The Wealth Optimisation Specialist At Whitman, we work with wealthy individuals and families to design and implement a personalised wealth management solution that is specifically tailored to their unique needs. Being a specialist in high net worth wealth optimisation, we are capable of providing solution to all types of wealth optimisation challenges faced by wealthy individuals and families in Malaysia. Whitman was established by individuals who believe that in the wealth management service offered by the financial institutions lacks the ability to offer truly independent and tailor-made advice to wealthy individuals and families. Financial products and commissions are driving the wealth management recommendations rather than actual client needs. It is our firm commitment to build an organization whose sole objective is not based on any product sale but focused on listening to our clients and providing professional and objective advice. About WhitmanWhitman, a licensed company by the Securities Commission, Malaysia, is a dynamic organisation with the tradition of working with high net worth individuals in Malaysia since our formation in 2000. Due to the fact that we are privately owned and operated, we offer independent advice that is not influenced by the vested interests of any fund manager, life insurance company, stock-broking firm, bank or other financial institutions. From a background of a consulting sole proprietorship in 1997, Whitman has grown into the first boutique firm to provide multi-client family office service in Malaysia. We deliver these services through a combination of internal resources and partnerships with outside providers. Currently, Whitman is affiliated with Family Office Exchange, Chicago, the world's leading professional firm that provides best practices, benchmarking, research and consulting services on family offices and high net worth wealth management. To date, Whitman's clients include some of the major owners of Main board, Second board, MESDAQ-listed and successful SMI companies. In 2008, Whitman started to extend its services to the individuals and families with less than RM2 million asset worth by introducing Financial Coaching Service. Financial Coaching Service is an advisory service designed to help the clients to optimise their wealth using our proprietary Roadmap to Financial Freedom tool. The Origin of Family OfficeThe concept of Family Office was originated more than 100 years ago in the US by magnificent entrepreneurs like Rockefeller and Carnegie. Due to the overwhelming size of personal wealth, they employed own professionals under Family Office to coordinate the diverse aspects of personal wealth optimisation. The personal wealth was managed with support of professionals under Family Office just like managing a business. It has been proven to be the wiser way to optimise personal wealth since then. Billionaires like Bill Gates, Micheal Dell, Li Ka-Shing and others have now adopted the concept and formed their own Family Office respectively. Privacy PolicyWhitman strongly believes in protecting the confidentiality and security of information we collect about you. Please click here for our privacy policy. |
