Company Profile
Safeguarding Wealth. Securing Legacies.
Malaysia's Trusted Independent Trust Company
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About Us
Who We Are
Citadel Trustee Berhad is Malaysia's trusted independent private trust company, providing expert wealth structuring and trust administration for discerning individuals, families, and enterprises.
Founded with a clear mission to address the growing need for independent, professional trust services in Malaysia, we operate with complete independence - ensuring every recommendation serves your best interests.
Our approach combines traditional fiduciary principles with modern wealth management strategies, creating bespoke solutions that address the complex needs of today's global families and enterprises.
Company Information
Regulatory Framework
Registered trust company
Regulatory oversight & compliance
AML/CFT compliance supervision
Trustee powers & duties
Our Team
Leadership
Syarifah Baizura
Chief Executive Officer & Director
Extensive expertise in trust administration and wealth management, guiding the company's commitment to fiduciary excellence and client-centric service.
Azizi Bin Anuar
Director
Over 20 years across corporate and commercial banking, debt advisory, capital markets, and credit risk management with leading financial institutions.
Asmi Haron
Chief Operating Officer
Over 22 years in banking and financial services, with expertise in SME financing, investment management, and strategic business development.
YM Ungku Shaheeran NS Bin US Shah
Chief Financial Officer
ACCA-trained finance leader with over a decade across accounts management, budgeting, procurement, cost control, and strategic negotiation.
Dato' Dr. Suhaimi Bin Ibrahim
Strategic Advisor
Chairman of KOBENA, PhD in Politics & Government from UPM, Harvard Kennedy School alumnus. Former Political Secretary to the PM and National Youth Icon.
Governance
Legal Advisory Panel
Tan Sri Dato' Sri (Dr.) Mohamed Shafee Abdullah
Legal Counsel, Messrs Shafee & Co.
Citadel Trustee Berhad is honoured to appoint Tan Sri Dato' Sri (Dr.) Mohamed Shafee Abdullah of Messrs Shafee & Co. as the Company's official Legal Counsel.
One of Malaysia's most distinguished legal practitioners, with a career spanning over four decades in constitutional, corporate, and commercial law.
Tan Sri Shafee and his team advise the Board and management on all legal and governance matters, ensuring the interests of our settlors, beneficiaries, and stakeholders remain protected under the finest legal expertise available.
Our Subsidiary
Forte Wealth Advisory
Strength in Every Decision
Forte Wealth Advisory Sdn Bhd (1669055-M) is a wholly-owned subsidiary of Citadel Trustee Berhad, serving as the official marketing arm for client engagement.
Clients benefit from seamless access to both wealth advisory services and institutional-grade trust structuring, all within a single trusted ecosystem.
Wealth Advisory
Comprehensive financial guidance tailored to complex wealth decisions for affluent clients.
Investment Planning
Strategic portfolio alignment with your long-term goals and wealth preservation priorities.
Client Relations
Ongoing relationship management with regular reviews, proactive communication, and transparent reporting.
What We Offer
Our Services
Personal & Family Trusts
Protect your family's future with customized trust structures for wealth preservation and succession planning.
Business & Corporate Trusts
Ensure seamless business succession and protect company assets with professional corporate trust solutions.
Shariah-Compliant Services
Islamic wealth planning including IFPGT and Shariah-compliant trust structures approved by qualified advisors.
Wealth Structuring
Strategic wealth organization to optimize protection, tax efficiency, and intergenerational transfer.
Trust Administration
Professional management of trust assets, distributions, and compliance with fiduciary standards.
Asset Protection
Shield your assets from potential claims, creditors, and unforeseen circumstances.
Islamic Wealth Planning
Shariah-Compliant Services
Our Shariah-compliant trust services are designed in consultation with qualified Shariah advisors to ensure full religious compliance alongside effective estate planning.
Shariah advisory coordination
Trust structure design
Shariah-compliant structures
Wasiat preparation
Estate planning consultation
Family governance
Shariah Compliance
All structures align with Islamic law, avoiding riba (interest), gharar (excessive uncertainty), and haram activities.
Faraid Awareness
Understanding mandatory Islamic inheritance distribution rules while utilizing permissible planning tools.
Transparency & Fairness
Clear documentation and equitable treatment in accordance with Islamic principles of justice.
Charitable Obligations
Accommodation for Zakat and other Islamic charitable requirements within wealth structures.
Understanding
The Role of a Trustee
A trustee is a legal entity appointed to hold and manage assets on behalf of beneficiaries, acting with the highest standard of care and fiduciary responsibility.
In Malaysia, trustees play a critical role in safeguarding assets, ensuring compliance with regulatory requirements, and protecting the interests of beneficiaries.
Asset Custody
Hold legal title to assets on behalf of beneficiaries
Fiduciary Duty
Exercise the highest standard of care and loyalty
Regulatory Compliance
Ensure adherence to laws and trust deed covenants
Distribution Management
Facilitate timely and accurate distributions
I-Forte Dynamic Trust
A new trust structure designed for what comes next.
Details are reserved for those who ask.
admin@citadeltrusteeberhad.com.my | +603-6415 7618
What Drives Us
Our Values
Fiduciary Excellence
Highest standards of fiduciary duty
Confidentiality
Rigorous privacy protocols
Regulatory Integrity
Full compliance with regulations
Personalized Service
Bespoke solutions for each client
Long-Term Partnership
Generational wealth stewardship
Our Philosophy
Client-Centric Approach
At Citadel Trustee, our clients are at the heart of everything we do. We believe that true wealth preservation begins with understanding your unique circumstances, goals, and aspirations.
Unlike product-driven institutions, we take the time to listen, understand, and design solutions that genuinely serve your best interests - building relationships that span generations.
Listen First
We begin every relationship by understanding your unique situation, concerns, and objectives.
Tailored Solutions
No cookie-cutter approaches. Every trust structure is customized to your specific needs.
Transparent Communication
Clear, honest dialogue throughout our partnership with no hidden agendas.
Long-Term Commitment
We measure success in generations, not transactions. Your legacy is our priority.
How We Work
Our Process
A proven process that ensures your wealth preservation goals are met with precision and care
Discovery Consultation
We begin by understanding your family dynamics, financial goals, and wealth preservation objectives.
Strategic Planning
Our team develops a comprehensive trust structure aligned with your unique circumstances and long-term vision.
Implementation
We handle all legal documentation, regulatory filings, and administrative setup with meticulous attention to detail.
Ongoing Administration
Professional trust administration with regular reporting, compliance monitoring, and adaptive management.
Our Advantage
Why Choose Citadel Trustee
We combine independence, expertise, and personalized service to deliver trust solutions that truly serve your interests - not ours.
True independence - no product affiliations
Customization focus - bespoke solutions
Regulatory excellence
Long-term partnership approach
Professional, qualified team
Capital protection innovation
Client-centric philosophy
Transparency in fees and processes
Get In Touch
Contact Us
Schedule a private consultation to discuss your wealth preservation needs
admin@citadeltrusteeberhad.com.my
Phone
+603-6415 7618
Address
B-13-1 Pavillion Embassy
200, Jalan Ampang
50450 Kuala Lumpur
Office Hours
Monday - Friday
9:00 AM - 5:30 PM
Citadel Trustee Berhad (1366598-H)