Wendy has nearly three decades experience working for global financial institutions and private banks with expertise within the Trust, Wealth Structuring and Fiduciary sectors.
During her career, she has worked extensively with multi-jurisdictional families and family offices, with varied assets and multiple cross border requirements. Her experience includes establishing and consulting on complex family holding and governance structures for global clients with structures based in Asia. She also has expertise advising and establishing philanthropy related structures. She has held senior roles in various leading international banks throughout her career and contributed at multiple conferences and private wealth forums.
Wendy is a former lawyer, who specialised in trust litigation and structuring during her time in legal practice. She is qualified as an Advocate and Solicitor in Singapore and holds a TEP qualification and is a past Treasurer of the Singapore Branch of the Society of Trust and Estate Practitioners (STEP). In addition, she is a faculty member of Wealth Management Institute, Singapore and a Senior Member of the Global-Asia Family Office Circle.