About Us
I&M Succession Advisory is formed with the mission to provide quality and professional estate planning advisory to our clients.
We provide end-to-end service to our clients on matters related to Business Succession, Personal Wealth Distribution, Estate Planning, Islamic Estate Planning, Trust Advisory and Corporate Training.
Our end-to-end advisory service covers the initial consultation process, problem identification, solution planning, solution implementation and finally post implementation review.
In addition, we also provide training services to our retail clients, corporate clients and financial institutions in Malaysia.
We conduct our service based on our 3 Core Values to ensure we deliver the highest quality service in the market.
Core Values
Our 3 Core Values which serve as the core foundation of our organization, and also as our assurance to our clients.
Transparency
We ensure that our communication with our clients are always transparent and no information is hidden from our clients.
Integrity
Each case is handled with utmost integrity and our clients can rest assured that all of their private and business information will be keep confidential.
Professionalism
Our team will ensure that all information shared with our clients are accurate and correct.
Our Clients
We pride ourselves in serving our clients and providing them with tailor made estate planning structures specific to their needs. We are proud to serve clients from all walks of life ranging from employees professionals, executives, company directors, business owners, ultra high net worth individuals, political figures to royal families.
We practice a no-discrimination policy and we believe everyone deserves a good succession planning. Protecting your wealth is your right, and our responsibility.