ABOUT US

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Established in 2002 in Kuala Lumpur, Malaysia, A.D. Family Office is an independent, partner-owned Multi Family Office. We are proud of our team and our global network of dedicated associate business partners, who provide timely and discreet services to our clients.

At A.D. Family Office, we put on our planning instinct of PRESERVATION, while you are busy indulging in your ACCUMULATION activities and together, we would complete your life goals by protecting and preserving your hard earned wealth for many generations.

At A.D. Family Office, we have designed a preparedness system that enables you to identify & master the international proven methodologies to manage your wealth complexities in an evolving & ever changing economic landscape & liberalised market.

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OUR TEAM

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Heads Of Divisions

Alvin Yap
Alvin YapPrincipal Consultant &
Group Managing Director
Alvin YapPrincipal Consultant &
Group Managing Director

Alvin Yap
Alvin Yap is the Principal Consultant and Group Managing Director of A.D. Financial Sdn Bhd (“ADF”) which has established offices in Singapore and Hong Kong to provide consultancy for high net worth clients from Singapore, Indonesia, Vietnam, China and other countries.

Kenneth Poon
Kenneth PoonHead of Advisory Services Team,
Family Office
Kenneth PoonHead of Advisory Services Team,
Family Office

Kenneth Poon
Kenneth Poon (C.A.(M), FCCA(UK), CFP) heads the Family Office Advisory Services team and is a licensed Financial Planner with the Securities Commission of Malaysia.

Alison Tai
Alison TaiHead of Personal and
Corporate Risks
Alison TaiHead of Personal and
Corporate Risks

Alison Tai
Alison is the Executive Director and Head of Personal Life Division and has over 12 years experience in Personal and Corporate Risk Management in the Financial Sector. She is also a licensed practicing Financial Planner by the Securities Commission of Malaysia.

Fennie Lim
Fennie LimHead of Family Office,
Tax & Structuring
Fennie LimHead of Family Office,
Tax & Structuring

Fennie Lim
Fennie heads the Family Office Corporate Advisory Division, with special focus on tax planning for offshore investment structures and is also a licensed Tax Agent approved by the Ministry of Finance Malaysia.

Lynnda Chin
Lynnda ChinSenior Associate Director,
Family Office
Lynnda ChinSenior Associate Director,
Family Office

Lynnda Chin
Lynnda is a Registered Financial Planner licensed with Bank Negara Malaysia & Securities Commission; she has 25 years of experience in the financial services sector.

Hasnor Alina
Hasnor AlinaHead of Islamic, Legal and Compliance,
Family Office
Hasnor AlinaHead of Islamic, Legal and Compliance,
Family Office

Hasnor Alina
Hasnor heads the Islamic, legal and compliance department. She holds double bachelor degrees in laws (LL.B) (Hons) and Syariah laws (LL.B_S) (Hons) and admitted as Advocate & Solicitor (Malaya).

Cheng Poh, Goi
Cheng Poh, GoiAssociate Director, Family Business Compliance,
Transaction & Management Consulting
Cheng Poh, GoiAssociate Director, Family Business Compliance,
Transaction & Management Consulting

Goi Cheng Poh
Mr. Goi Cheng Poh is an Associate Director, Family Business Compliance, Transaction & Management Consulting and his expertise ranges from startups to mature companies. His passion is further expanded in coaching successors for their readiness to take over their family businesses.

Voon Mei, Lai
Voon Mei, LaiHead of Family Governance & Life Coach,
Family Office
Voon Mei, LaiHead of Family Governance & Life Coach,
Family Office

Lai Voon Mei
Voon Mei is a certified life coach and qualified addiction counselor. As the Head of Family Governance, she customises the family governance structure, facilitates communication between family members, walks the process through and provides education for the family.

Sri Ganesh
Sri GaneshHead of Family Business,
Corporate Advisory
Sri GaneshHead of Family Business,
Corporate Advisory

Sri Ganesh
Sri Ganesh has had 10 decorated years in the corporate finance industry and holds a BSc in Theoretical Physics from Imperial College London, an MSc in Theoretical Physics from Cambridge University, an MSc in Financial Economics from Oxford University and an MSc in Mathematics from King’s College London, where he specialised in private equity.

Gerard Tan
Gerard TanHead of Family Office,
Real Estate
Gerard TanHead of Family Office,
Real Estate

Gerard Tan
Gerard Tan holds a B.Sc. (Hons) Mechanical Engineering (The City University, London UK). He has been in the Building and Property industry for 33 years since graduating in 1983.

Jasmine Soh
Jasmine SohAssociate Director,
Family Office
Jasmine SohAssociate Director,
Family Office

Jasmine Soh
Jasmine is an Associate Director and Consultant of A.D. Family Office, handling corporate finance, tax planning, operation management as well as the shareholders’ personal assets and even their personal estate planning.

Rui Ming, Liew
Rui Ming, LiewHead of Operations,
Family Office
Rui Ming, LiewHead of Operations,
Family Office

Liew Rui Ming
Rui Ming has been heading the operation team at A.D. Family Office for the last 7 years and handles assets compilation, complexity of assets and administering the wealth structuring process for both onshore and offshore assets.

Alicia Lee
Alicia LeeHead of Assistant Project Team,
Family Office
Alicia LeeHead of Assistant Project Team,
Family Office

Alicia Lee
Alicia heads the assistant project management (APM) team at A.D. Family Office and her role includes analyzing, identifying and developing the financial position of the family wealth.

If it is worth striving for, It is worth preserving

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