Armora Group helps each family design a legacy that preserves unity, sustains success, and passes on shared purpose. Our role includes both the legal structuring of wealth and the careful stewardship of relationships, preparing current and future generations to shoulder their responsibilities with clarity.
Development of governance frameworks, family charters, and comprehensive succession plans tailored to individual family philosophy and vision.
Expertise in setting up compliant wealth structures across global jurisdictions, ensuring security, privacy, and continuity.
A technology entrepreneur family with $380 million in assets across digital ventures and contemporary art required sophisticated succession planning following new international tax regulations implemented in late 2023. The matriarch, age 72, sought to transfer leadership to her two daughters while preserving their modern art collection and maintaining control of their impact investing initiatives.
Our team conducted an eight-month governance assessment, including psychometric evaluations and individual strategic sessions to understand each daughter’s vision and capabilities. We facilitated 12 family council meetings in Singapore, using structured dialogue techniques to create a comprehensive family constitution and shared mission statement.
Working with legal experts across Delaware, Singapore, Ireland, and Hong Kong, we designed a multi-jurisdictional trust structure that leveraged 2024 tax law changes to optimize transfer efficiency. The core innovation was a series of charitable lead annuity trusts that transferred $240 million in technology assets at a 42% valuation discount while generating substantial charitable deductions.
The contemporary art collection, valued at $95 million, was restructured through a perpetual art trust with innovative blockchain authentication and fractional ownership protocols. Armora Group coordinated regulatory compliance across four jurisdictions, established quarterly family governance meetings, and created a next-generation leadership development program. The succession plan eliminated $85 million in potential transfer taxes while strengthening family unity and preparing both daughters for co-leadership roles in the expanding family enterprise.