# AD Financial

AD Financial is a Multi Family Office based in Petaling Jaya, Malaysia.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Petaling Jaya, Malaysia
- **Region:** Asia
- **Address:** Petaling Jaya, Malaysia
- **Founded:** 2003
- **Assets under management:** Over $10 billion (Altss estimate)
- **Website:** adfinancialpartners.com

## About

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.

## Sectors

- Real Estate
- Wealth Management

## Offices

- Singapore
- Hong Kong
- Australia
- Dubai

## People

- 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

## 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.

## Related profiles

- [Adevinta Ventures](https://altss.com/profile/adevinta-ventures)
- [ADG Prefcap](https://altss.com/profile/adg-prefcap)

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Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/ad-financial

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