Perencanaan Kekayaan

APA YANG KITA LAKUKAN

Menjaga aset dan mempersiapkan generasi mendatang dengan penataan yang cerdas

Kami membantu individu, keluarga, dan pemilik bisnis melindungi apa yang telah mereka bangun – dengan strategi matang yang memastikan aset terpelihara, ditransfer dengan lancar, dan selaras dengan tujuan jangka panjang.

Cakupan menyeluruh

Layanan perencanaan kekayaan kami membahas penataan aset saat ini dan perencanaan yang cermat atas distribusi aset di masa depan.

Dari ekspatriat dengan aset multi-yurisdiksi hingga wirausahawan Indonesia yang merencanakan suksesi...

Penataan Aset

Kami membantu mengkonsolidasi dan mengamankan kepemilikan Anda...

Estate Planning

We design clear, legally enforceable estate strategies...

WHY CHOOSE US

Whether you’re safeguarding assets or planning how they will be transferred, we help you structure wealth with clarity, protection, and long-term continuity.

01

Structuring With Purpose
We design asset frameworks that protect ownership, reduce risk, and support your family or business legacy.

02

Independent & Product-Free
We don’t sell insurance, funds, or financial products. Our recommendations are solely based on what benefits you.

03

Legal + Financial Alignment
Our plans balance legal protection, tax efficiency, and practical usability, not just theory on paper.

04

Family & Business Succession
We address real-life challenges: heirs, cross-ownership, partners, guardianship, and business continuity.

05

Cross-Border Estate Planning
Support for mixed-nationality families, international assets, relocation, and overseas inheritance considerations.

06

Confidential & Ongoing Support
Asset plans are maintained discreetly, with ongoing updates as laws, structures, and family conditions evolve.

FAQ's

Most asked Questions in Wealth Planning

Common options include PT companies (operating or holding), yayasan (foundations), regulated investment accounts, insurance-based wealth protection products, and pension schemes.
No. Most structures do not require residency, though some financial products or tax statuses may require a local address or occasional presence.
Yes. A PT—particularly PT PMA for foreign owners—can hold assets, manage investments, and generate income within Indonesian legal frameworks.
Yes. Domestic wealth structures require continuous corporate, tax, and regulatory compliance, as well as periodic strategic reviews.