CAPSTAR
WEALTH MANAGEMENT (HK) LIMITED
© CAPSTAR 2024.
CAPSTAR HONG KONG
Together we empowering every success
Offering you peace of mind and alleviate the burden of managing intricate estate trust affairs. Start planning today, for better security of tomorrow!
Delegating the administration and oversight of trusts to our professionals advisors today! You can focus on other important aspects of your life, knowing that your estate are in capable hands.
20+
years
of Wealth Management
Business experience
What is our primary FOCUS
Wealth Management
Inclusive High Network Individuals (HNWI) Life Insurance, asset management and private banking
Offshore Trust
Setting up Private for High Network Individuals (HNWI) under Trustee Ordinance, Hong Kong
Family Office
Consist of Single-Family offices (SFO) or Multi-Family offices (MFO)
Estate Planning Service
Include Will management, Trust & Legacy Planning
Unleash the Full Potential with CAPSTAR ADVISORY. Protect your assets from various risks and financial instability.
Place your assets within properly structured trusts now, and you will be able to shield your wealth and property from potential threats, providing a layer of protection and security.
01
YOUR TOTAL HOLISTIC WEALTH MANAGEMENT
We are your Strategic Partner for Trust Business Services. Our company founded with the aim to provide everyone with strategic one-stop holistic trust planning services.
Our mission remains as true today as it was from the start; to be the guardians of your estate security and to your generations’ future.
02
BUILDING A FOUNDATION OF TRUST, TOGETHER.
Over the last twenty years of success we have grown significantly. We hold great pride in our diverse and highly knowledgeable team of experienced advisors.
Today, we are privileged to connect with ten thousand customers with exceptional services. We strive to be a well-known estate trust services company throughout Asia.
03
Years of success
OUR CORE empowering
VALUE & VISIONS
- OUR VISION: To be the most trusted and innovative wealth management firm, empowering individuals and families to achieve financial success and security through personalized, expert guidance and cutting-edge solutions.
- OUR MISSION: Our mission is to empower our clients to achieve wealth planning objectives. We are committed to delivering personalized wealth management solutions through our unique strategies ad unparalleled client service Our success is measured by the success of our clients, and we strive to build lasting relationships based on trust, integrity, and a deep understanding of each client’s unique needs and aspirations.
Meet our highly
RFC, RFP - Partner of Capstar WMHK
Rex Lim
Introducing Rex, a distinguish partner at Capstar Wealth Management (HK) Limited. Rex graduate with a B.Bus in Banking & Finance from Melbourne, Australia, in 2023 and is a recognized Registered Financial Planner (RFP) in Malaysia and a Registered Financial Consultant (RFC) in the USA.
With over 21 years of experience in financial planning. Rex has consistently demonstrated his expertise, qualifying for the Million Dollar Round Table (MDRT) fourteen (14) times, including two (2) Court of the Table (COT) distinctions. He has delivered engaging speeches worldwide, captivating audiences in cities such as Orlando, Los Angeles, Hong Kong, Anaheim, Dubai, Lebanon and Indonesia.
Rex is also an accomplished author, having published the book "Change 2" in 2020. His experience includes managing group wealth management business portfolio exceeding USD 80 million.
“Building Trust, Securing Futures:We Are Your Reliable Associate Partner"
CFP, AEPP - Partner of Capstar WMHK
Carolyn Lee
Introducing Carolyn Lee, a respected partner at Capstar Wealth Management (HK) Limited. Carolyn is a million Dollar Round Table (MDRT) member, a Certified Finance Planner (CFP).
With over 26years of experience in financial plannning, Carolyn is known as the Queen of "Total Holistic Planning" since 2019, solidifying her reputation as a trusted advisor. She was recognized as one of the Top 50 Malaysia Outstanding Wealth Advisors of 2023 (MMOWA).
Carolyn's extensive experience includes managing group wealth management business portfolio exceeding USD 80 million.
“Building Trust, Securing Futures:We Are Your Reliable Associate Partner"
Building Trust,
Securing Futures
We Are Your Reliable Legacy Trust Advisor
FCPA, EMBA (CUHK) - Accounting & Tax Advisor
Catherine Yiu
Introducing Catherine Yiu, a seasoned Professional Accountant with over 20 years of management experience in the educations industry. Prior to this, she worked with KPMG Toronto, KPMG Hong KOng, and Jardine Fleming Hong Kong.
Ms. Yiu has been an Assistant Cub Scout Leader, a consultant at YMCA A-Life Academy, a columnist for Headline Finance, and the founder of Knowledge Power, a tax-exempt charity in Hong Kong. She is a Fellow of the Hong Kong Institute of Certifiend Public Accountants, a member of the Chartered Professional Accountants (Canada), the Chartered Wealth Manager Institute, and the Hong Kong Institute of Directors.
Graduating with distrinction from the University of Toronto, Ms Yiu also studied for an Executive MBA at the Chinese University of Hong Kong. She is currently the Co-Chairperson of the Social Enterprise & Services Commitee of the Hong Kong Women Professionals and Entrepreneurs Association
“Building Trust, Securing Futures:We Are Your Reliable Associate Partner"
LLB (Hons), MIMC - Legal Advisor
David Cheong
Introducing David Cheong, an Advocate & Solicitor of the High Court of Malaya and an Accredited Mediator of the Malaysian International Medication Centre (MIMC).
David is a passionate and dedicated lawyer speacializing in estate planning, known for his expertise in Will writting, obtaining Grants and Probate and Letters of Administration, handling estate disputes, and providing Trust & Foundation advice. With a wealth of experience in navigation complex legal processes, David consistently delivers prompt, efficient and tailored legal solutions to meet each client's unique needs.
David's achievements include successfully facilitating numerous Wills, ensuring accurate documentation of clients' whishes, and streamlining the legal process for beneficiaries. He is also experienced in estate disputes litigation and setting up trusts and foundations for family members. Renowned for his excellent client management, David has fostered strong and lasting relationships with his clients.
“Building Trust, Securing Futures:We Are Your Reliable Associate Partner"
Building A
Legacy for You
and Your Family
Let us help you in structuring an assets and affairs to minimize taxes, protect assets, and facilitate smooth transfer to intended beneficiaries.