Offshore Trust or Offshore Insurance?
Understanding BVI & Hong Kong Trust Structures, Offshore Insurance and why they are essential to HNW families
Event Information
📅 Date: 26-Nov-2026 (THU)
🕕 Time: 2:00PM – 4:00PM
📍 Venue: 37-3A, Menara Ecoworld BBCC
🔖 Fee: Free
The talk is free this month! Limited-time offer – don’t miss out!
Event Outline
Explore the key differences between offshore trusts and offshore insurance, including BVI and Hong Kong trust structures. This session highlights their roles in asset protection, wealth preservation, estate planning, and succession planning, helping high-net-worth families understand which solutions best suit their long-term wealth and legacy goals.
Mr. Ryo Lim
Associate Director-HNWI at MP Insurance Brokers and Founder/Director at RS Apex Consultancy
Ryo serves as Associate Director-HNWI at MP Insurance Brokers and Founder/Director at RS Apex Consultancy, specialising in bridging local market nuances with global risk strategies. He has prior experience in working closely with banking partners and high-net-worth (HNW) clients, empowering financial institutions through strategic consultancy, equipping relationship managers with advanced insights into wealth preservation, distribution, and intergenerational planning.
With professional foundations built in the competitive Hong Kong and Singapore financial market, Ryo brings strong capabilities across insurance-based wealth structuring, family trust, product structuring, legacy and succession planning, integrated insurance–trust solutions, and business continuity strategies.
Ryo holds an academic background in Politics from the University of St Andrews and the University of Manchester, offering a global and analytical perspective on economic and geopolitical shifts. Fluent in English, Bahasa Malaysia, Mandarin, Hokkien, and Cantonese, he navigates diverse cultural and professional environments with ease.
Mr. Benn Lee
Business Development Manager of Timeless International Family Office
Benn Lee is a Business Development Manager at Timeless International Family Office, with over 15 years of experience across Private Wealth Advisory, offshore trust planning, and family office services. His background spans banking, insurance, and asset management, where he has delivered bespoke financial solutions to high-net-worth individuals and institutions.
Benn was consecutively recognized as a Million Dollar Advisor at one of Malaysia’s top investment banks and achieved Million Dollar Round Table (MDRT) qualification during his time in the insurance sector. These distinctions reflect his ability to craft strategic, results-driven investment and wealth preservation plans.
At Timeless, Benn plays a key role in business expansion, advising on tax-efficient structures, cross-border investments, and succession planning. His clientele includes prominent families seeking support on intergenerational wealth transfer and multi-jurisdictional trust structuring.
A frequent speaker and consultant, Benn is known for his analytical depth, market insight, and regional network—helping clients navigate complex financial landscapes while securing long-term legacy and impact.
This Event is Fully Booked
Thank you for your interest!
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