Personal CFOs · Wealth Platforms Group
A highly accomplished Serial Entrepreneur and C-Level Executive with over 20 years of experience in personal wealth planning (onshore and offshore) across Thailand, Singapore, Hong Kong, BVI, Seychelles, and UAE. A Strategic Deal Architect and expert in corporate structuring, M&A, business restructuring, fund raising, and tax and accounting strategies for owners' benefit. Proven track record in end to end business execution, from architecting strategic frameworks to hands on management of complex financial ecosystems. Successfully founded and currently operates multiple interconnected firms, demonstrating a unique ability to serve as both the strategic brain and the lead executor for High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (Ultra HNWI).
Building and scaling multiple interconnected financial service firms from inception to international operation.
Integrating wealth advisory, life insurance, and digital platforms (Web 3.0/AI) into a synergistic business ecosystem.
Onshore and offshore wealth consulting, Family Constitution, Family Office, and Trust Services.
M&A (buy-side/sell-side), business due diligence and valuation, IPO preparation, and corporate tax planning.
Asset allocation, portfolio management, derivatives, structured notes, and alternative investments.
Architecting wealth multiplier strategies and legacy planning using advanced life insurance solutions, and integrating complex holding company structures with life insurance to enhance privacy and optimize estate taxes.