Cross-border assets. Connected advisers.
Separate expertise.
One shared perspective.
You already have advisers. Now connect their work. Bring family, company and lifestyle matters into one clear coordination plan.
See Bona’s roleYOUR OBJECTIVE. OUR ROLE.
Before adding another adviser,
clarify who does what.
For families with companies, homes or advisers across countries, where communication has become fragmented. Bona Private Office coordinates scope, contracting parties, communication, scheduling and progress, including with your existing advisers.
Review the published service scopeThe first discussion
Who is responsible, and whose approval is needed? Start with existing advisers, distinguishing the coordination requested of Bona from each professional’s decisions.
Confirm the initial response, fees and engagement scope individually. This page does not quote a fixed fee, deadline or specific deliverable. Legal and tax judgments remain with the relevant professionals.
A trust-business certificate, distinct from authority for tax advice or investment management.
Vivian Fong · Director / Trust OfficerRole sourced from the public company profile and regulatory directory. Content checked: 2026-10-21 · Labuan FSA
Labuan office, KL contact and directionsTHE ROLE OF COORDINATION
Who decides.
Who connects.
Bona Private Office coordinates between the client, family and each professional field. Specialists retain responsibility for their own work.
You and your family
Objectives and approvals
Private Office
Scope, communication and progress
Legal adviser
Tax adviser
Corporate administration
Lifestyle specialists
The client and family set objectives and approvals. Qualified legal and tax advisers make decisions within their professional remit. Bona Private Office is a point of contact for discussing scope, contracting parties, communication, scheduling and coordination; it does not directly deliver every specialist service.
FROM SEPARATE TASKS TO A WORKING PLAN
Connect the advisers you have
with the life ahead.
Review the service scope - 01
Share the objective
Start with countries, entities, existing advisers and what needs attention.
- 02
Clarify roles and approvals
Confirm responsibilities, approval authority and contracting parties.
- 03
Connect communication and sequence
Connect documents, confirmations and handoffs with the overall sequence.
- 04
Plan for recurring responsibilities
Consider renewals and ongoing checks as well as one-off tasks.
A CONCRETE STARTING POINT
From “Who should I ask?”
to a clear next contact.
For your inquiry, separate the question, professional contact, approval owner and next communication as in this example. Agree secure arrangements with the team before sharing confidential documents.
- 01
The question
Before changing residence, clarify the treatment of company and asset matters
- 02
Professional contact
Existing legal and tax advisers for the countries involved
- 03
Approval owner
The client or family, subject to authority checks
- 04
Next communication
Confirm missing information, sharing boundaries and who acts next
This is an illustrative example, not a client case, performance claim or contracted deliverable. Professional decisions, scope and information-sharing arrangements require individual confirmation.