Jeannie Tong
License No.: eCMSRL/B9859/2020
Senior Financial Consultant & Senior Estate Planner
Will & Trust strategist.
I helped families to structure a comprehensive Will and Trust to protect their families’ assets and avoid any family conflicts.
I am a seasoned Will & Trust strategist with a passion for helping families safeguard their assets and prevent potential family conflicts. With my expertise, I work closely with families to develop comprehensive estate plans that ensure their legacy is protected for future generations. Through meticulous structuring of Wills and Trusts, I provide tailored solutions that meet each family’s unique needs and goals.
My in-depth understanding of estate planning laws and regulations allows me to provide expert guidance on matters such as asset protection, tax planning, and probate avoidance. I am committed to providing personalized and compassionate service, taking the time to listen to my client’s concerns and objectives, and crafting strategies that align with their values and wishes.
My track record of success in helping families achieve peace of mind and financial security is a testament to my dedication and professionalism. I am proud to be a trusted advisor to families, guiding them through the complexities of estate planning with clarity and transparency. Whether it’s developing a Will, establishing a Trust, or navigating the intricacies of estate administration, I am committed to helping families preserve their wealth and protect their loved ones for generations to come.
With my unwavering commitment to excellence and my deep expertise in Will and Trust planning, I am your trusted partner in safeguarding your family’s assets and ensuring a legacy that lasts for lifetimes. Contact me today to discuss how I can assist you in securing your family’s financial future with a comprehensive Will and Trust strategy.
Case references:
1️⃣ Divorcee who ran away with her children from her husband’s mental abuse.
2️⃣ Parents who disown their own son from their inheritance
3️⃣ Self-emergency funding in the event of dementia, coma, total permanent disability, or death
4️⃣ Proxy cases – to transfer your assets from a proxy to your family
5️⃣ Business ownership & succession planning
If you would like to know more about it, do click on the link for a 20 minutes discussion, Book now
My Testimonials
Penny Tan
Head of Dept, Sungai Petani Kedah
Dr Jega
Doctor
Boey YY
Head of Dept
Yew KS
Director of Tridants Sdn Bhd
Will & Trust strategist.
I helped families to structure a comprehensive Will and Trust to protect their families’ assets and avoid any family conflicts.
I am a seasoned Will & Trust strategist with a passion for helping families safeguard their assets and prevent potential family conflicts. With my expertise, I work closely with families to develop comprehensive estate plans that ensure their legacy is protected for future generations. Through meticulous structuring of Wills and Trusts, I provide tailored solutions that meet each family’s unique needs and goals.
My in-depth understanding of estate planning laws and regulations allows me to provide expert guidance on matters such as asset protection, tax planning, and probate avoidance. I am committed to providing personalized and compassionate service, taking the time to listen to my client’s concerns and objectives, and crafting strategies that align with their values and wishes.
My track record of success in helping families achieve peace of mind and financial security is a testament to my dedication and professionalism. I am proud to be a trusted advisor to families, guiding them through the complexities of estate planning with clarity and transparency. Whether it’s developing a Will, establishing a Trust, or navigating the intricacies of estate administration, I am committed to helping families preserve their wealth and protect their loved ones for generations to come.
With my unwavering commitment to excellence and my deep expertise in Will and Trust planning, I am your trusted partner in safeguarding your family’s assets and ensuring a legacy that lasts for lifetimes. Contact me today to discuss how I can assist you in securing your family’s financial future with a comprehensive Will and Trust strategy.
Case references:
1️⃣ Divorcee who ran away with her children from her husband’s mental abuse.
2️⃣ Parents who disown their own son from their inheritance
3️⃣ Self-emergency funding in the event of dementia, coma, total permanent disability, or death
4️⃣ Proxy cases – to transfer your assets from a proxy to your family
5️⃣ Business ownership & succession planning
If you would like to know more about it, do click on the link for a 20 minutes discussion, Book now
Specialize in Legacy Preservation and Distribution - Will, Family Trust, Standy Trust, Business Succession Trust, Qing Ming Trust, and Special Child Trust to protect and preserve clients' hard-earned money for their families.
The focus and objective are to reduce family conflict and to smoothen the estate administration process in order to provide the family member peace of mind and less hassle.
- Helped >100 families to structure a functional Will
- Created 100 Family Trusts to protect, preserve and distribute clients’ assets to their families
- Experienced in managing clients’ Estate Administration process
- Managing Family Foundation investment and protection
- Experienced in handling families conflict and safeguarding clients’ assets
- Experienced in handling divorce cases
- Experienced in providing solutions for debt management and estate administration funding
My Content
Testimonials
Penny Tan
Head of Dept, Sungai Petani Kedah
Dr Jega
Doctor
Boey YY
Head of Dept
