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Ms. Tracy Tan

Trust Relationship Manager

Expertise:

  • Delivers bespoke advisory across education, migration, and international investment for high-net-worth individuals.

 

  • In-depth understanding of foreign education systems, immigration regimes, and cross-border property acquisition.

 

  • Proficient in compiling strategic documentation for application, interview, and approval processes.

 

  • Offers integrated advice on family wealth preservation, international investing, and residency strategy.

Professional Track Record:

  • Over 15 years in private advisory, with a strong focus on affluent client servicing.

 

  • Successfully handled more than 1,000 custom planning cases across Asia and overseas markets.

 

  • Known for her structured approach and practical execution in complex trust-related scenarios.

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