An expert in advising ultra-high net worth families, individuals and corporations to address their simple to complex wealth planning needs through personalized, tailor-made and comprehensive trust, fiduciary and insurance solutions.
Worked in a management role with global, international private banks leading their trust and wealth planning division. Subsequently, has led to two major offshore insurance brokers, one based in the U.S and another in the U.K, to startup their business in Asia. Both companies have then become leaders in providing insurance broking and wealth planning services to ultra-high net worth clients in Asia.
During the founding of the two insurance broking companies in Asia, has partnered with over 50 international private banks and family offices, as referral partners. Has gained access to work with the largest insurance carriers globally to develop tailor-made and proprietary products and solutions, to continuously meet clients’ succession, wealth transfer, asset protection and other relevant wealth planning needs, under the continuous changing financial and regulatory environment.