Independent Consultancy · Singapore
Strategic guidance for single family offices and ultra-high-net-worth individuals — grounded in discretion, objectivity, and partnership.
Discover MoreWho We Are
Phoenix 7 is an independent consultancy firm serving single family offices and ultra-high-net-worth individuals. Our practice is grounded in discretion, objectivity, and a long-term partnership approach.
We provide strategic guidance across wealth structuring, legacy planning, and access to curated private market opportunities — working alongside our clients and their existing professional advisors.
Our consultancy model is independent and relationship-driven. We operate with flexibility, ensuring our advice remains client-centric and conflict-conscious.
Our Belief
Wealth requires thoughtful stewardship across generations. Our role is to provide clarity in complex situations, helping clients make informed decisions aligned with their long-term objectives, family values, and legacy considerations.”
What We Do
We operate at the intersection of wealth, legacy, and opportunity — providing strategic guidance across four core disciplines.
High-level guidance on wealth structuring and portfolio considerations, supporting clients in evaluating their overall financial architecture. Our role is consultative, complementing the work of licensed financial institutions and professional advisors.
Development of frameworks for intergenerational wealth transfer, including family governance, succession strategies, and philanthropic structuring. We work in coordination with legal and tax professionals to ensure robust and sustainable outcomes.
Through our network of investment sponsors and partners, we facilitate introductions to selected private market opportunities, including private equity and direct investments. Our involvement centres on identifying opportunities aligned with our clients’ stated interests.
We support investment sponsors and partners by facilitating introductions to aligned investors within our network — ensuring alignment in investment philosophy, risk appetite, and long-term objectives.
Our Approach
Our consultancy model is independent and relationship-driven. We operate with flexibility, ensuring our advice remains wholly client-centric and free from structural conflicts.
No product mandates, no transaction incentives. Our counsel is shaped solely by the needs and aspirations of the families we serve.
Privacy is paramount. We operate with the utmost confidentiality and understand the sensitivities inherent in managing substantial wealth.
We think in decades, not quarters. Every recommendation is evaluated through the lens of generational continuity and lasting impact.
Our network spans investment sponsors, private markets, and professional service providers across Asia and globally.
Who We Serve
Our clients include single family offices, entrepreneurs, founders, and multi-generational families with global investment portfolios. We work closely with a select group, offering a high level of discretion, continuity, and personalised attention.
Singapore
Headquartered
UHNW
Client Focus
Asia
& Global Reach
Independent
Conflict-Conscious
Get in Touch
Phoenix 7 positions itself as a trusted consultancy — providing independent perspectives, facilitating meaningful connections, and supporting the long-term preservation of wealth across generations.
Location
Singapore