Our Personal & Family Trust Solutions are designed to help individuals and families safeguard wealth, ensure seamless succession planning, and preserve legacies for future generations through tailored trust structures and professional guidance.
From professionally drafted wills to comprehensive estate administration, we help ensure your assets are distributed according to your wishes while minimizing complications for your loved ones.
DAB (Dimensi Amanah Berhad) provides legally structured will-writing services integrated with trust solutions to facilitate efficient wealth transfer. Our team helps clients avoid common issues associated with self-prepared wills, including unclear provisions, disputes, and tax inefficiencies. We also offer advanced estate planning solutions such as testamentary trusts to protect assets for minors or special-needs beneficiaries, as well as Shariah-compliant wills developed in collaboration with Islamic wealth planning specialists to ensure compliance with both civil and Syariah requirements.
Tailored solutions for wealth preservation, succession planning, and multi-generational asset management.
We provide comprehensive family office and succession planning services to help families preserve, manage, and grow wealth across generations. Our Dynastic Trust structures support long-term wealth preservation with staggered distributions and professionally managed governance frameworks, ensuring assets are distributed responsibly according to each generation's needs. For clients seeking to create a lasting social impact, our Charitable Trust Solutions support Wakaf and CSR-driven legacy planning, enabling families to contribute meaningfully to charitable causes while maintaining strategic oversight of their philanthropic objectives.
We provide tailored fiduciary and trust solutions for corporations, financial institutions, and business owners, delivering secure asset management, regulatory compliance, and enhanced governance for complex financial arrangements.
We act as independent trustees for Sukuk and bond issuances, safeguarding investors' interests while ensuring compliance with regulatory and contractual obligations.
Our services include monitoring covenant compliance, administering trustee responsibilities, and facilitating efficient distribution management throughout the lifecycle of the issuance. In addition, we manage escrow arrangements for mergers, acquisitions, and commercial transactions by securely holding funds and releasing them only upon fulfilment of agreed contractual conditions, providing transparency, accountability, and confidence for all parties involved.
We establish and manage trust structures for employee benefit schemes, including executive incentive plans, deferred compensation arrangements, and retirement-related benefits.
These structures help businesses strengthen talent retention, improve governance, and ensure transparent administration of employee benefits. Our services also include trusteeship solutions for EPF-exempt retirement schemes, enabling companies to maintain compliance while providing long-term financial security for employees.
We structure bankruptcy-remote SPVs to isolate financial and operational risks for property developments, project financing, joint ventures, and other complex transactions.
By legally separating project assets and liabilities from the parent company, these structures help protect investors and lenders while improving transparency, operational efficiency, and regulatory clarity. SPVs also enhance financing flexibility and creditworthiness, making them an effective solution for large-scale or high-value projects requiring clear governance and risk segregation.
We combine trust structures, insurance solutions, and investment strategies to deliver efficient wealth preservation, asset protection, and long-term legacy planning for high-net-worth individuals and families.
We structure life insurance policies within trust arrangements to facilitate efficient wealth transfer, improve asset protection, and reduce delays commonly associated with probate processes.
Through strategic collaborations and professional networks, we design tailored insurance-linked trust solutions that align with each client’s succession and wealth preservation objectives. Our solutions may include Private Placement Life Insurance (PPLI) structures for internationally focused clients seeking enhanced tax efficiency and wealth management flexibility. In addition, we integrate investment advisory support by curating portfolios consisting of Bank Negara Malaysia-approved assets, including REITs, fixed income instruments, and selected private market opportunities, with the objective of achieving sustainable long-term growth and risk-adjusted returns within the trust framework.