Alex Wong, CFP

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Wilayah Persekutuan Kuala Lumpur - Cheras


Blueprint Planning Sdn. Bhd.

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Range of fee

from RM4,501 up to RM10,001

About Alex Wong, CFP

My major expertise is absolute privacy protection for assets and asset firewall protection which involve offshore / international arrangement.

As a financial planner with legal background, I bring the perfect blend of legal and financial expertise to help high-net-worth individuals manage and protect their assets smartly. With over 12 years of hands-on experience, I'm not just someone with knowledge.

I specialize in helping clients who want to set up family office, family trust, who has offshore/ foreign assets to be managed, for example movement of funds (assets) from different jurisdictions and proper tax planning which involve difference jurisdiction.

Area of Expertise

Succession Planning (planning for business continuation),
Family Office (holistic family management),
Credit Protection (debt and contingency planning),
Estate Planning (timely wealth distribution)

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