Our Personal & Family Trust Solutions combine expert guidance and customized strategies to protect your wealth, ensure smooth asset transfers, and help your family plan confidently for the future.
From drafting legally sound Wills to managing estate administration, we guide you through every step to safeguard your wishes and ease the burden on your family.
DAB provides legally robust will-writing services integrated with trust structures to ensure seamless wealth transfer. We help clients avoid common pitfalls in DIY wills, such as ambiguous clauses and tax inefficiencies, through solutions like testamentary trusts that safeguard assets for minors or special-needs beneficiaries, and Shariah-compliant wills that are valid under both civil and Syariah courts in collaboration with Islamic wealth experts.
Tailored solutions for wealth management, succession planning, and multi-generational asset protection.
We provide comprehensive multi-generational planning to help families preserve and grow wealth across generations. Our Dynastic Trusts offer perpetual structures (up to 100 years under Malaysian law) with staggered distributions, ensuring that assets are carefully managed and allocated according to each generation's needs. For clients seeking to leave a lasting social impact, our Charitable Trusts facilitate wakaf or CSR-linked legacies, allowing families to support charitable causes while maintaining strategic control over their philanthropic contributions.
We offer tailored trust and fiduciary services for corporations and institutions, ensuring secure asset management, regulatory compliance, and streamlined governance for complex financial structures.
We act as independent trustees for debt instruments, safeguarding investors' interests, ensuring compliance with terms, and managing distributions efficiently.
We act as independent trustees for Sukuk and bond issuances, ensuring full compliance with Securities Commission guidelines while safeguarding investors' interests. Additionally, we manage escrow accounts for mergers and acquisitions, securely holding purchase funds and releasing them only when all contractual conditions are satisfied, providing both parties with transparency, accountability, and peace of mind throughout the transaction.
We establish and manage trusts that hold and administer employee benefits, such as stock options or retirement funds, ensuring compliance, transparency, and long-term security for both the company and its employees.
We help SMEs attract and retain top talent by setting up tailored trust structures. Executive Incentive Trusts allow companies to offer deferred compensation linked to KPIs, motivating high performance, while Pension Scheme Trusteeship provides outsourced management for EPF-exempt retirement plans, ensuring compliance, transparency, and long-term security for employees.
We create bankruptcy-remote trust structures to isolate financial and legal risks in real estate and project finance.
Our SPV solutions are designed to isolate risks in real estate and project finance through bankruptcy-remote trust structures. By legally separating the assets and liabilities of a project from the parent company, these vehicles protect investors and lenders from potential financial or operational risks. SPVs also facilitate clearer accounting, simplify regulatory compliance, and enhance creditworthiness, making it easier to raise funding while ensuring that project-specific risks do not spill over to the parent organization or other stakeholders. This structure is particularly effective for complex developments, joint ventures, and high-value infrastructure projects, providing transparency, security, and operational efficiency throughout the project lifecycle.
We combine insurance-linked trusts and tailored investment strategies to provide efficient, tax-optimized wealth transfer and growth for high-net-worth individuals.
Using life insurance within trust structures to ensure smooth, tax-efficient wealth transfer and asset protection.
Leveraging strategic partnerships with Prudential and AIA through Ms. Wong Han Ming networks, we structure insurance policies as trust assets to bypass probate delays and ensure smooth wealth transfer. Our offerings include Private Placement Life Insurance (PPLI) for tax-efficient offshore wrappers, tailored for high-net-worth individuals. Additionally, we integrate investment advisory services, curating portfolios of Bank Negara Malaysia approved assets, such as REITs and private equity, to maximize growth and risk-adjusted returns within the trust framework.