family office services.

because each
client is unique.

Eightstone offers a comprehensive service for wealthy individuals and families that goes beyond portfolio management. We are building purposeful long-lasting relationship with you and your families. Adding value comes down to a deep understanding of what your family wants, needs and values most highly, so that we can in fact, create that value.

We partner with you to protect and grow your wealth while preserving it for future generations. We strive to find solutions to the most complex wealth issues, taking into more than purely financial matters.

From designing the ecosystem, renegotiating mortgage and fees with third parties, to constantly monitoring the performance, our customised one-stop solution platform helps families with multigenerational wealth transmission. We continuously monitor changes to local and international regulations and propose necessary adjustments over time, especially at significant moments in your life.

Wealth Architecture

Wealth architecture

Foundation for a successful investment strategy

  • Wealth diagnostic
  • Wealth structuring
  • Financial strategy
  • Succession planning
  • Property acquisition
  • Lending solutions
  • Tax & legal issues
  • International relocation

Asset Servicing

Asset servicing

Operational platform to monitor and control your assets

  • Bank fee negotiation
  • Account opening
  • Global reporting
  • White labelling Fund & services
  • Private Equity solutions

Portfolio Strategy Service

Portfolio strategy services

Solutions for a multi-generational wealth transmission

  • Global reporting
  • Asset consolidation
  • Risk Management

Open Architecture

Open architecture

Solutions for a diversified banking allocation

Tier-1 custodian banks in Singapore, Switzerland and United States.

because your wealth
must be talented.

Wealth structuring is necessary to grow, preserve and protect your wealth and pass it to your heirs in a tax-efficient manner in accordance with your wishes.

We assist international families by bringing together tax planning, wealth protection, estate planning, and succession planning. We design a robust governance framework and investment policy planning with a global perspective.

the Singapore factor.

The Monetary Authority of Singapore (MAS) offers attractive incentives for private funds / family offices wishing to establish a presence in Singapore.

Provided some conditions are met, the scheme grants investment funds with assets under management above SGD50m and managed by a Singapore licensed asset manager a tax exemption on both capital gains and income for the life of the fund.

The advantages of Singapore’s 13U incentive scheme include:

  • 0% tax on fund’s income and capital gain
  • Certainty of taxation for the life of the fund
  • Fulfills substance requirements
  • Singapore has signed Double Taxation Agreements (DTAs) with more than 70 countries
  • Tier-1 financial centre and AAA rated country

As a licensed fund manager, Eightstone Oclaner can manage the investment vehicle and apply on your behalf for the 13U Incentive Scheme.

because you need a 360-degree view of your wealth.

Our reporting system allows clients who have accounts in multiple banks to obtain a consolidated overview of their total portfolio.

This highly customised service is not only essential for risk-monitoring purposes but also to gain a clear view of costs breakdowns, control bank fees, assess wealth managers’ performance and to monitor the optimal asset allocation of the overall family wealth.

because less
is more.

Our team of seasoned professionals in Singapore and Geneva, will discreetly accompany your every need. Our administrative services cover family record keeping, estate management, personal assistance, IT solutions and much more.