Your Trusted Partner in Preserving Family Wealth & Legacy.

It’s challenging to protect, manage, and grow significant family wealth. JCAS is here to help.

Family fortunes bring opportunity, but also complex challenges, in today’s international and modern environment. Wealth spread across countries presents political, legal, tax and other considerations.

Retaining control of the various components needs dedicated resources to direct and manage its distribution, preservation, and growth, while taking into account the various wishes of family members.

Why us?

JCAS group are experts in family and investment governance at scale. We’re experienced with helping families of all sizes articulate and balance the needs of all the stakeholders.

With our group’s 100 staff in 6 offices across Asia and Greater China, and 30 years of experience in the fields of accounting, corporate formation, audit, tax, trust, fund management and consulting, we are ideally placed to support you.

From solutions that complement your existing family office approach, or providing complete administration, JCAS will tailor a bespoke menu of services to meet your requirements.


The five P’s as reasons and guidelines in setting up your family office:



A family office is tailor-made and for one client and family. You have your unique family story and you need your own guideline.


A family office allows a family to have all personal information in one secure place and accessible by only a limited number of people.

The family office can therefore serve as the guardian and gatekeeper of the privacy of the family.


As family wealth is spread over many family members of different generations with different needs, there is a need for a balance between wealth creation on the one hand and the financial needs of family members.

The structure for control and succession must be laid out to protect Prosperity of each class of beneficiaries whilst laying down the guidelines on investment classes and allocations.


Family wealth should be passed down based on a set of guidelines as to whom, when and how much with clarity.

The family office can help define family purpose and rules for investments and incentives, therefore support in creating a healthy legacy.

Stress tests must be in place to protect against investment and political environment so that the family wealth can perpetuate.


Families must manage their wealth professionally with a dedicated team with reporting guidelines and with experts addressing tax compliance and wealth tax safely and efficiently.

Corporate Governance must be in place to ensure ethics, to safeguard family benefits from conflicts of interests, to provide checks and balances.
Regular Reporting to family members is crucial.

As family wealth and family businesses are international, global professionalism is key