Welcome to Estate Planning Malaysia - Fostering Trust, Securing Legacies
Turning the Tide on the Challenges in Wealth Succession
For entrepreneurs, creating wealth is just the beginning. Preserving it across generations is the real challenge. At Estate Planning Malaysia, we understand that smart financial decisions today pave the way for a lasting legacy tomorrow.
The Realities You Can’t Ignore:
Licensed Financial Advisers with over 22 years experiences in financial & estate planning industry.
We excel in helping business owners and professional firm owners like yourself on:
Lee Khee Chuan
Chartered Financial Consultant, ChFC, USA
Chartered Life Underwriter, CLU, USA
Fellow, Life Management Institute, FLMI, USA
B.A. (National University of Singapore)
Securities Commission-Licensed Financial Planner
Bank Negara-Licensed Financial Adviser Representative
CFP Course Lecturer
Smart Investor Magazine Columnist
Free Malaysia Today (FMT) Columnist
Principal of EstatePlanningMalaysiaAcademy.com
FPAM CPE Trainer
HRDCorp Certified Trainer
Welcome to Integrated Estate Planning Excellence with Lee Khee Chuan
Greetings! I’m Lee Khee Chuan, Malaysia’s first licensed financial adviser championing the INTEGRATED approach to estate planning, business, and wealth succession.
About Me: As a pioneering advocate in integrated approach to estate planning, I cater to owners of professional firms—engineers, architects, and medical specialists facing unique risks. I also assist business owners and high-income managers in shaping robust financial strategies.
Industry Leadership: With a rich legacy, I’ve been a consistent contributor to esteemed publications such as The Star, FMT, Smart Investor, and Personal Money since 2006. This underscores my commitment to sharing insights on financial and estate planning with a broader audience.
Integrated Approach: I advocate an approach that surpasses convention by seamlessly combining estate planning, business strategy, and wealth succession. This empowers my clients to confidently navigate the complexities of their financial landscape.
Your Trusted Partner: My mission is to instill confidence and trust in business owners’ hearts. Understanding the intricacies of your challenges, I tailor solutions to align with your unique estate planning needs. As your trusted estate and wealth succession specialist, I bring unparalleled expertise and a commitment to your financial success.
Explore Excellence: Embark on a journey of financial excellence where innovation meets tradition. Let’s shape a future where your wealth is strategically cultivated for generations to come.
You have come to the right place ..
.. especially for those who couldn't find satisfactory services from other estate planners or will-writers in Malaysia. Experience expert-level estate planning with my personalized consultations. With over 20 years of research, practice and lecturing in the industry, we provide unmatched expertise, steering clear of one-size-fits-all solutions. Your exclusive estate plan is crafted at Estate Planning Malaysia – where your unique needs are met with expert-level knowledge.
for Professional Firms Owner/Shareholder
for Business Owner
for person with Complicated Family Situation
for Person with Charitable Intention
for Person with Special Need Child