Research at Maybank Investment Banking Group, and Patrick Chang, Chief Investment Officer for Affluent Products and Propositions at CIMB Bank Berhad, join our panel to answer the tough question of how to navigate the anticipated turbulent times and offer some ideas for bottom fishing in the region.

8:30 AM

Morning Brief

Although the privatisation of airport operator Malaysia Airports Holdings Bhd (MAHB) has encountered several delays, including lowering the level of acceptable from 90 to 85%. But will the privatisation of MAHB improve the operational performance and connectivity of airports in the country. We’ll be speaking with Khair Mirza, Head of Airport Investor Resources at Modalis Infrastructure Partners Inc., about the current standards of Malaysian airports and what this takeover deal could help address.

8:45 AM

Morning Brief

Unemployment and underemployment among graduates in Malaysia is on the rise, with many highly qualified individuals struggling to secure jobs that match their skills. While government initiatives like MyMahir aim to bridge the gap, questions remain about the preparedness of graduates for the workforce. We’ll be speaking to Wan Amirah Wan Usamah of the Khazanah Research Institute to explore whether current efforts are enough to address the growing skills mismatch, and to discuss how industry, education, and policy must adapt to ensure a stronger, more sustainable workforce.

9:00 AM

Opening Bell

An update on local and international capital markets, including a look at how Bursa Malaysia begins the trading day. We speak with local and foreign analysts to find out how different asset classes and markets react to the latest news, results, and geopolitical events.

9:15 AM

Opening Bell

(REPEAT) Song Seng Wun of CGS International Securities | An update on local and international capital markets, including a look at how Bursa Malaysia begins the trading day. We speak with local and foreign analysts to find out how different asset classes and markets react to the latest news, results, and geopolitical events.

9:35 AM

The Property Show

It’s that time of the year again, where we take a look at the feng shui for the property sector. In this special episode, Natalie Tan will be speaking with Master Kenny Hoo, Founder and Chief Researcher of Good Feng Shui Group about what the predictions are for real estate in the year of the Snake. And answer some of your questions on how to spruce up your luck at home.

10:05 AM

Open For Business

Revolutionising the Collectibles Market with Collektr

11:00 AM

The Workplace

You’re In Charge Now, Here’s How Not To Mess It Up; Dr Michael Toh, Commercial Strategy Coach, Certified ICF and NLP Coach

12:00 PM

Enterprise Explores

Gary Bowerman, Co-Founder of High-Yield Tourism, and Christyna Fong, Creative Director at The Chariot Agency

1:00 PM

The Breakfast Grille Repeat

2:05 PM

Discovery Hour

By The Book: Bibliography - Roald Dahl (REPEAT)

3:05 PM

Earth Matters

Tackling Greenwashing in Southeast Asia; Adam Farhan, Director, RimbaWatch

4:05 PM

Health & Living

NCD Chronicles #25: Living with Type 1 Diabetes (Part 1); Nazril Hadani, Living with Type 1 Diabetes | Prof Dr Muhammad Yazid Jalaludin, Consultant Paediatric Endocrinologist

5:00 PM

Top 5 at 5

6:00 PM

Good Things

Sustainable Tourism, Indigenous Empowerment; Daniel Teoh, Founder, Native Discovery

7:00 PM

Made in Malaysia

A Deep Dive into Yee Sang; Nicholas Ng, Founder, Food for Thought

8:00 PM

Cruise Control

Daniel Fernandez, Managing Editor, dsf.my

9:00 PM

The Pulse

PROGRAMMES