Mr. Lee Chiwi, was called to the Bar of England & Wales as a Barrister-at-Law in 1986 and admitted as an Advocate & Solicitor of Singapore in 1988. With 16 years of solid foundation in the legal practice specialising in corporate laws and private funds in Singapore, he advanced his career to focus on advising clients on Trust and Corporate Structuring matters across jurisdictions. He is a member (TEP) of the Society of Trust and Estate Practitioners (STEP) and served in the Singapore Branch committee for multiple years. He was Chair of the Singapore STEP Branch in 2014/ 2015 and was CEO of the British and Malayan Trustees Limited.
2015 was also the year Mr. Lee was designated ChT (Chartered Trustee) by the Singapore Trustees Association, a title borne only by senior trust practitioners in Singapore.
Rockwills’ expertise is in Estate Planning and Wills, the administration of Trusts and Corporate Structures. As a CEO, Mr. Lee steers the Rockwills Group of companies in Singapore to provide unparalleled advisory services. As of today, there is more than SGD2 billion of assets under Trust administration within the Rockwills Group.
Mr. Lee is the author of various books including “The Rockwills Guide to Succession and Trusts in Wealth Management”, and “Drafting of Trusts and Will Trusts in Singapore” (co-author, James Kessler Q.C.). He has been invited to speak at various forums such as that organised by The Institute of Banking and Finance (IBF), Financial Planning Association of Singapore (FPAS), Inland Revenue Authority of Singapore (IRAS) and STEP.
Mr. Lee contributes articles to trade journals such as the Financial Journals on topics spanning across the financial advisory business, estate planning and trusts. He has also regularly been invited to speak at seminars and conferences on matters relating to these topics. Mr. Lee was also adjunct faculty with the Singapore Management University, lecturing in the MSc Program in Wealth Management, (Estate Planning and Tax).
Ms. Jaclyn Choon is well recognised professionally with more than 20 years of experience in the corporate and fiduciary service industry. She has a wealth of knowledge and familiarity across many jurisdictions and has helped clients from multi-industries such as in trading, consulting, retail and investments and holding companies.
In addition to her industry experience, Ms. Choon’s professional credentials include the Institute of Banking and Finance Qualified (IBFQ) and the Wealth Management Institute’s Certificate in Trust Administration. She is also an affiliate of the Society of Trust and Estate Practitioners (STEP), and an Associate of Estate Planning Practitioner® (AEPP).
As Director of Rockwills Corporate Services Pte Ltd and Rockwills Trustee Ltd, Ms. Choon was instrumental in building up the organisation’s corporate secretarial and trust services. With a strong business acumen, Ms. Choon can quickly understand clients’ various business requirements and provide customised business and personal solutions to suit their needs. Over the years, she has serviced thousands of satisfied clients from all over the world, providing both incorporation and administration services relating to companies incorporated in Singapore, Hong Kong, the British Virgin Islands and many other offshore companies.