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AD Financial
AD Financial began in 2003 when Alvin Yap established the firm in Petaling Jaya. Yap serves as Principal Consultant and Managing Director. The firm advises...
AD Financial
AD Financial began in 2003 when Alvin Yap established the firm in Petaling Jaya. Yap serves as Principal Consultant and Managing Director. The firm advises multiple Asian families on estate planning and fiduciary structures. The firm allocates across real estate and private holdings. Confirmed positions include land banks and mixed-use commercial projects in Malaysia plus offshore residential assets. It structures commitments through direct holdings rather than external fund vehicles. Geographic reach covers Malaysia, Singapore, Hong Kong, Australia and Dubai. The team includes Kenneth Poon as Head of Advisory Services, Datin Alice Neow Ean Lee as Associate Director of Financial Planning for Women and Paige Lee as Regional Head of Business Development. No operational events from the last 24 months appear in available records. The firm maintains membership in FPAM and previously held the AFA Malaysia presidency through Alvin Yap. AD Financial separates its advisory work from a distinct philanthropic foundation. This structure keeps investment decisions inside the core multi-family office while routing charitable activity through a separate vehicle.
General information
Firm type
Multi Family Office
Year founded
2003
Location
Region
Asia
Country
Malaysia
City
Petaling Jaya
Corporate office
Petaling Jaya, Malaysia
Additional offices
Singapore · Hong Kong · Australia · Dubai
Principals
Alvin Yap
Principal Consultant and Managing Director
Kenneth Poon
Head of Advisory Services Team
Datin Alice Neow Ean Lee
Associate Director of Financial Planning for Women
Paige Lee
Regional Head of Business Development and Marketing
Sector focus
Frequently asked questions
Who runs investment decisions at AD Financial?
Alvin Yap leads as Principal Consultant and Managing Director. Kenneth Poon heads the advisory services team. The firm combines legal, fiduciary and investment specialists for allocation choices.
How does AD Financial source proprietary deal flow?
The firm draws on relationships built through FPAM board service and prior AFA Malaysia leadership. Direct holdings in Malaysian land banks and urban projects form the core pipeline.
Is AD Financial structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office. The firm advises multiple wealthy Asian families on governance and tax structuring rather than pursuing venture-style deployments.
Does AD Financial participate in fund commitments or only direct deals?
Activity centers on direct holdings. Records show land banks, commercial real estate and offshore properties rather than external fund commitments.
Where does the underlying wealth come from?
The firm advises wealthy Asian families. No single originating family or business is publicly identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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