Francis Lee

Wealth Planning Adviser, Executive Director Asia

  • Education: MBA • C.A.
  • Languages spoken: Mandarin • Cantonese • Shanghainese • Chinese
  • Year joined: 2007
Francis Lee's photo

Overview

Francis deals with wealth planning and structuring involving trust structures, foundations and offshore vehicles for succession, estate and tax planning.

Memberships

  • Institute of Certified Public Accountants
  • Canadian Institute of Chartered Accountants

On a personal note

Francis enjoys hiking in the hills of Hong Kong.  Although he is a novice at it, he enjoys a round of golf whenever he can.  Francis also enjoys just catching some 'R&R' on a beach somewhere in Asia.