Joan Boey

Joan Boey is a veteran estate planner, recognised for her ingenious structures for the affluent. Her dedication to the financial services industry and educating the public on financial literacy has earned her multiple awards and recognitions.

Born in a jeweller family business and being an entrepreneur at age 19, she has deep insights of the challenges families face day to day and also in their succession and inheritance planning. Being witness that the right legacy structures would keep a family's harmony and continue flourishing the family business brand name, she is passionate in designing an unique estate map for each family.

Ms Boey has advised more than 100 families with multi millions of assets. She is dedicated in serving individuals and families to tailor the fitted wealth and estate structures, while serving in public communities through talks and seminars.

Her testimonials include individuals of the following positions:

1. Head of family with family businesses have worked closely with Ms Boey to design a complete estate plan in protecting family ties, assets and ensuring tax efficiency, while creating charitable funds structure.

2. Single wealthy individuals enrolled into her income flow systems and self-care plans during their golden years.

3. Many successful entrepreneurs have engaged Ms Boey's team to advise on growth and exit strategies.

4. High net worth families have applied the customized innovative solutions of Ms Boey's team to align with their values and priorities.

Email: joan@joanboey.com