Specialises in physical and digital asset protection, with tailored strategies for safeguarding wealth across jurisdictions.
Experienced in estate and succession planning, enabling seamless intergenerational wealth transfer.
Deep understanding of offshore Trust structures and regulatory compliance across key financial hubs.
Proficient in tax optimisation and holistic wealth structuring for high-net-worth individuals.
Guides clients in structuring philanthropic initiatives and legacy planning aligned with long-term values.
Professional Track Record:
Over a decade of experience in the financial sector, with prior roles in private banking focusing on wealth management, estate planning, and asset protection.
Consistently recognised as a top revenue contributor, managing multi-million AUM portfolios and delivering tailored, results-driven financial strategies.
Chinese (Traditional)
Chinese (Simplified)
English (UK)