About Us

CLU, ChFC, FChFP, Cert in Law (Estate Planning), M.Mgt, ACTA

• Allen is the founder of Advisers’ Harbour, a professional mentor to advisers.
• He holds the Chartered Life Underwriter and Chartered Financial Consultant designations.
• He was conferred an IBF Fellow (Financial Planning) in 2021.

David CHEE is a Partner of Wong Partnership in the Private Wealth and Middle East Practices.

His main practice area is private wealth, which includes wealth & succession planning, trust advisory and charity & philanthropy. He has also worked in trust companies and private banks. His experience includes advising on international tax and trust structures, insurance solutions and asset management.

In the area of trusts, David advises trustees on various matters related to trust business, such as regulatory requirements, fiduciary risk & obligations and the administration of trusts and estates. David also advises on the use of trusts in other areas such as debt restructuring, employee benefit programs, environmental restoration and rehabilitation projects and charity & philanthropy.

In the private wealth space, David works with and advises high net worth clients on all aspects of their wealth and succession planning needs such as wealth transfers from one generation to another, asset protection & preservation, family business succession, tax efficiency, philanthropy, family governance and the establishment of family offices.

David’s over a decade long experience has allowed him to build a strong network with wealth management industry players. He is also an active speaker and trainer on topics relating to trusts and wealth & succession planning. David is a member of the Law Society of Singapore and the Singapore Academy of Law.

Wei Ping is a Certified Financial Planner (CFP), and he represents an independent FA firm to provide financial planning solutions to his clients. Concurrent to his advisory role, he also helps oversees the training for the firm. Wei Ping is noted for his knowledge in estate planning and investment. Wei Ping believes in estate planning.

Kwek Yong is a Chartered Financial Analyst (CFA), Financial Risk Manager (FRM) and Certified HNW Adviser. He is a Co-Chief Investment Officer of an established independent FA firm. Kwek Yong has extensive experience in the banking industry and has completed commercial projects in a foreign country. He is a life-long learner and serves as honorary secretary of Mensa
Singapore. Kwek Yong believes in estate planning.

• Senior Financial Consultant
• IBFQ
• BBBA (HR)

LLB (Hons)

• Seow Ling is currently the managing director of Emre Legal LLC.
• Seow Ling is especially interested in formulating sustainable estate planning solutions for singles, families with special needs members, and elderly individuals. To better support these groups, Seow Ling was appointed in the first batch of professionals registered under the Professional Deputy and Donee scheme in 2018. She is passionate about representing the interests of individuals who do not have family members to rely on to be their proxy decision makers, and working with families that require professional assistance to handle the assets of their loved ones.
• Familiar with the intricacies and sensitivity of family disputes, Seow Ling has handled cases involving contested estate, mental capacity, divorce and child custody matters. She is an accredited mediator with the Singapore Mediation Centre and strongly believes that better outcomes can be achieved through mediation, by facilitating communication during negotiations and exploring the interests of parties to reach amicable resolutions that are workable and sustainable.
• Fluent in Mandarin, Seow Ling has been invited by various organisations, including SPED schools, Ministry of Manpower, Central Provident Fund Board and the Special Needs Trust Company Limited, to share her knowledge and experience on estate planning in the language.

Lin Yi is the Co-founder and CTO of getArrange.com, an online will-writing platform used by financial advisers to facilitate estate and legacy planning. His work sits at the intersection of technology and estate planning, with a focus on making will writing more accessible for everyone.

CEPA, MPAcc., BAppFin

Eva is the Founder of YI Private Office, a boutique advisory practice dedicated to serving individuals, families, and business owners through the intentional design of estate and wealth planning strategies.

As a Chartered Estate Planning Adviser(CEPA) and Licensed Financial Adviser, Eva is deeply passionate about estate planning and its role in protecting individuals, families and business owners across generations. Her areas of focus include multigenerational wealth planning, planning for diverse family structures, including LGBTQ individuals and families, and planning for the care and protection of pets through trust structures. She believes that estate planning is ultimately an act of responsibility; ensuring that one’s affairs are thoughtfully structured to provide direction, continuity, and care for those we leave behind.

Prior to specialising in estate planning, Eva spent eight years with Ernst & Young in international tax, advising on cross border structures and regulatory considerations. She brings this technical depth into her estate planning practice, bridging strategy with practical implementation.

As a member of the Executive Committee of the Asia Estate Planning Association, Eva contributes actively to advancing professional standards, education, and awareness in estate planning across the region.

Felice is a Chartered Estate Planning Adviser with AEPA, a certified HNW adviser, and a Certified Financial Planner (CFP). She represents a FA firm to deliver holistic solutions to estate planning, beyond financial products. She believes in estate planning to preserve familial harmony and to pave a way for the next generation.

Vanessa is shaped by her decade-long career in architecture, designing and building alongside multiple stakeholders to realise a client’s vision. She now applies the same thoughtful, structured approach to estate planning.

Estate planning is an expression of faithful stewardship of resources to be a blessing to those we love, reflecting one’s deepest values. It can be quietly redemptive, bringing clarity, fostering responsibility across generations and using wealth to serve meaningful purposes beyond one’s lifetime.