Our Services

Whitman offers comprehensive and reliable financial services to help you achieve your goals and secure a stable financial future

8 Areas of Holistic Wealth Management

How many areas of holistic wealth management do you currently take into consideration to grow your wealth?

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Investment Planning & Management

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Risk Management & Insurance

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Children’s Tertiary Education Planning

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Retirement Planning

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Asset Protection

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Estate Planning

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Debt & Loan Management

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Tax Planning

Family Office Service

As wealth grows, so does complexity.

We are the first to introduce a service called ‘Multi-Client Family Office’ in Malaysia. It is based on a similar concept called ‘Family Office’, which originated in the US over a hundred years ago. Entrepreneurs such as Rockefeller and Carnegie, whose personal wealth threatened to overwhelm them, employed their own professionals to coordinate and optimise their personal wealth.

Whitman’s Family Office is a fully integrated, and personalised service designed for affluent individuals and families with a net worth exceeding RM 20 million.

We identify your unique needs and develop a strategic plan for your personal wealth. We then bring together a consortium of specialists, experts in their respective fields, collaboratively execute a strategic plan with the aim of preserving, growing, and strategically manage your wealth for the benefit of both current and future generation of your family.

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Money Optimisation Service

Know where you are now to get to where you want to be.

Modeled after the prestigious Family Office, MOS is Whitman’s personalised wealth management service serving middle-class clients with net assets ranging from RM 2 million to 20 million.

We will work closely with you to grow your personal wealth with high certainty using a holistic approach.

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SmartReturn Optimisation Service

Unlock Your Investment’s Full Potential.

SRO service is designed to review and improve the returns of your entire investment portfolio without taking on additional risks. Whether it’s unit trusts, bonds, stocks, cryptocurrencies, or properties, we help you navigate the complex world of investments to ensure every part of your wealth grows.

As a result, you can make sure that every part of your wealth can grow well with high certainty.

Our SRO advisory service is available for a low introductory fee starting from RM954 per year.

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Connect With Us

Reach out to us by answering a few questions about yourself and your financial outlook.

Schedule a Consultation
Schedule a Consultation

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Tell Us Your Goals

Help us understand your needs and desires for a better insight into your financial situation.

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