Whitman typically serves high net worth clients with a minimum asset worth of RM2 million. However, as of 2008, we expanded our services to include Money Optimization Services for individuals and families with varying asset levels, so you may still be eligible to become a Whitman client. To determine your eligibility, please contact us for personalised assessment.
Our service encompasses the following:
- Family Office service fees range from RM10,000 to RM26,000 per annum, depending on the asset worth of the client and the complexity of the case.
- Money Optimisation service fees range from as low as RM1,800 to RM6,200 per annum, depending on the client’s asset worth.
- Our SRO advisory service is available for a low introductory fee starting from RM954 per year.
At Whitman, we assist you to develop, plan and execute strategies to grow your wealth with high certainty. We help you to monitor the impact of these implementations so that you can make the necessary change if needed. As your advisor, we work diligently to help you capitalise on financial opportunities and avoid critical financial pitfalls. Think of us as a personal coach whose goal it is to help you organise your finances and establish disciplines to satisfy your needs and desires.
Yes. We have strategic alliances with many established financial firms and institutions that enable us to seamlessly access and prescribe a range of products and services tailored to your specific plan.
As a Personalised Wealth Management company, we are free to choose any product and service that best meets your needs and offers the best value for your investment. As a result, our clients do not have to take the trouble to search, select and deal with multiple providers.
We will assign to you a dedicated wealth management practitioner that has advisory experience with the clients similar to your unique background.
Our team will set up an initial meeting with you to understand your current financial situation, your goals and your dreams. Together, we will develop a list of priorities that are important to you in your wealth management. We then analyse all this information and present our findings, recommendations and appropriate strategies for your consideration. Depending on your needs, we can also assist in implementing the strategies on your behalf.
As part of our commitment to your success, we will meet you on a regular basis to monitor and review the plan with you. An assessment will be conducted on the implemented strategies and new ones would be recommended if needed.
We believe that ‘you can’t provide us too much information’. We are interested to learn about your personal goals, values, fears, concerns, past experiences and financial biases.
For the Family Office and Money Optimisation service, we would need to have a big picture overview of your financial situation. Therefore, you will need to furnish us with your assets and liabilities statement and income statement.
You are not required to bring anything to the first meeting. We will share about our service options and processes according to your financial situation. You will then be assessed if we are in a good partnership.
We do not charge for the first meeting.
If you have any concerns or complaints about any unit trust fund, you can contact FIMM at 603-2092 3800 (www.fimm.com.my) or the Investor Affairs & Complaints Department of the Securities Commission at 603-6204 8999.