As Family Office Advisor, Grace Lim helps families navigate the complexities of investment and legacy planning across multiple markets and asset classes, leveraging her expertise serving international clients during her tenure with Citibank, OCBC and DBS.
Grace brings to her role deep experience in client relationship management and investment advisory, having managed investment portfolios and the financial needs of Ultra High Net Worth families across Asia for more than 15 years.
Grace prides herself as a trusted gatekeeper for the families she represents by thoughtfully identifying issues related to each family, effectively implementing their investment strategy, as well as providing timely and independent counsel. This is to ensure that the right solutions are applied to meet the family’s objectives in areas of investments and succession planning.
Grace holds a Bachelor of Arts and Social Sciences, Economics and English Language from the National University of Singapore.