Seminars: Family Office, Trust & Estate Planning in Malaysia

Monthly Activity Overview

Seminars Overview – November 2026

Join FIAM this month for a series of insightful events:

📅 12 November (Thursday)
⏱ 2:00PM – 3:00PM
Topic: Charitable Trust, Foundation or CLBG?
Choosing the Right Structure for Your Legacy Goals
(English Session at Menara Ecoworld BBCC)

📅 13 November (Friday)
⏱ 2:00PM – 3:00PM
Topic: Benefits of Offshore Trust Structure
(Mandarin Session at Menara Ecoworld BBCC)

📅 26 November (Thursday)
⏱ 2:00PM – 4:00PM
Topic: Offshore Trust or Offshore Insurance?
Understanding BVI & Hong Kong Trust Structures, Offshore Insurance and why they are essential to HNW families
(English Session at Menara Ecoworld BBCC)

Stay informed and empowered — see you there!

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Business Opportunity

Be the first to lead the charge! Seize this golden opportunity to enhance your sales potential and widen your scope.

Business Opportunity Webinar

Be the first to lead the charge! Seize this golden opportunity to enhance your sales potential and widen your scope.

Navigating the Nasdaq IPO Journey: From Private to Public

This session provides insights into cross-border financing, capital markets activities, IPO advisory, investor relations strategy, and international business expansion.

Wills, Inheritance & Property in Malaysia

Understand how wills, inheritance planning, and property ownership affect your family’s future.

What Happens to Your Assets Under Syariah Law After Your Passing?

Join Ms. Julia as she explains what happens to your assets under Syariah law after your passing. Learn how Faraid...

Family office

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

Strategic Premium Financing for Modern Wealth Planning

Premium financing has evolved from a product-driven conversation into a strategic capital tool within modern wealth planning. This session explores...

The Data Gap: Why You Manage Your Money Daily, but Your Health Only Yearly

Why do we manage our money daily but only pay attention to our health once a year? This topic explores...

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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

Mr. Christopher Wong

Christopher Wong is the Director and Founding Partner of Spartan Ives Capital and Chief Operating Officer of Spartan Ives Advisory. He is an experienced fund manager with exposure to both public and private markets, specialising in fund structuring, portfolio management and investment solutions.

Mr. Marcus Tan

Marcus is a director in Spartan Ives Capital Sdn Bhd, a venture capital (VC) registered with the Securities Commission, Malaysia. He is the legal counsel of Kinetic, a digital asset exchange (DAX) licensed by the Securities Commission, Malaysia. He is sitting as a member in the Audit & Risk Committee of Tunku Abdul Rahman University College Education Foundation.

Ms. Cheryl Ban

Ms. Cheryl Ban is a pharmacist with over 15 years of experience in the UK and Malaysia, integrating clinical insight with biometric interpretation to improve stress response, sleep, and metabolic health. She decodes physiological signals like HRV to guide sustainable routines and designs corporate wellness programs translating longevity science into practical strategies for high-performance teams.

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.