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Family office & wealth advisory

Family office setup in Bali for 2027.

Guidance on legal structures, asset protection and succession planning for families making Bali a hub for their family office, with lifestyle support alongside.

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A long-term view
A long-term view
Rooted in Bali
Rooted in Bali
Strategic management
Wealth
Regulatory compliance
Legal
Integrated advisory
Lifestyle

What we cover

Advisory built around your family.

Financial planning

Bespoke financial planning and asset management, including asset allocation and risk management.

Legal & tax compliance

Guidance on corporate structures, taxation and immigration for family offices.

Succession planning

Generational wealth transfer with trusts, wills and educational endowments.

Lifestyle integration

Concierge services, from educational planning for children to reliable domestic staff.

Investment insights

Market insights on Bali's growing sectors, from high-end tourism infrastructure to sustainable agriculture.

Across generations
Across generations
Community ties
Community ties

Generational planning

Wealth that serves every generation.

We work with families to understand their values and aspirations, and translate them into succession plans that protect family assets.

That includes financial education for younger generations, family governance discussions and guidance on charitable foundations within Bali.

Legal & regulatory

What a Bali family office requires.

Operating a family office here calls for a sound understanding of Indonesian frameworks. We keep the roadmap clear and concise.

  1. Legal structure

    Choosing the right setup, such as local company formation or a representative office.

  2. Tax and investment rules

    Compliance with Indonesian tax laws and foreign investment regulations.

  3. Property and zoning

    Understanding zoning laws and ownership rules before acquiring property.

  4. Immigration

    Residency planning for families spending significant time in the region.

  5. Regulatory change

    Rules change. We monitor tax treaties, foreign investment and property ownership laws for you.

Before you start

Questions to settle early.

A comprehensive approach makes for a robust, compliant framework.

  • Asset acquisition

    Plan strategic purchases, such as luxury villas for personal use or investment.

  • Local talent

    Identify local people for operational support.

  • Wealth transfer goals

    Define your generational wealth transfer objectives.

  • Philanthropy

    Decide on philanthropic interests and community engagement.

  • Education

    Plan schooling and education for the children.

  • Lifestyle

    Family activities, from rice-field cycling to calm-water snorkelling.

FAQ

Family office questions.

Discreet answers on WhatsApp.

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What should we consider when setting up a family office in Bali?

Legal structures such as local company formation or representative offices, Indonesian tax laws, foreign investment regulations, asset acquisition, local operational support, wealth transfer goals, philanthropy and lifestyle needs.

Can you plan for family members with special needs?

Yes. Trusted local partners provide accessible transport, accommodation and activity modifications, and we plan for dietary requirements and medical support.

When is the best time for families to visit?

Usually April to October, the dry season. July and August are peak months; late April, May, June and September offer pleasant weather with fewer crowds.

Living in Bali

More for families moving over.

Considering Bali for your family office?

Tell us about your family's goals. We'll outline a clear first roadmap.

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