A.D. Family Office

Overview

A.D. states that its business was established in 2002 in Kuala Lumpur, Malaysia, and operates as an independent multi family office.¹ The firm describes its client base as ultra high net worth clients.¹ Its stated network covers Malaysia, Singapore, Hong Kong and Australia.¹

A.D. Financial Sdn. Bhd. is identified as a Malaysian entity and regional head office.¹ A.D. Capital Holdings Sdn. Bhd. is listed as its parent holding company.¹ The policy also identifies A.D. Family Office Sdn. Bhd., A.D. Family Office Assets Sdn. Bhd., A.D. Family Office RE Sdn. Bhd. and A.D. Corporate Solutions Sdn. Bhd. as related entities.¹ The policy states that the holding company and operating entities are separate legal entities.¹

History

The privacy policy records establishment in 2002 in Kuala Lumpur.¹ The firm’s About Us page describes A.D. Financial Group as founded in 2003 in Kuala Lumpur.² Because these published dates differ, the current founding year is not established by the available sources.

Timeline

1. 2002states that its business was established in 2002 in Kuala Lumpur, Malaysia, and operates as an independent multi family office.
2. 2003Financial Group as founded in 2003 in Kuala Lumpur.

Leadership

Alvin Yap is identified as Principal Consultant and Managing Director of A.D. Financial Sdn. Bhd.³ The firm describes his practice as multi family office advisory for high net worth individuals, with a focus on structuring complex wealth matters and business succession planning.³

Kenneth Poon heads the Family Office Advisory Services team.³ The firm describes him as an ACCA fellow chartered accountant, a Malaysian Institute of Accountants registered accountant, a qualified CFP and a financial planner licensed by Malaysia’s Securities Commission.³

Services

The Family Office Advisory Services team provides wealth and trust structuring, succession planning, family governance and family office administrative services.³ The broader family office offering includes wealth holding structures, administration of complex wealth, asset consolidation, investment strategy management, philanthropy, tax and legal services, trusteeship or protectorship and risk management.⁴

A.D. describes family governance as educating Asian family members, facilitating communication, resolving problems and aligning family and business interests.⁵ Its process includes individual family member meetings, preparation of a draft for deliberation and development of a signed Family Constitution.⁶

Tax and structuring work includes tax efficient family office structures, investment ownership through partnerships or trusts, assessment of tax effects on investments and creation of trusts or similar vehicles.⁷ Investment services include investment policy design, investment committee coordination, consolidated strategies, benchmarks and restrictions based on family decisions.⁸ The firm also offers an Outsourced Chief Investment Officer model for portfolio oversight, decision making and investment cost management.⁸

Private equity advisory focuses predominantly on direct investments in target companies and includes investee monitoring, voting rights advice, reporting and capital call handling.⁸ Family business services cover business strategy, finance, human resources, statutory compliance, business setup advisory, accounting service advisory, financial and operational resilience, MFRS advisory and bank loan finance consultancy.⁹ Real estate services include facility management and buying, selling and development of commercial and residential property.¹⁰

What the firm offers

• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client focus

A.D. says it serves ultra high net worth clients.¹ Its advisory work addresses family wealth, succession planning, family governance, family businesses and family office administration.³⁴⁹

Investment philosophy and approach

The firm says its family office process gives preservation priority, followed by accumulation and then distribution within a generational wealth strategy.¹¹ Investment policies, committees, consolidated strategies, benchmarks and restrictions are described as being based on family decisions.⁸

FAQs

Related resources

• LocationMultifamily offices in Malaysia

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• Network siteFamilyOffices.com

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• GuideQuestions to ask a multifamily office

  This question guide helps a family owner prepare for an introductory conversation with a multifamily office. Topics such as fees, decision authority, reporting, confidentiality, tax coordination, trust services, insurance, and bill pay can make it easier to compare firms serving ultra high net worth clients.

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  Specialized multifamily offices may focus on particular regions, family situations, or service needs. Reviewing this page can help an Asian family or business owner consider whether its priorities, such as philanthropy, fiduciary arrangements, family governance, risk planning, or alternative investments, call for a focused provider.

Sources

1. accessed 2026-10-23
2. accessed 2026-10-23
3. accessed 2026-10-23
4. accessed 2026-10-23
5. accessed 2026-10-23
6. accessed 2026-10-23
7. accessed 2026-10-23
8. accessed 2026-10-23
9. accessed 2026-10-23
10. accessed 2026-10-23
11. accessed 2026-10-23

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.