As Family Office Advisor, Lynn Lee provides holistic investment and succession planning solutions to Ultra High Net Worth families.
She has more than 15 years of experience in wealth management, gleaned from her tenure at Credit Suisse and Citibank, where she advised families in Asia and Greater China, with a focus on families in Taiwan.
Lynn’s fluency in Mandarin and Cantonese underpins her ability to communicate effectively and to deeply understand her clients’ needs. This allows her to customise investment and legacy planning solutions which includes being actively involved in client families’ investment committees to represent the clients’ interest with other service providers and engaging the NextGens to ensure smooth transition of wealth and knowledge between generations.
Lynn graduated with a Bachelor’s Degree from the National University of Singapore.