Ms. Siew Lee

Trust Relationship Director

Expertise:

Specialisation in offshore private trust services:

 

  • Asset Protection and Structuring
    • Creating tailored solutions for high-net-worth families, encompassing both traditional and digital wealth.

 

  • Inheritance & Family Trust Planning
    • Ensuring seamless wealth transfer across generations, with a focus on both conventional and emerging asset classes.

 

  • Wealth Management & Legal Compliance
    • Optimising global asset portfolios, ensuring tax efficiency and regulatory alignment.

Professional Track Record:

  • 10-Million-Dollar Trust Ambassador
    • Trusted with portfolios exceeding USD $10 million, providing expert guidance on complex financial planning and asset protection strategies.

 

  • Over 14 years of experience in the banking and financial industry, advising high-net-worth individuals and families.

 

  • Held senior roles in business finance and development, including at CapBay, Planworth Global Factoring, OCBC Bank, and Maybank, specialising in working capital solutions, trade and supply chain finance, and emerging business banking.
Ms. Samantha Chang
Mr. Raj Chawla