Insurance + Trust:
Unlocking Investment Strategies in Singapore, Hong Kong, and Malaysia
Event Information
📅 Date: 20-Sep-2025 (Saturday)
🕕 Time: 14:00 – 15:00
📍 Venue: 37-3A & 37-05 Menara Eco World (formerly known as Menara The Stride)
* Free Parking – LaLaport
☕ Light Refreshments: Coffee, tea and dessert
🔖 Fee: Free
Event Outline
Join us for an insightful session with Mr. Benn Lee as he explores how Insurance + Trust can unlock powerful investment strategies across Singapore, Hong Kong, and Malaysia. Discover how the right structures can help you protect your wealth, ensure smooth succession, and create tax-efficient opportunities for long-term growth.
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.
