Our accredited trainers

Expanding your advisory services to Estate and Succession Planning. A business that gives you flexibility of time and income.

Alan Wong
AEPP® Certification programme Buy-Sell Arrangements for Non-family Businesses
Alan Wong is the Principal Consultant of W3 Consultancy Pte Ltd which provides training and consultancy services in the specialised field of Business Protection Planning.He holds professional qualifications AEPP® and AFP®. Alan has won awards for the Trust businesses he has completed. He has trained numerous financial consultants from insurers as well as IFAs.A financial consultant himself with more than 15 years of experience, he focuses his practice on planning for Business Owners using estate planning.He is highly effective in penetrating this market and often able to win over clients from banks and other intermediaries who serve the Ultra HNW individuals and business owners.
Florence Koh

Multigen Wealth Legacy Planning and Family Offices

Florence is an esteemed entrepreneur and the 3rd generation principal of Koh Family Trust, which focuses on governance matters, restructuring, intra-familial relationship management, asset preservation and growth as well as effective transitions across generations.

She founded A. Shepard Steward & Koh Pte Ltd, a family advisory and management business that focuses on direct private investments, joint ventures and collaborations with family businesses and corporate partners. She is a Principal in ICG, a global consultancy in unbundled internal consulting and corporate training solutions.

She holds the post of Vice Chairman in Circle International Holdings Pte Ltd, a global edutech and education consultancy and learning management systems group.

Kimmis Pun

Wealth Succession for High Net Worth Clients
HNWI Leave A Legacy 2 – New Dynamic Solutions

Kimmis Pun, a veteran banker for more than 30 years, has joined a Family Office in 2021 to help UHNWIs plan their wealth, investment and succession.  She is the Managing Director, Family Office, Shenning Investments Pte Ltd (MAS licensed Fund Manager).Prior to this Family Office appointment, she had been in senior management positions at UBS, HSBC, Bank of America, BNP Paribas, Standard Chartered Bank, VP Bank and EFG Bank.With her all-rounded financial experience in Corporate/Investment Banking, Trustee Company and Private Banking at the world class banks, she serves Ultra HNWIs in the Asia region and is instrumental in their wealth planning, investment planning and succession planning.She has MBA from Manchester Business School, University of Manchester, and professional qualifications CFP®, ChFC, CWMA, AIF, AEPP® and IBFA. She is also the IBF Fellow awarded by IBF Singapore. Driven by her pursuit of life-long learning, she is studying her DBA in 2021 and would complete it in 3 years’ time.Besides being successful in her career, Kimmis plays a significant role in the financial planning and wealth planning industry. She was the Board of Director of the US-based Financial Planning Standard Board after her 4-year presidency in Financial Planning Association of Singapore. She is also the Chairman of Wealth Planning Standard Board that makes research and promotes wealth structuring and planning.Being a strong believer in philanthropy and life-long learning, she speaks frequently in various international seminars and conventions, gives interviews to media and lectures in Singapore universities and many regional universities for the past 15 years.
Ku Swee Yong

Wealth Transfer of Real Estate for Financial Services Professionals

Swee Yong is the CEO and the Key Executive Officer of International Property Advisor Pte Ltd. From Nov 2013 to Nov 2016, he was concurrently the CEO of Century 21 Singapore.

Prior to running his own practice, he was a Director in the Real Estate Centre of Expertise at Société Générale Private Banking, responsible for advising clients on real estate investments, the Director of Marketing and Business Development at Savills Singapore and the General Manager at Far East Organization’s Indonesia office.

He holds an MBA in Marketing from University of Hull, UK, and completed his BSc in the Imperial College, University of London, UK and the Institut Louis Pasteur, Université de Strasbourg, France. Swee Yong’s opinion is regularly featured in the Straits Times, Business Times, 新明日报, 联合早报, Channel NewsAsia, TODAY, etc.

He has written 6 books on the property market: Real Estate Riches, Building Your Real Estate Riches, Real Estate Realities, Weathering a Property Downturn, Preparing for a Property Upturn and The Future of Real Estate. He is one of very few property agents who has been appointed as adjunct faculty at the Lee Kong Chian School of Business in the Singapore Management University (for both Master and Bachelor courses), at the Department of Real Estate in the National University of Singapore and at the School of Design and Environment in Ngee Ann Polytechnic.

Lee Chiwi
AEPP® Certification programme
Multigen Wealth Legacy Planning and Family Offices
Wealth Transfer of Real Estate for Financial Services Professionals

Lee Chiwi is the Chief Executive Officer of PreceptsGroup International Pte Ltd and Chairman of Estate Planning Practitioners Limited (EPPL). He was called to the Bar of & Wales as a Barrister-at-Law in 1986 and admitted as an Advocate & Solicitor of Singapore in 1988. He worked in various law firms in Singapore for some 16 years focused in the areas of corporate, funds and private client work. He was appointed Chief Executive of British and Malayan Trustees Limited, then a public listed trust company from 2006 to 2007. In 2008, he joined the Rockwills Group in Singapore as Chief Executive to spearhead Rockwills’ business in Estate Planning, Wills, and Trusts. In 2019, in a management buy- out of Rockwills Singapore, he became its substantial owner and the group was renamed as the PreceptsGroup. He is a TEP member of the Society of Trust and Estate Practitioners and was Chairman of the Singapore STEP Branch (2014/15). He was also designated ChT (Chartered Trustee) by the Singapore Trustees Association in 2015, a title borne only by senior trust practitioners in Singapore. Chiwi is the author of various books including “PreceptsGroup Succession and Trusts in Wealth Management”, 4th Edition, 2021; and “Drafting of Trusts and Will Trusts”, with James Kessler Q.C., 2nd edition, 2015. He has been invited to speak at many forums, including organizers such as STEP, FPAS, CFA Society Singapore, the IBF and given training on trust structures to tax officers at the Inland Revenue. He has also been adjunct faculty with the Singapore Management University, lecturing in the MSc Program in Wealth Management, (Estate Planning and Tax).

Leong Mun Kid

Resident Manager
Precepts Trustee Ltd

Mr. Mun Kid graduated with a law degree from the University of London.
He has a Certifcate in Trust Services (CTS) with Wealth Management
Institute (WMI), Nanyang Technological University.

He is the head of department for trust in Precepts Trustee Ltd and has
been appointed as a resident manager under criteria set out by MAS for a
licensed trust company. He manages the setting up and administration of trust in Precepts Trustee Ltd and assists clients in their estate and trust planning.

Prior to joining Precepts Trustee Ltd, Mun Kid was a manager in the legacy planning department in Rockwills Trustee Bhd (Malaysia) taking charge of setting up private trusts for clients. Since 2011, Mun Kid has been actively involved in estate planning for multitude of clients and has extensive experience in setting up trusts for families in Malaysia and Singapore.

Johann Tay

AEPP® Certification programme

Johann Tay is an AEPP® designee and a Senior Estate and Succession Practitioner of Precepts Legacy Pte Ltd.He specializes in Will & Trust solutions for all spectrums of society and operates his estate planning advisory as part of Will & Legacy, a family business, since 2012.Johann believes that everyone deserves an estate plan, regardless of their background, and each experience better equips him to serve the still-living. His consults are diagnostic in nature, customizing a solution based on a client’s circumstance and position in life.Johann frequently conducts trainings and seminars for the public and professionals to educate and equip them to craft a lasting legacy for themselves. Notable engagements include Boeing, M1, Singtel, Mapletree, Oracle and FPAS.
Derek Liang

Digital estate and succession planning for wealth advisers

With more than a decade of estate and succession planning experience, Derek Liang has helped more than 100 clients set up their family trusts. He is a multi-year top Trust planner award winner with Precepts Trustee (previously known as Rockwills Trustee). He is a highly sought-after speaker with more than 50 speaking engagements both in Singapore and Malaysia and author of the book, Next Generation Legacy Builder <<下一代遗产缔造者>>, with more than 700 books sold locally and overseas.

Derek is also the director of Lighthouse Legacy Planners, who trains values-minded Estate and Succession Practitioners (ESPs) on the values-driven family trust approach since 2015. His area of focus includes multi-generation family trust, overseas clients wealth preservation, asset management and trust cashflow modelling and visualisation. 

He has been an ESP since 2010, STEP Affiliate in 2013 and is an Associate Estate Planning Practitioner. He also holds the Advanced Certificate in Trust Services from Wealth Management Institute, NTU and the Certified Financial Planner.


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