Specialises in physical and digital asset protection, with strategies tailored to risk profiles and jurisdictional needs.
Experienced in estate and succession planning for intergenerational wealth transfer.
Well-versed in offshore Trust structuring and regulatory compliance.
Skilled in tax optimisation and cross-border wealth structuring.
Supports clients in legacy planning and philanthropic giving through structured solutions.
Professional Track Record:
Over 10 years in the financial industry, with prior experience as a banker specialising in wealth management, asset protection, and estate planning.
Recognised as a top revenue contributor in private banking, managing multimillion-dollar portfolios and delivering bespoke, high-value financial solutions.
Chinese (Traditional)
Chinese (Simplified)
English (UK)