【Held on April 21, 2026】Financial Training Supervised by Deloitte Malaysia Conducted in Marunouchi, Tokyo
United BM Wealth Limited conducted financial training supervised by Deloitte Malaysia in Tokyo on April 21, 2026. The training explained international asset management for high-net-worth individuals using Malaysia's SFO system, addressing the need for asset diversification amid a weak yen.
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- 📰 Published: April 29, 2026 at 22:00
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United BM Wealth Limited (Representative Director: Asa Okoshi), which operates businesses supporting overseas private bank account openings, offshore investment contract procedures, and asset formation, conducted financial training on April 21, 2026, in Marunouchi, Tokyo (Shin-Tokyo Building). The training focused on Malaysia's SFO (Single Family Office) system.
In this release, we report on international asset management for high-net-worth individuals, based on the knowledge of system design, tax, and governance provided by Deloitte's Malaysian base (Deloitte Malaysia), one of the world's largest accounting and consulting firms.
Against the backdrop of a weak yen and tax changes, interest in overseas asset diversification is increasing. This training specifically summarized the SFO system's mechanisms, application conditions, and practical points. Inquiries about the SFO system are also welcome via our official LINE, so please feel free to contact us.
Click here for official LINE
**Deloitte and United BM Wealth Limited Collaborate to Support Asset Formation for High-Net-Worth Individuals**
United BM Wealth Limited translates Deloitte's "world-standard asset formation scheme," provided by Deloitte, one of the Big Four accounting firms, into Japanese to make it accessible to Japanese people.
This was made possible by combining the knowledge cultivated by Deloitte Malaysia in Malaysia with our company's support capabilities for Japanese clients. This financial training, supervised by Deloitte Malaysia, was also offered as part of our services for high-net-worth individuals and was held at Deloitte's Japan headquarters in Marunouchi, Tokyo.
**About Deloitte**
Deloitte is one of the world's largest auditing firms, with a history of nearly 180 years.
Operating in over 150 countries worldwide, many of the world's largest corporations receive auditing and consulting services from Deloitte. The firm's strength lies in its diversified services, including assurance, tax, legal, and M&A, in addition to auditing.
In the field of international asset management, experts specializing in tax laws and regulations of various countries are present, supporting the establishment of complex international schemes such as SFOs and trust schemes.
**What is the Malaysia SFO System?**
SFO (Single Family Office) is a mechanism for comprehensively managing the assets of a single or a small number of wealthy families. It provides integrated support not only for investment but also for asset preservation, inheritance, insurance, legal, and tax matters.
Under the Malaysia SFO system, asset ownership and operation are managed separately. Specifically, an "SFO MC (Management Company)" and an "SFOV (Investment Vehicle)" are placed under a family trust or holding company, structuring a division of roles.
This mechanism allows for managing assets on a family unit basis while enabling design that considers tax efficiency, privacy, and inheritance for future generations.
**Key Discussion Points at the Training**
The training explained the institutional requirements and practical conditions necessary for utilizing the Malaysia SFO system.
A particularly important point was the system design utilizing the Forest City Financial Special Zone (Pulau 1). The application of the system requires meeting multiple requirements such as Assets Under Management (AUM), domestic investment, annual expenditure, employment structure, investment professionals, and office establishment.
For example, an AUM of at least RM30 million is required for the initial 10 years, and at least RM50 million for the additional 10 years. Furthermore, domestic investment ratios and expenditure requirements are set in stages, making long-term strategic planning indispensable for utilizing the system.
Also, a comparison between the Malaysian and Singaporean systems was a crucial discussion point. Malaysia applies a 0% corporate tax rate to SFO vehicles under certain conditions. Singapore, on the other hand, tends to require higher asset scales and investment conditions.
Considering this balance between requirement levels and tax incentives, Malaysia can be said to be one of the more accessible asset management hubs to enter.
**Why Malaysia is Attracting Attention as a New Hub**
Beyond institutional aspects, Malaysia's appeal as a place where Japanese people can easily live as a base is another reason it's gaining attention.
Malaysia is a multi-ethnic country with an established international living environment. Furthermore, the cost of living is lower compared to Singapore, and the educational environment, including international schools and universities, is well-developed. A Japanese community also exists, making it easy to plan life after relocation.
This environment makes it a hub where life planning, including residency, education, and asset inheritance, can be considered holistically, beyond mere tax savings or company establishment.
**"Substance Requirements" Necessary for System Utilization**
Under the Malaysia SFO system, formal establishment alone is not sufficient for application; it requires operations with substance.
In this release, we report on international asset management for high-net-worth individuals, based on the knowledge of system design, tax, and governance provided by Deloitte's Malaysian base (Deloitte Malaysia), one of the world's largest accounting and consulting firms.
Against the backdrop of a weak yen and tax changes, interest in overseas asset diversification is increasing. This training specifically summarized the SFO system's mechanisms, application conditions, and practical points. Inquiries about the SFO system are also welcome via our official LINE, so please feel free to contact us.
Click here for official LINE
**Deloitte and United BM Wealth Limited Collaborate to Support Asset Formation for High-Net-Worth Individuals**
United BM Wealth Limited translates Deloitte's "world-standard asset formation scheme," provided by Deloitte, one of the Big Four accounting firms, into Japanese to make it accessible to Japanese people.
This was made possible by combining the knowledge cultivated by Deloitte Malaysia in Malaysia with our company's support capabilities for Japanese clients. This financial training, supervised by Deloitte Malaysia, was also offered as part of our services for high-net-worth individuals and was held at Deloitte's Japan headquarters in Marunouchi, Tokyo.
**About Deloitte**
Deloitte is one of the world's largest auditing firms, with a history of nearly 180 years.
Operating in over 150 countries worldwide, many of the world's largest corporations receive auditing and consulting services from Deloitte. The firm's strength lies in its diversified services, including assurance, tax, legal, and M&A, in addition to auditing.
In the field of international asset management, experts specializing in tax laws and regulations of various countries are present, supporting the establishment of complex international schemes such as SFOs and trust schemes.
**What is the Malaysia SFO System?**
SFO (Single Family Office) is a mechanism for comprehensively managing the assets of a single or a small number of wealthy families. It provides integrated support not only for investment but also for asset preservation, inheritance, insurance, legal, and tax matters.
Under the Malaysia SFO system, asset ownership and operation are managed separately. Specifically, an "SFO MC (Management Company)" and an "SFOV (Investment Vehicle)" are placed under a family trust or holding company, structuring a division of roles.
This mechanism allows for managing assets on a family unit basis while enabling design that considers tax efficiency, privacy, and inheritance for future generations.
**Key Discussion Points at the Training**
The training explained the institutional requirements and practical conditions necessary for utilizing the Malaysia SFO system.
A particularly important point was the system design utilizing the Forest City Financial Special Zone (Pulau 1). The application of the system requires meeting multiple requirements such as Assets Under Management (AUM), domestic investment, annual expenditure, employment structure, investment professionals, and office establishment.
For example, an AUM of at least RM30 million is required for the initial 10 years, and at least RM50 million for the additional 10 years. Furthermore, domestic investment ratios and expenditure requirements are set in stages, making long-term strategic planning indispensable for utilizing the system.
Also, a comparison between the Malaysian and Singaporean systems was a crucial discussion point. Malaysia applies a 0% corporate tax rate to SFO vehicles under certain conditions. Singapore, on the other hand, tends to require higher asset scales and investment conditions.
Considering this balance between requirement levels and tax incentives, Malaysia can be said to be one of the more accessible asset management hubs to enter.
**Why Malaysia is Attracting Attention as a New Hub**
Beyond institutional aspects, Malaysia's appeal as a place where Japanese people can easily live as a base is another reason it's gaining attention.
Malaysia is a multi-ethnic country with an established international living environment. Furthermore, the cost of living is lower compared to Singapore, and the educational environment, including international schools and universities, is well-developed. A Japanese community also exists, making it easy to plan life after relocation.
This environment makes it a hub where life planning, including residency, education, and asset inheritance, can be considered holistically, beyond mere tax savings or company establishment.
**"Substance Requirements" Necessary for System Utilization**
Under the Malaysia SFO system, formal establishment alone is not sufficient for application; it requires operations with substance.