About Us

Cindy has over 30 years of working experience spanning banking, investment, financial advisory and trust and estate planning, holding various positions in Japanese, European, Singaporean and Hong Kong companies.

She started her career in corporate banking before moving on to investment banking where she was involved in institutional sales for North Asia equity markets. Prior to transitioning to private client services serving the needs of individuals in banking, financial advisory and estate planning, she broadened her knowledge in financial markets through equity derivatives trading. She is currently the Founder Director of Estate Planning Practitioners (HK) Limited which provides professional training services in the area of wealth succession and legacy planning through an accredited certification programme as well as an independent trust advisory service.

Cindy is a TEP, a Certified Trust Practitioner™ and an AEPP® Designee. Cindy holds an MBA from Marshall School of Business, University of Southern California USA, a BBus from Nanyang Technological University Singapore, and a BA (Translation and Interpretation Studies) from Singapore University of Social Sciences. She has achieved the Financial Times NED Diploma.

Chiwi was called to the Bar of England & Wales as Barrister-at-Law in 1986 and admitted as an Advocate & Solicitor of Singapore in 1988. In 2004, he was appointed as Chief Executive of British & Malayan Trustees Limited. He joined Rockwills Singapore in 2008 as Chief Executive and in 2020 helmed the business under the new brand “PreceptsGroup International”.

Widely recognised for his expertise in the Trusts industry, Mr Lee Chiwi is a TEP member of the Society of Trust and Estate Practitioners and served as Chairman of the Singapore STEP Branch in 2014/15. In 2015, he was also designated ChT (Chartered Trustee) by the Singapore Trustees Association, a title borne only by senior trust practitioners in Singapore.

Chiwi held position as member of the Law Society’s Probate Practice and Succession Planning Committee, and as adjunct lecturer at the Singapore Management University’s Masters’ program in Wealth Management, (Estate Planning and Tax). He has regularly been invited to speak at various seminars, including those organised by the IRAS and the IBF. He is the author of various books including the “The Preceptsgroup Guide to Succession and Trusts in Wealth Management ”, 4th edition 2021 and the “Drafting trusts and will trusts in Singapore: a modern approach  James Kessler QC and Chiwi Lee”.