I&M Group

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from I&M Group, Financial service, Kuala Lumpur.

Our services:
Will Writing & Advisory, Estate Administration, Business Succession & Trust Advisory, Islamic Estate Planning, Family Office Advisory, Foundations & Offshore Trusts Advisory, Corporate Talks & Events, DISC Training

11/06/2026

📖 Book Launch: Navigating Wealth: The Single-Family Office Revolution in Malaysia

The Definitive Guide to Building a Family Office in Malaysia, this book is written to help High-Net-Worth Individuals, business owners, family enterprises, and financial professionals understand the power of the Single-Family Office model in preserving and growing wealth across generations. Many families spend a lifetime building wealth—but only a few successfully preserve it across generations.

💡 As wealth grows, managing it becomes increasingly complex. The question is no longer how to create wealth—but how to protect it, structure it, and transfer it effectively.

Why You Should Read This Book

✅ Comprehensive Single-Family Office Framework
Learn how leading wealthy families structure governance, decision-making, wealth management, and succession planning through a Single-Family Office approach.

✅ Legacy & Wealth Transfer Strategies
Discover practical insights on preserving family wealth, avoiding common succession pitfalls, and creating a lasting legacy for future generations.

✅ Malaysia-Focused Insights
Understand the opportunities, challenges, and evolving landscape of Single-Family Offices within the Malaysian context, including key considerations for affluent families and advisors.

Who Should Read This Book?

✔️ High-Net-Worth Individuals (HNWIs)
✔️ Business Owners & Entrepreneurs
✔️ Family Business Leaders
✔️ Financial Advisors & Wealth Planners
✔️ Estate Planning Professionals
✔️ Next-Generation Wealth Stewards

🎉 Special Early Bird Promotion
💰 Normal Price: RM150
🔥 Early Bird Price: RM138

Limited-time launch offer. PM to place your order!

Secure your copy today and gain valuable insights into the future of wealth management, legacy planning, and family office structuring in Malaysia.

Because building wealth is one achievement. Preserving it for generations is another.

09/06/2026

What an amazing 2 days in Ipoh!

We I&M Group are grateful to have successfully completed our 2-day Business Insurance Training for Prudential. It was a rewarding experience sharing insights, strategies, and practical knowledge with such an engaged and enthusiastic group of participants.

The energy, questions, and participation from everyone made the sessions truly enjoyable and impactful. Thank you to all who attended and contributed to the learning experience.

This is just the beginning — more sessions are on the way! Looking forward to meeting many of you again at our next stop and continuing the journey of learning and growth together.

See you at the next session!

07/06/2026

Thank you, Manulife Malaysia, for inviting I&M Group to be part of your prestigious client event. We are truly honoured to share our insights on legacy planning and contribute towards helping more families and business owners secure their future.

It was a pleasure engaging with such a wonderful audience in Ipoh on a beautiful Sunday afternoon. Thank you to everyone who attended and participated in the meaningful discussions. We look forward to continuing our mission of creating greater awareness on legacy planning and wealth preservation.

17/05/2026

Saturday morning vibes- I&M Group were truly honoured to be invited by Manulife - Alliance Banca to conduct “ The Legacy Blue Print” online session to about 220 RMs nationwide. Appreciate everyone who sacrificed their Saturday morning to attend the online session and Thank You to Manulife and Alliance Banca team for organising it. Great working week ahead everyone 🙏🏻

12/05/2026

I&M Group is Honoured to conduct Session 2 of the MDRT Master Coaching Program with Sun Life Malaysia, focusing on the High Net Worth (HNW) market and the power of meaningful client conversations.

An engaging session with passionate advisors committed to elevating their mindset, sharpening their positioning, and learning how to create deeper value for affluent clients through estate liquidity, legacy planning, and strategic wealth conversations.

The energy, participation, and willingness to grow were truly inspiring. Looking forward to seeing more advisors step into the HNW space with greater confidence, clarity, and purpose.

Thank you to the amazing team at Sun Life Malaysia for the opportunity to contribute to this meaningful journey of advisor development and excellence.

08/05/2026

I&M Group is honoured and grateful to be invited to conduct a training session on Insurance Trust — an important conversation that goes beyond wealth accumulation and focuses on wealth protection, continuity, and legacy.

In today’s world, building wealth is only part of the journey. Ensuring that wealth is distributed efficiently, protected from unnecessary delays, and aligned with the client’s intentions is where true planning begins.

It was a meaningful session engaging with professionals who are committed to creating greater impact for families and business owners through proper trust and legacy planning strategies.

Thank you to the organizers and participants for the opportunity, energy, and thoughtful discussions throughout the session. Looking forward to empowering more advisors to have deeper and more purposeful conversations with clients.

27/04/2026

I&M Group is very proud to be appointed as the training provider by Prudential Malaysia to conduct TTT on Insurance Solution. 4-Day TTT in TRX. We are trully honoured for the opportunity. This is a testament to the hard work and good quality content that we provide. And also the trust that the industry and financial institutions put in us. We have come a long way, and will continue to strive for an even higher standard.

25/04/2026

Thank you Etiqa Life Insurance for inviting I&M Group today for a wonderful afternoon client event held in Double Tree Hilton KL. Sharing on how clients can Secure Their Legacy. Well done!

20/04/2026

I&M Group is honoured and blessed to be invited to a very exclusive dinner event organized by AIA. Sharing our insights on Legacy Planning to HNW individuals on the 52nd floor of Lexis KL today. Thank you all that attended.

17/04/2026

I&M Group is honoured to be part of Hong Leong MSIG Takaful Berhad 3D2N SHAPE Program. Thank you for the opportunity and kudos to the management team for organizing this event! Proud be able to conduct this session in Bahasa Melayu. Let's go!!

Address

Kuala Lumpur

Telephone

+60122676892

Website

https://www.imsuccessionadvisory.com/

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