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Guest: Alvin Yap, Principal Consultant and Group Managing Director, A.D. Financial Group
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.
Presenter: Roshan Kanesan
Producer: Roshan Kanesan
wealth preservation
wealth accumulation
family office
wealth management
investment strategies
legacy planning
wealth distribution
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11:00, 20 Jan 2025
Guest: Alvin Yap, Principal Consultant and Group Managing Director, A.D. Financial Group
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.
Presenter: Roshan Kanesan
Producer: Roshan Kanesan
wealth preservation
wealth accumulation
family office
wealth management
investment strategies
legacy planning
wealth distribution
Share:
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Recent episodes
0
Latest Stories
Podcasts · Jan 20 · 35 mins
Can We Eliminate #3: The Flu?
Podcasts · Jan 20 · 34 mins
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