Our Engagements
Three forms of
advisory engagement.
Each is fixed in scope, duration, and fee. Each ends with something in writing. Together they cover the situations most commonly brought to us by principals across Malaysia.
Return to HomepageOur Methodology
How we approach every engagement
Scoped · Written · Discrete
Before any engagement begins, we hold a short introductory conversation — by telephone or in person — to assess whether the situation is one we are well-placed to address. If it is not, we will say so clearly. We do not take engagements for the sake of filling our schedule.
Once an engagement is agreed, we follow the structure specific to that engagement type. We keep the principal informed at the midpoint where applicable, and we do not proceed to the next stage without the principal's confirmation that the work so far reflects their situation accurately.
At close, the written deliverable is presented and any questions arising from it are addressed in a final meeting. The engagement then ends. All materials are the property of the client.
Pricing
MYR 2,350
Per engagement · Fixed fee
Duration: Six to eight weeks
Format: Written framework + midpoint review meeting
Enquire about this engagementEngagement 01
Family Office Establishment
A structured engagement for principals contemplating the formalisation of a family office, whether single-family or multi-family. The work covers governance design, custody arrangements, the appropriate degree of separation between operating businesses and personal capital, and the practical staffing and reporting structure needed to make the office functional from day one. Conducted with discretion and in close consultation with existing legal and accounting advisers.
Governance committee structure and decision-making frameworks
Custody arrangements and asset separation from operating entities
Staffing recommendations and reporting line design
Integration with existing legal and accounting advisers
Delivered as written framework — shareable with all professional advisers
Process steps
-
1
Introductory call — We assess the situation and confirm the engagement is appropriately scoped.
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2
Weeks 1–3: Discovery — Review of existing structures, consultation with legal and accounting advisers, initial framework drafting.
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3
Midpoint review meeting — Framework reviewed with principal; adjustments agreed.
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4
Weeks 4–8: Finalisation — Framework completed, staffing and reporting structure documented.
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5
Closing meeting — Written framework presented; questions addressed.
Pricing
MYR 1,180
Per engagement · Fixed fee
Duration: Four weeks
Format: Written restructuring brief
Enquire about this engagementEngagement 02
Restructuring Conversation
An advisory engagement for firms that need to reshape their cost base, capital structure, or organisational form but have not yet committed to a particular path. Over four weeks, we examine the situation alongside leadership, surface the quieter constraints that often shape such decisions, and prepare a written brief that lays out the realistic options with the consequences of each named plainly. We do not recommend; we equip the principals to choose.
Situational examination with leadership team — structured, not rushed
Second-order constraints and hidden dynamics surfaced
Written brief naming realistic options, not a single recommendation
Consequences of each option described plainly
Completed within four weeks — no scope drift
Process steps
-
1
Introductory call — Situation described; engagement confirmed as appropriate.
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2
Week 1–2: Examination — Structured sessions with leadership; documents and context reviewed.
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3
Week 3: Drafting — Options brief drafted; preliminary review with principal.
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4
Week 4: Closing — Final brief delivered; closing meeting to address questions.
Pricing
MYR 560
Per session · Fixed fee
Duration: Three hours (single meeting)
Format: Meeting + short written reflection
Enquire about this engagementEngagement 03
Quiet Listening Session
A single confidential meeting — usually three hours — for a leader carrying a question they have not yet been able to discuss with their board, their family, or their team. We listen, ask, and at the end offer a short written reflection. There is no agenda imposed and no follow-on commitment expected. Suitable for principals at moments of consequential personal or commercial decision.
Full confidentiality — NDA available before the session if preferred
No agenda imposed — the session follows the principal's question
Short written reflection provided within 48 hours of the session
No follow-on commitment required or assumed
Suitable for personal or commercial decisions at a consequential moment
Process steps
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1
Brief initial message — Two or three sentences describing the nature of the question. No more is needed.
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2
Session scheduled — Three-hour meeting arranged at a time and place suitable to the principal.
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3
The meeting — We listen, we ask, and we hold the question with the principal.
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4
Written reflection — A short document naming what was discussed, delivered within 48 hours.
Choosing the Right Engagement
Which engagement suits your situation?
Many clients begin with a Quiet Listening Session and proceed to a more structured engagement once the question has been named clearly. There is no obligation to do so.
| Consideration | Quiet Listening MYR 560 |
Restructuring MYR 1,180 |
Family Office MYR 2,350 |
|---|---|---|---|
| Question is clearly formed | Not required | Helpful | Required |
| Written deliverable | Short reflection | Options brief | Full framework |
| Duration | 3 hours | 4 weeks | 6–8 weeks |
| Involves organisational review | |||
| External advisers coordinated | As needed | Standard | |
| Best suited to | A question that needs airing before analysis | A firm facing structural or financial decisions | A family formalising capital governance |
Across All Engagements
Standards that apply to every engagement
Confidentiality and data handling
All materials exchanged during an engagement are held in confidence. No engagement materials are retained in our systems after the close of the engagement. NDA available on request prior to any substantive conversation.
Quality of written output
Our written deliverables are prepared to a standard suitable for sharing with legal and accounting advisers. They are written in plain language, structured for clarity, and reviewed before delivery.
Independence from product interests
No referral fees, commissions, or product-related incentives are accepted. The analysis produced is shaped only by the facts of the situation and the professional judgement of the advisers involved.
One working day response
All enquiries receive a personal response from a member of the practice within one Malaysian working day. We do not use automated response sequences.
Professional memberships
Partners maintain active memberships with the Malaysian Institute of Corporate Governance and the Association of Certified Fraud Examiners (Malaysia Chapter), and hold professional credentials in law and finance.
Senior-led throughout
The advisers named at the start of an engagement are the advisers who conduct it. There is no delegation to junior staff at any stage of the work.
Transparent Fees
Engagement fees at a glance
Quiet Listening
MYR 560
Single session
- Three-hour confidential meeting
- Written reflection within 48 hours
- No follow-on commitment
- NDA available on request
Restructuring
MYR 1,180
Four-week engagement
- Situational examination with leadership
- Options brief — realistic paths named
- No recommendation imposed
- Shareable written brief
Family Office
MYR 2,350
Six to eight weeks
- Governance and custody framework
- Midpoint review meeting included
- Adviser coordination throughout
- Full written framework at close
Begin an enquiry
The starting point is a short message.
Two or three sentences describing the nature of your situation is enough for us to assess whether our work is well-matched to what you are facing.