Singapore, Singapore
There’s a moment in every family’s journey when wealth stops being just about numbers — and starts being about what endures. That’s where I come in. I work primarily with successful business owners, property investors, and qualified accredited investors (AI) to structure their assets and plan their legacy — so that what they’ve built doesn’t just survive them, but truly lives on. My work sits at the intersection of estate planning, trust structures, and asset succession — integrated, intentional, and built around each family’s unique story. Beyond the advisory frontline, I lead and mentor financial practitioners who are ready to move beyond transactional advisory. For those exploring a full-fledged FA platform — and looking to differentiate through legacy planning — I offer a pathway to grow sustainably, serve at a higher level, and build a practice they’re proud of. At home, I’m a husband and father of two daughters — which, honestly, is the biggest reminder of why legacy planning matters. If you’re an affluent individual wondering whether your wealth is truly protected and purposefully directed — or a practitioner ready for your next chapter — let’s have a conversation.
Elite Legacy Planning was founded to provide better, more personalised consultation service to people in need of estate planning services. We provide the following services: * Will creation * Trust creation * Trust administration * Nomination of guardian for minor children * Special needs planning * Drafting of Advance Medical Directives (AMD) * Drafting of Lasting Powers of Attorney (LPA) * Business formation * Business succession planning (family and non-family) We at Elite Legacy Planning understand that when you are making decisions that will impact your future and the security of your loved ones, you need to be fully informed of the laws that govern inheritance and how these regulations will be invoked. Crafting a Will without a working knowledge of the prevailing legal context places your beneficiaries at risk. This is especially when the particular family structure is not simple or prone to shifts. When you engage Elite Legacy Planning, we will personally manage your Will matters. While some legal firms may bounce you from paralegal to associate with no clear point of contact, we will work with you directly from beginning to end.
To manage the operations of the Customer Care Department, achieve the annual customer care budget and profit contribution, lead a team of Customer Care staffs in providing customer care services and executing and fulfilling the contract services, and deliver highest level of quality customer care services to customers. Fully responsible for profit and loss. Responsibilities (Operations): Overall responsible for the efficient and effective operations of the Customer Care Department, overall profitable performance of the Customer Care Department and meeting the goals and objectives of the Company. Plans, recommends, maintains the objectives, organisation methods, performance standards, procedures, facilities and equipment, and budgets required to perform the service contracts, technical support and other customer care obligations. Supports and coaches Assistant CC managers as they deliver customer services, using periodic performance reviews. Establishes and maintains a competitive infrastructure for the implementation and realisation of customer care services. Conducts or arranges for the conduct of meeting, training as required for the execution of assigned responsibilities by staff, the proper maintenance procedures, technical discussions, and resolve problems. Attends customer care meetings with customers to review the performance of the systems or equipment and necessary corrective actions to reduce breakdowns, improve the system performance, or upgrade of system or equipment or resolve customer complaints. Prepares business plans for Customer Care including budgeting, forecasting, resource and training planning based on the annual goals defined in the budget. Maintains cordial and diplomatic relationship with principals, manufacturers, distributors, customers, clients suppliers, internal staff and others outside the organisation.