Seminars: Family Office, Trust & Estate Planning in Malaysia

Monthly Activity Overview

Seminars Overview – September 2025

Join FIAM this month for a series of insightful events:

📅 18 September (Thursday) – Family Office (English session at Menara Eco World)

📅 20 September (Saturday) – The Benefits of Offshore Trust Structure and Insurance + Trust: Unlocking Investment Strategies in Singapore, Hong Kong, and Malaysia (English sessions at Menara Eco World)

📅 25 September (Thursday) – Health Meets Wealth – The Timeless Way (English session at Menara Eco World)

Stay informed and empowered — see you there!

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Health Meets Wealth — The Timeless Way

Health Meets Wealth — The Timeless Way highlights the powerful connection between well-being and financial security. By integrating smart wealth…

Insurance and Trust: Unlocking Investment Strategies in Singapore, Hong Kong, and Malaysia

Insurance and trust structures are increasingly used in Singapore, Hong Kong, and Malaysia to unlock cross-border investment opportunities. By combining…

The Benefits of Offshore Trust Structure

Discover how offshore trust accounts can provide enhanced asset protection, tax efficiency, and financial privacy for individuals and families.

Family office

Comprehensive exploration of Family Offices. Learn how Family Offices can offer enhanced asset protection, tax optimisation, and increased financial confidentiality…

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Join FIAM’s seminars in Malaysia on family office management, trusts, and estate planning. Learn strategies for wealth preservation and legacy planning

Meet the Experts Behind Our Past and Present Seminar Events

Ms. Cheryl Ban

Cheryl is a pharmacist, HRDCorp Certified Trainer, and health coach who collaborates with Signsbeat, a leading health technology company that transforms wearable data into meaningful health insights. With more than 15 years of experience in pharmacy and training, She now focuses on personalized health coaching powered by biometric technology.

Mr. Canby

Holds an academic background in Business Administration and Finance from the EMBA program at National Taiwan University, with professional expertise in commercial banking, corporate banking, and family wealth advisory and planning.

Ms. Thum Huey Syu

Ms. Thum Huey Syu specializes in corporate services, company formation, and client support across Labuan, Dubai, and international markets.

Ms. Eva Ying

Ms. Eva Ying Jingjing the General Manager of Danube in the Greater China Region and the Sales Director of the China Marketing Department of Dubai-based private developer Danube

Ms. Patricia Boon

Partner in the Private Client team, specializes in UK tax, cross-border estate planning, and trusts, advising ultra-high-net-worth individuals, particularly Asian families, on sustainable wealth succession.

Ms. Nancy Chien

Partner and Head of International Private Clients at Bedell Cristin, specializes in offshore law, trust and estate planning, pensions, and regulatory compliance, with extensive global legal experience.

Ms. Julia Binti Mustaffa

Managing Director and CEO of Palladium Trustee Berhad, brings over 20 years of expertise in financial, estate, and trust planning, with leadership roles across major Malaysian institutions.

Mr. Yiow Tan

Jersey Finance’s Southeast Asia Director, with extensive corporate finance experience across Asia, specializing in private wealth, funds, and capital markets.

Ms. Chong Han Nee

Associate Director at ZICO Trust, has over 10 years of experience in trust management, specializing in wealth protection, succession planning, and trust restructuring.

Ms. Sueanne

Ms. Sueanne, admitted to the Malaysian Bar in 2019, specializes in dispute resolution, estate administration, corporate advisory, and commercial drafting across various legal sectors.

Mr. Martin Chin

Partner at Timeless International Family Office, has over 10 years of expertise in family offices, financial strategy, and venture capital, and serves as a Senior Mentor for global wealth succession training.

Mr. Ryan Tan

Vice President of Timeless International Family Office, specializes in private equity, corporate valuation, and U.S. IPO advisory, with over 10 years of financial and investment experience.

Ms. Vicky Tan

General Manager of Timeless International Family Office, shared her insights on the benefits of family offices and offshore trust accounts, strategies to multiply wealth through global estate planning, and new opportunities in mREITs with Timeless International Family Office.

Ms. Diyana

Business Development Manager of Timeless International Family Office, shared her expertise on key topics, including the benefits of offshore trust structures, business opportunities, the role of family offices and offshore trust accounts, and exploring mREITs with Timeless International Family Office.

Mr. Nic Lee

Business Development Manager of Timeless International Family Office, shared his insights on the advantages of offshore trust structures and explored emerging business opportunities.

Mr. Benn Lee

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.

Mr. Danny Tan

Danny Tan is a Business Development Manager at Timeless International Family Office, bringing over 13 years of experience in insurance and wealth planning. He specializes in private client advisory, offshore trust structuring, succession planning, and cross-border investments for affluent families and entrepreneurs.