Overview of Estate Planning (Will Writing, Malaysia Trust, and Offshore Trust)
Event Information
📅 Date: October 12, 2024 (SAT)
🕕 Time: 2:00PM – 4:00 PM
📍 Venue: 37-3A, The Stride BBCC
* Free Parking – LaLaport
☕ Light Refreshments: Coffee, tea and dessert
🔖 Fee: Free
The talk is free this month! Limited-time offer – don’t miss out!
Event Outline
Join our guest speaker, Ms. Julia Binti Mustaffa, Managing Director/CEO of Palladium Trustee Berhad, and an expert in estate planning, for a comprehensive session on how to manage and distribute your assets effectively. With her extensive knowledge and experience, Ms. Julia will guide you through the process of creating a will, setting up a trust, and safeguarding your wealth for future generations. Discover how these essential tools can protect your legacy, minimize disputes, and ensure financial security for your loved ones.
Ms. Diyana, Business Development Manager of Timeless International Family Office, will collaborate with Ms. Julia to deliver an insightful discussion on estate planning. Together, they will offer valuable guidance on how to utilize wills, Malaysia Trusts, and Offshore Trusts to protect your assets, ensure the smooth transfer of wealth, and secure the financial future of your family. Don’t miss this opportunity to learn from two leading experts as they share their wealth of knowledge on safeguarding your legacy for generations to come.
Ms. Julia Binti Mustaffa
Qualifications:
• MBA, BBA (Hons) Finance
• STEP (Diploma in International Trust Management)
• Certified Financial Planner (CFP)
• Islamic Financial Planner (IFP)
Professional Experience:
Ms. Julia Binti Mustaffa brings over 20 years of experience in financial and estate planning.
She previously served as the CEO of Maybank Trustees Berhad, a subsidiary of Malayan Banking Berhad, and Public Bank Trustee Services Berhad, a subsidiary of Public Bank Berhad.
In addition, she has held key roles at Bank Muamalat Malaysia Berhad, Amanah Raya Berhad, and Amanah Saham Nasional Berhad, accumulating a wealth of expertise in trust management and legacy planning.
Expertise:
Julia is a recognized member of the Society of Trust and Estate Practitioners (STEP) and has extensive knowledge in both conventional and Islamic estate planning.
She has been a speaker and trainer for many prominent Malaysian financial institutions, including Maybank, Public Bank, Public Mutual, Bank Muamalat, Amanah Saham Nasional Berhad, and others.
Julia Binti Mustaffa is a distinguished leader in the trustee and financial planning sectors, currently serving as the Managing Director and CEO of Palladium Trustee Berhad (“Palladium Trustee”). With over two decades of extensive experience in financial and estate planning, Julia has held several pivotal roles at leading institutions, establishing her as a key figure in the industry.
Prior to her current position at Palladium Trustee, Julia served as the CEO of Maybank Trustees Berhad, a subsidiary of Malayan Banking Berhad, and Public Bank Trustee Services Berhad an associate company of Public Bank Berhad. Her expertise is further enhanced by her roles at Bank Muamalat Malaysia Berhad, Amanah Raya Berhad, and Amanah Saham Nasional Berhad, where she played an instrumental role in shaping the strategic direction of these institutions.
Julia’s academic credentials include an MBA and a BBA with honors in Finance, complemented by professional qualifications such as the STEP Diploma in International Trust Management, Certified Financial Planner (CFP), and Islamic Financial Planner (IFP). Her membership in the Society of Trust and Estate Practitioners (STEP) reflects her status as a leading expert in estate planning and trust management.
Throughout her career, Julia has been a sought-after speaker and educator, regularly sharing her expertise on financial and estate planning with leading Malaysian institutions, including Maybank, Public Bank, Public Mutual, Bank Muamalat, and Amanah Saham Nasional Berhad. Her dedication to promoting financial literacy and effective wealth management underscores her commitment to the field.
As the Managing Director and CEO of Palladium Trustee Berhad, Julia leads with a strong focus on providing personalized estate planning and wealth preservation solutions. Under her leadership, Palladium Trustee continues to excel in delivering tailored strategies for asset protection and distribution, ensuring that clients receive comprehensive and trustworthy solutions for managing their wealth with integrity and care.
Ms Diyana
- Business Development Manager of Timeless International Family Office
