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English (GB)

Our Clients

Our company was founded in 2011 in the up-and-coming financial marketplace of Singapore.

Our task and mission is to structure and manage the assets of private investors with our team of proven experts. We provide you with all the services required in this context “from a single source”.

Our core services, from investment management to a range of other services, from education and training to ensuring best practices in family governance, are described in detail on the following pages.

10 : Average number of people working

As subsequent generations evolve, the number of family members served by the SFO increases. This may lead to challenges in managing the breadth of services required and the eventual creation of yet another SFO for certain family members. By contrast, the multi-family office (MFO) typically originates as a commercial concept with the aim of supporting multiple families who are likely unrelated. They tend to offer bundled services to clients and operate as a profit-oriented financial service provider. While there is no exact figure that captures the prevalence of family offices in the world today, the number of SFOs alone was estimated at more than 7,300 in 2019. The exponential growth of the past few years can be attributed to an explosion in global wealth, which is increasingly concentrated among very wealthy families who need to plan for the transfer of wealth to the next generation.

Family offices date back to the sixth century, when the responsibility for managing royal wealth fell to the king’s steward. In the modern era, the stewardship concept evolved into the family office as we know it today. In 1882, John D. Rockefeller Sr. established the Rockefeller Family Office, which was the first family office in the US and still exists, now serving other families as well.

6 : Average number of family members supported by a single family office

Family office basics

A family office generally provides services tailored to the needs and objectives of the family for which it is established. While there are different kinds of family offices, they tend to be family-owned organizations that manage the family’s private wealth and affairs. With the progressive growth of the family tree – upon the birth of children and grandchildren, and the addition of in-laws – and an increase in the complexity of the family’s asset base, families usually professionalize their private wealth management by setting up single family offices (SFOs).

The Evolution of Family Offices

2 : Average number of generations of the family supported by a single family office

Types of Family Offices we advise

Embedded family office (EFO)

An EFO is usually an informal structure that exists within the family-owned business. As the family considers private assets to be part of the family business, they entrust their private wealth management to reliable and loyal employees of the family business. In many cases, the chief financial officer (CFO) of the family business and other finance team members manage family office duties. They report to the chief executive officer (CEO), who operates the family business, and the family owners of the private assets.

Single family office (SFO)

An SFO is a separate legal entity serving one family only. The family owns and controls the office, which provides dedicated, tailored services in line with the needs of the family members. Typically, a fully functional SFO will be involved in all or part of the investments, fiduciary trusts, and estate management of a family. Many will also have a concierge function to take care of the family’s private needs, such as conflict mediation, education, and philanthropy

Multi-family office (MFO)

An MFO manages the financial affairs of multiple families that are usually not related to each other. Like a single family office, an MFO may also manage the fiduciary trusts and estate business of multiple families as well as their investments. Some will also provide concierge services. Most MFOs are commercial as they sell their services to other families. Very few are private MFOs, which are exclusive to several families and not open to others. While there are exceptions, it is rare for an SFO to evolve into an MFO over time. This is due to their differing fundamental objectives: to provide tailored services exclusively to one family (as an SFO) or to offer bundled services to several families in a scalable, commercially oriented way (as an MFO).

Asset Allocation and Portfolio Diversification

Asset Allocation in Total

Strategic Asset Allocation varies by Region

Regional Differences and Preferences of our Clients

Short and medium term Concerns of our Clients

Geopolitics is the main risk over the short and medium term

Risks over the next 12 months and five years

1. Company Information

This website is operated by GLOBAL GRD PTE. LTD., a company registered in Singapore with the following details:

Company Name: GLOBAL GRD PTE. LTD.
Address: 10 ANSON ROAD #09-14 INTERNATIONAL PLAZA - SINGAPORE (079903)
Email: topmail@global-grd-management.top
Company Registration Number: 201113539D

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GLOBAL GRD PTE. LTD.
10 ANSON ROAD #09-14 INTERNATIONAL PLAZA - SINGAPORE (079903)
Email: topmail@global-grd-management.top