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Mr. Terence Tan

Trust Relationship Manager

Expertise:

Core competency in tailor-made offshore private Trust services for high-net-worth individuals and families, in the areas of:

  • Physical & Virtual Asset Protection

 

  • Inheritance Planning

 

  • Family Trust Planning

 

  • Wealth Management & Insurance Services

Professional Track Record:

  • Insurance & Financial Planning
    • Successfully advised high-net-worth individuals (HNWIs) on wealth accumulation and risk management.

 

    • Specialising in estate planning, investment-linked policies, and business succession strategies.

 

  • Business Advisory & Strategic Support

 

    • Provided advisory services to corporate clients, focusing on optimising employee benefit schemes and long-term wealth planning.

 

    • Contributed to building high-performing teams for Financial Services and Technology sectors, supporting business continuity and succession goals.

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Hong Kong Fiduciary Association Limited provides complimentary consultations on tailored financial strategies and comprehensive guidance to secure and grow your wealth globally.

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