Full Member of STEP (Credential ID: 297402), Associate Member of ACFE
Expertise:
Advising on private wealth structuring for HNW & UHNW families.
Building legal firewalls against disputes, creditors, divorce claims, and unforeseen risks.
Protecting identity, assets, and financial confidentiality through CRS and CARF-compliant structures.
Bringing global assets into coordinated, controlled, and succession-ready structures.
Managing crypto assets within trust structures, including utilisation and secure custody.
Founder of the Captain Trust channel, an educational social media platform sharing insights on trust and wealth structuring developments.
Professional Track Record:
Recipient of the Most Outstanding Offshore Trust Advisor Award and a Multi-million US Dollar Sales Achievement Award, Hong Kong Fiduciary Association Limited. (2025)
Certified NLP Practitioner with 17 years award-winning experience in trust, banking & private wealth management.
National Champion for Top Performing Regional Wealth Management Award (Bancassurance), Public Bank Bhd. (2021)
National Champion for Sales Management & Data Analytics, in collaboration between Public Bank Bhd, AIA and McKinsey & Co. (2021)
Consistent Top Performing Manager, Public Bank Bhd. (2016-2021)
National Top 10 Outstanding Achievers Award, Public Bank Bhd. (2009-2011)
Chinese (Traditional)
Chinese (Simplified)
English (UK)
