Blue Ocean seeks to act as a trustee and counsel for families and individuals to cover areas such as investment, asset protection, tax, estate, succession planning; building and sustaining multi-generational wealth.Know More
Blue Ocean’s investment advisory process follows a linear flow.
Wealth Preservation Planning (WPP) includes ring fencing, distribution and preservation of family wealth. WPP is for HNIs, families with potentiality of disputes over family wealth, those who would like to provide for their next generation or for succession planning. The key objectives of WPP are:
Estate planning helps to secure and manage one’s estate during a person’s life and after they are gone. It allows you to transfer wealth within your family and decide who will benefit from your estate. It also ensures that your estate is not destroyed by taxes imposed on the transfer of assets after death. We can help you keep track of these assets, monitor them and maintain records. We can also assist in setting up trusts and foundations to act as effective tax planning solutions.
The family office helps manage the financial needs of a family in order to diversify family investments, reduce risks and complexities, ring fence family wealth and support the family’s personal affairs.
Our wealth management philosophy is inspired by the efficient market hypothesis proposed by Harry Markowitz.
We use two types of investment strategies:
Consistent with our strategy, we continue to build portfolios selectively and cautiously while navigating through this volatile environment with a focus on margin of safety and risk adjusted returns.
The way you plan your estate and manage your inheritance is very important if you want to secure your family’s financial future. Inheritance Planning is more than just having a valid will in place, it’s a tailored plan that takes into consideration your assets, financial standing and personal risks. It’s a plan that ensures your assets are structured effectively so that they can be passed on to your chosen beneficiaries, while at the same time eliminating some of the risks and minimising the tax payable to your estate.