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:

1. Generational Wealth Struggles

The saying holds true – the first generation builds it, the second holds it, and the third often tends to spend it.

2. Fragmented Share Ownership

Passing down your Sdn Bhd business can lead to fragmented share ownership, risking internal conflicts.

3. Creditor and Bankruptcy Threats

The looming threats of business creditors and bankruptcy claims can shake the foundation of your family’s wealth.

4. Conflicts Over Wealth Distribution

Inheritance disputes, especially involving children-in-law, can stir conflicts over wealth distribution.

5. Government Intervention

The recent Capital Gains Tax (CGT) law changes signal the government’s intent to claim a share of your hard-earned wealth.

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

CFP Professional

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!

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.