Palladium Trustee Berhad

What Palladium Trustee Berhad does

Palladium Trustee Berhad is a privately held Malaysian licensed trustee company incorporated in 2016 under the Companies Act 1965 and headquartered in Kuala Lumpur. The company is registered as a Trust Company under Section 4 of the Trust Companies Act 1949, regulated by Suruhanjaya Syarikat Malaysia (SSM), and holds membership in the Malaysian Association of Trust Companies (ATCM). Its purpose is to protect clients' assets for the benefit of their heirs and preserve wealth for future generations.

The company offers three core service lines delivered through consultation-based professional engagement: Will/Wasiat Writing Services in both Standard (templated, same-day signing) and Comprehensive (custom-drafted, five-business-day turnaround) tiers; Estate Administration Services covering court applications, asset compilation, creditor notification, and transfer of assets for both testate and intestate estates; and Trust/Hibah Amanah Administration spanning nine specialized trust types including Special Child Needs, Charitable/Tabung Amanah Amal Jariah, Insurance, Business Succession, Minor Beneficiary, Special Purpose, Asset Protection, Testamentary, and Dynasty trusts. The only digital product is a rule-based Stamp Duty Calculator applying Malaysian legal fee tiers.

Revenue is generated through one-time fees for will writing, quote-based professional services fees for estate administration, and recurring managed services fees for ongoing trust administration. The go-to-market is sales-led via complimentary consultations at the KL headquarters, complimentary home visits, phone consultations, and an agent network for standard will signing. Customers are individual Malaysian consumers — both Muslim clients requiring Shariah-compliant Wasiat and Non-Muslim clients under the Wills Act 1959 — with no disclosed enterprise or institutional customers.

Name

Palladium Trustee Berhad

Legal name

Palladium Trustee Berhad

Website

https://palladiumtrustee.com

Company type

Private

Founded year

2016

Operating status

Operating

Short description

Palladium Trustee Berhad is a Kuala Lumpur–based, SSM-licensed Malaysian trustee company offering will writing, estate administration, and trust administration services to individual Muslim and Non-Muslim clients across Malaysia through consultation-led and home-visit channels.

Ownership category

akta.pro rank

Product category

Estate Planning and Trust Services

NAICS

Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)

akta.pro primary industry

Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL)

akta.pro secondary industries

Trust Administration & Fiduciary Accounting Services (FSAAANAF), Estate Administration & Probate Services (FSAAANAE), Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Estate planning services
• Will writing services
• Trust administration
• Estate administration
• Fiduciary services

Headquarters

HQ city

Kuala Lumpur

HQ country

Malaysia

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Will/Wasiat Writing Services: One-time fees for will and wasiat writing services, including standard and comprehensive packages. Standard services are templated documents signed on the same day; comprehensive services include custom-drafted documents with first draft delivered within five business days.
2. Estate Administration Services: Fees for estate administration services including court appearances, document preparation, asset collection, and transfer execution. Services cover both testate (with will) and intestate (without will) estates.
3. Trust/Hibah Amanah Administration: Ongoing administration fees for managing trust assets on behalf of beneficiaries. Services include special child needs trust, charitable trust, insurance trust, business succession trust, minor beneficiary trust, and other trust structures.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Palladium Trustee Berhad is a licensed Trustee Company that provides Will/Wasiat Writing Services (Standard and Comprehensive tiers), Estate Administration Services covering both intestate and testate estates, and Trust/Hibah Amanah Administration across nine specialized trust structures. The company is incorporated under the Companies Act 1965, registered as a Trust Company under Section 4 of the Trust Companies Act 1949, and regulated by Suruhanjaya Syarikat Malaysia (SSM). Services are delivered through face-to-face consultations at the Kuala Lumpur office or via complimentary home visits.

Product overview

Palladium Trustee Berhad is a licensed Trustee Company offering a comprehensive suite of estate planning and distribution services in Malaysia. The company operates as a single-service organization focused on in-person and consultation-based delivery rather than a software platform. Its core product portfolio includes two tiers of Will/Wasiat Writing Services (Standard and Comprehensive), Estate Administration Services (covering both intestate and testate estates), and Trust/Hibah Amanah Administration. The Trust services encompass nine specialized trust types including Special Child Needs Trust, Charitable Trust, Insurance Trust, Business Succession Trust, Minor Beneficiary Trust, Special Purpose Trust, Asset Protection Trust, Testamentary Trust, and Dynasty Trust. Additionally, the company provides a digital Stamp Duty Calculator tool and complimentary consultation services. All services are delivered through face-to-face consultations at their Kuala Lumpur office or via home visits.

Differentiator

Problem solved

Functional benefit

Products and services

• Standard Will/Wasiat Writing Services A straightforward templated Will/Wasiat document that Testators can sign on the same day at any Palladium Trustee branch or through agents. Includes appointment of Executor with distribution determined by percentage of entitlement or Faraid Law. Designed for Malaysian individuals needing a quick, cost-effective estate planning instrument.
• Comprehensive Will/Wasiat Writing Services A custom-made Will that includes appointment of Executor, Guardian for minor children, specific asset list, Testamentary Trust or Tabung Amanah Amal Jariah clause, and Harta Sepencarian clause for Muslims. First draft delivered within five business days. Built for clients requiring tailored estate planning beyond templated documents.
• Estate Administration Services Comprehensive estate administration for both intestate and testate estates, including Will/Wasiat readings, asset compilation, High Court document preparation for Grant of Probate or Letters of Administration, creditor notifications, and asset transfer to beneficiaries. Palladium Trustee appears in court on the client's behalf and manages the entire probate lifecycle.
• Trust / Hibah Amanah Administration Fiduciary arrangement services where Palladium Trustee acts as third-party Trustee to manage assets on behalf of beneficiaries. Assets held in Trust are not frozen upon death and remain accessible to beneficiaries more quickly than assets transferred through Will/Wasiat. Applicable to houses, real estate, cash, insurance/Takaful, fixed deposits, unit trusts, stocks/shares, intellectual property, club memberships, valuable works of art, furniture, antiques, and valuable collections.
• Special Child Needs Trust Trust service designed to provide for children with special needs, ensuring long-term financial care and management of assets for vulnerable beneficiaries.
• Charitable Trust / Tabung Amanah Amal Jariah Trust arrangement for charitable purposes, allowing Testators to allocate assets for charitable giving in accordance with Islamic Law.
• Insurance Trust Trust service for managing insurance or Takaful proceeds, ensuring proper distribution to beneficiaries.
• Business Succession Trust Trust designed to facilitate smooth business succession planning and transfer of business assets across generations or to chosen successors.
• Minor Beneficiary Trust Trust arrangement to manage and protect assets intended for minor beneficiaries until they reach adulthood.
• Special Purpose Trust Customizable trust arrangements for specific purposes as defined by the Settlor.
• Asset Protection Trust Trust designed to protect assets from creditors or from beneficiaries who may be incompetent in financial management.
• Testamentary Trust Trust created under a Will that takes effect upon the Testator's death, allowing controlled distribution of assets over time.
• Dynasty Trust Long-term trust structure designed to preserve wealth across multiple generations.
• Complimentary Consultation Service Free initial consultation service with no obligation to proceed, during which Palladium Trustee understands client needs and discusses how their services can help with estate planning matters. Delivered via phone, office visit, or home visit within reasonable distance.
• Stamp Duty Calculator Online calculator tool that computes Legal Fee and Stamp Duty based on Malaysian legal fee rates: 1% for the first RM100,000, 2% for RM100,001 to RM500,000, and 3% for amounts exceeding RM500,001. A free digital resource supporting prospective clients evaluating property-related estate transactions.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered minor.

• Idaman PharmaminorOthersMalaysian pharmaceutical company listed as a partner/supporter of Palladium Trustee Berhad, contributing to the ecosystem of Malaysian businesses supporting essential trust and estate planning services.
• HalagelminorOthersMalaysian company listed as a partner/supporter contributing to Palladium Trustee Berhad's ecosystem of service support.
• AwqafminorOthersIslamic endowment organization listed as a partner/supporter, aligning with Palladium Trustee's services for Muslim clients including wakaf and Tabung Amanah Amal Jariah.
• Wasiat PusakaminorOthersWill and estate planning related service provider listed as a partner/supporter of Palladium Trustee Berhad.
• Idaman LifecareminorOthersMalaysian healthcare/life care company listed as a partner/supporter in Palladium Trustee Berhad's business ecosystem.
• KopcelminorOthersMalaysian company listed as a partner/supporter contributing to Palladium Trustee Berhad's ecosystem.
• Avecena GlovesminorOthersMalaysian company listed as a partner/supporter in Palladium Trustee Berhad's business ecosystem.

Scale indicators2 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• OSK Trustees Berhad: Licensed Malaysian trustee company providing Will writing, estate administration, and trust services. Comparable to Palladium as a mid-sized independent trust company serving individual and family clients.
• Rockwills Trustee Berhad: Malaysian Will writing and estate planning specialist with a strong retail brand. Directly comparable to Palladium's Will/Wasiat writing and estate administration offerings, particularly in the non-Muslim segment.
• AMTrustee Berhad: Independent licensed trustee company providing Will writing, estate administration, and trust services in Malaysia. Closely matches Palladium's positioning as an independent, non-bank-affiliated trustee competing on service quality.
• RHB Trustees Berhad: Bank-affiliated licensed trustee company providing Will writing, estate administration, and trust services. Comparable to Palladium in core service offerings, with the additional advantage of RHB Bank's distribution network.
• Public Trust Berhad: Malaysia's largest licensed trustee company offering Will writing, estate administration, and trust administration across multiple branches. Directly comparable to Palladium on regulatory standing, product scope, and target market.
• CGS-CIMB Trustees Berhad: Trustee arm of CGS-CIMB providing Will writing, estate administration, and trust administration. Comparable to Palladium in regulated trustee services, with capital markets group distribution synergies.
• Maybank Trustees Berhad: Trustee arm of Maybank offering estate administration, Will writing, and trust administration. Competes with Palladium for Malaysian individuals and families seeking fiduciary services, leveraging Maybank's retail franchise.
• Affin Trustees Berhad: Affin Banking Group's trustee arm offering estate planning, Will writing, and trust administration. Directly comparable to Palladium on regulatory standing and Shariah/non-Muslim Will offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/palladium-trustee-berhad

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Palladium Trustee Berhad