Designing inheritance planning solutions to facilitate seamless wealth transfer across generations while preserving family legacies.
Structuring businesses under a trust to enhance tax efficiency and maximise savings.
Securing assets against legal disputes, creditors, and unforeseen financial risks.
Consolidating and protecting international assets within a legally robust trust framework.
Legally custody your crypto assets with secure, compliant, and efficient banking solutions.
Protecting client identity and privacy by safeguarding personal information and ensuring strict confidentiality.
Professional Track Record:
Over 15 years in banking, serving high-net-worth clients across Singapore, Hong Kong, Malaysia, and Greater China, specializing in cross-border wealth, investment, and succession strategies.
Specialized in multi-asset advisory, including investment structuring, insurance-linked products, and fixed-income solutions.
Partnered with family offices to deliver tailored financial strategies aligned with clients' long-term objectives.
Oversaw a high-value client portfolio, implementing bespoke investment and trust solutions across Greater China and Southeast Asia.
Chinese (Traditional)
Chinese (Simplified)
English (UK)
