Mr. Eric Lo

Trust Relationship Director

Expertise:

  • Over 16 years in the Banking & Financial Industry, specialising in high-net-worth wealth management.

 

  • Specialises in offshore trust services, including asset protection, inheritance planning, family trust planning, and privacy protection.

 

  • Expertise in custodying crypto assets, ensuring secure, compliant, and efficient management within trust frameworks.

 

  • Guiding high-net-worth clients in the formation of trusts, securing their long-term financial security, and safeguarding personal and financial privacy.

Professional Track Record:

  • 10-Million-Dollar Trust Ambassador, managing assets (AUM) exceeding USD $10 million.

 

  • Led the formation of over 100 trusts, helping clients navigate complex financial and legal landscapes.

 

  • Extensive experience in protecting assets across jurisdictions, ensuring compliance and optimising wealth transfer strategies.
Mr. Alexander Wong