Whitman Independent Advisors Overview

General Information

Whitman Independent Advisors is a multi-family office headquartered in Petaling Jaya. The firm provides tailored wealth management, investment advisory, and legacy planning services to high-net-worth families, emphasizing confidentiality and alignment with client objectives. Its multidisciplinary team works closely with clients to structure portfolios, manage risk, and address succession planning—supports families in preserving and growing wealth across generations while navigating complex financial landscapes.