From Money to Meaning
About Us
RJ Family Office is a Singapore headquartered Multi-Family Office providing services for its Accredited Investor client base. We maintain an independent and aligned approach in managing clients’ assets and seek to deliver consistent outperformance by adopting disciplined yet dynamic investment strategies capable of adjusting to market conditions.
Founded by a group of internationally experienced professionals RJFO is well equipped to provide a full range of services that our HNWI & UHNWI families require ranging from investment management to corporate finance transactions, to structuring and succession planning, to impact investing and philanthropic giving.
We work closely with our clients to fully understand their specific needs and provide comprehensive solutions to address the array of considerations they may have. Where required, we work with a select group of vetted service providers to ensure our clients receive the very soundest advice available.
We are committed to a clear set of values and believe that this allows for fruitful, sustainable, and enjoyable engagement for the long term.
Shared Values
RJ was founded based on Shared Core Values providing the foundation for Positive, Enriching, and Rewarding Engagement
- Integrity
- Sincerity
- Excellence
- Diligence
- Compassion
Shared Vision
- Aligned
- Independent
- Stable
- Impactful
- Performing
Services
Investments
Transactions
Structures
Impact
Our Founders
Leo N. Shiu
Founder & CEO
Leo has 25+ years of experience in Banking and Financial Services. Leo has worked for Credit Suisse, HSBC, and Reyl in senior roles covering Europe and Asia. Leo has extensive experience in Wealth Management, M&A, Structured Financing, and Venture Investing. Early in his career, Leo was the Co-Founder of two technology start-ups; successfully exited via trade sale to EA and Softbank respectively. Leo holds a Bachelor of Arts from Concordia University (Canada). Leo is an advisor to a number of companies in technology, ESG, and fintech.
Sumit Chaturvedi
Co-Founder & CIO
Sumit has a 24+ year experience in Banking and Wealth Management. Sumit was a Director of the Family Office and UHNWI unit at Credit Agricole Indosuez where he was responsible for Portfolio Management and Client Acquisition. Previously, Sumit held senior positions at Bank J. Safra Sarasin, ANZ Bank, and Citibank. Sumit holds a Master of Management Science from the Institute of Finance and Management (IFM), University of Lucknow (India) and a Bachelor of Science from Punjab University (India).
Our Advisors
Brian Li Fang
Advisors
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Mr. LI Fang, holds a bachelor degree in mechanical engineering from the University of Science and Technology Beijing and a juris doctoral degree from the College of Law of Arizona State University in the United States. Mr. LI has intensive experience in legal, corporate governance and corporate finance. Mr. LI previously served as an executive director with Goldman Sachs (Asia) L.L.C. and a lawyer with Davis Polk and Wardwell LLP in the United States. He joined the Group in 2004.
Dash Tirthankar
Advisors
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Dash is a Coach and Strategist.
He studies human behaviour patterns at depth and scale. Insights emerge at the intersection of patterns. These insights shape the design of self, leadership, strategy and culture.
As an Leadership Coach, Dash coaches senior executives, leaders and entrepreneurs to unlock their story and achieve purpose, authenticity and meaning.
As a Partner in Quantum, he works with a team of behaviour science experts to help organisations solve complex problems that involve a deep understanding of human and social behaviour.
His work draws from the fields of Anthropology, Humanistic Psychology, Logotherapy, and Eastern Philosophy.
Approach and Capabilities
Aligned Investment Approach
Founders Co-Invest in Recommended Opportunities
Quality Deal Flow
25+ years experience transacting deals in the United Kingdom, Europe, China, & Southeast Asia – from Sourcing to Negotiation, Structuring, Due Diligence, and Execution covering Private Equity, Real Estate, Non-Performing Loans, and Venture Capital
Full Range of Value-Added Services
Investments, Legal, Succession Planning, Impact Investing and Philanthropic Giving
Providing know-how obtained over decades in Wealth Management & Banking
Technology
Providing highest level of Transparency and Oversight while maintaining security
M&A
We work with a select group of external service providers whenever the particular case requires.
Service
Portfolio Management
We offer customized highly liquid listed capital market strategies offering diversified portfolios constructed to perform irrespective of market conditions
Indirect Investments
We select talented managers who consistently outperform their peer group over time. Managers are selected based on our strict in-house vetting process
Direct Investments
We provide access to unique attractive internationally sourced direct investment opportunities on a project by project basis
Venture Portfolios
Given our background, experience, and networks, we are able to provide investment opportunities in select Early Stage companies with exceptional founders.
Structuring & Succession Planning
- Succession Planning
- Structure Selection and Advice
- Structure Set-Up and Maintenance
- Trust, Private Trust Company, Variable Capital Company, Foundation etc.
- Insurance Solutions
- 13O, 13U, 13D Enhanced Tier Fund Tax Incentive Schemes
- Cayman, Guernsey, Isle of Man etc.
- Global Investor Program Support
Transactional Services
- Strategic Investment Advisory
- Deal Origination & Execution
- Acquisition Financing
- Debt Refinancing
- Restructurings
- Strategic Sale
- Due Diligence
- Private M&A Support & Coordination
Impact Investing & Philanthropic Giving
- Manager Screening and Selection
- Reporting and Monitoring according to United Nations Sustainable Development Goals “UN SDGs”
- Philanthropic Project Screening & Recommendations
- Coordination & Management of Philanthropic Giving
Singapore is an excellent location for Asset Management & Investing
Stable and Progressive Government
Reliable and tested Rule of Law
Robust Economy
Security
Attractive Tax System – Double Taxation Agreements with 100+ Countries
As of 2022, there are 1,100 family offices established in Singapore. Total Assets Under Management managed by managers in Singapore total of S$4.9 Trillion USD 3.7 Trillion
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