Our experience advising families with significant wealth & special requirements gives us the wisdom & insight to counsel you & your future generations.
- Composed of an integrated team of professionals with highly specialized educational credentials & background.
- Our team works in conjunction with local wealth advisors in different parts of the country to provide the critical central coordination that focuses on all aspects of your family & the ongoing management of its wealth.
- Together, these professionals provide an integrated approach that encompasses financial, estate, philanthropic, insurance, investment, and life planning.
- At the helm is your Wealth Advisor who oversees the team of professionals & your other advisors in developing, Implementing & maintaining your family’s Wealth Blueprint.
The Seven Levels of Service Provided By The CAPABLE Stamford Privee Planning Team
|C||Counselor||Family Wealth Statement|
|P||Planners||Value Proposition Letter|
|A||Advisor Coordinator||Tactical Plan|
|B||Binder Publisher||Comprehensive Plan|
|L||Licensed Implementors||Implementation Documents|
|E||Evaluator / Educator||Annual Updates|
Mr. William Chan specialized in alternative investment products and hedge Fund of Funds (FoF). His efforts are in structuring Special Purpose Vehicles and bond structures for private and institutional clients to invest in these and other alternative assets classes. Of particular interest to William is the developing of quantitative risk management tools and implementation of risk management solutions via proprietary methods or international rating agencies, methodologies and scripts for consolidation of risk matrices in Hedge FoF, and also in the arena of life settlement policies, insurance companies, specialty finance, and the asset back lending market at large. With his international exposures in investment banking, equity and asset trading and management, he acts as Advisor and Manager of various important Funds.
After spending 9 years in one of the largest Swiss banks in the initial part of his career; William spent 3 years with one of the largest independent Trust companies in Asia. William holds the Chartered Asset Manager, Chartered Risk Manager and Master Financial Professional designations from American Academy of Financial Management. William is also a qualified Associate Financial Consultant (AFC), and an Accredited Investment Fiduciary (AIF). He is also curriculum consultant to the Singapore Polytechnic on their Financial Markets modules, and speaks regularly in many other financial seminars in the region.
Mr. Khudabuksh K. Walji has over 25 years of international experience in law, business, investments, governmental affairs and wealth preservation. As an International Legal & Entrepreneurial Advisor, he specializes in advising family business enterprises globally and has a proven track record of resolving multi-faceted and multi-jurisdictional complex matters. As an organizational strategist, Mr. Walji has advanced results-oriented approaches for business planning and enterprise growth through organic expansion, new start-ups, mergers & acquisitions, private equity investments and public-private initiatives.
Additionally, he is well-versed in developing strategies for family legacy succession planning, including asset protection, tax, insurance, estate, probate and philanthropy matters through structuring of trusts and legal entities in domestic and international jurisdictions. His diverse clientele is based in North America, Europe, the Middle East, South, Central & Far East Asia and Eastern Africa. Currently, Khudabuksh is a Ph.D. Candidate in International Relations at the Geneva School of Diplomacy and International Relations in Switzerland (Class of 2013 - GPA 3.5) focusing on global impact investments and sustainable development.
Ms. Deborah Chien has over 10 years of experience in finance, working in top investment banks in a range of sophisticated products for top-tiered financial institutions, private banks and family offices.
She has lived and marketed to clients in U.S.A, Europe, and Asia/Australia and has an in-depth knowledge of global markets and trends. She holds SFC Series 7, FSA, and HK Paper 1 licenses, and has served as advisory for many of her HNWI clients on both investment and luxury branding lifestyle choices, and offered consultations on restaurant, fashion, fine arts and non-profit events.
Deborah earned a Master’s degree of Business Administration from INSEAD in France/Singapore as well as a degree in Economics and International Studies from Johns Hopkins University and Bachelor’s and Master in music from Peabody Conservatory. She has co-founded a non-profit organization in the United States to promote arts programs in public schools. She also has taught high school with NYC teaching fellows towards MA in secondary education and has studied culinary arts at Cordon Bleu.
Mr. Koh Tien Hua is a Partner in one of Singapore’s Top Law Firms and a renowned practitioner in Matrimonial and Family Law Practice Group and a Partner in the Firm’s Sports and Media Practice Group. He has acted for high net worth individuals, successful entrepreneurs, and wealthy families in numerous matrimonial and family law disputes and has appeared in matrimonial cases from the Singapore Family Court to the Singapore Court of Appeal.
Tien Hua is currently a member of the Family Law Committee of the Law Society of Singapore. He is also the author of a book on matrimonial and family law entitled “Divorce – Untying The Knot”, a publication by Marshall Cavendish. In his expertise as a Sports and Media lawyer particularly in the field of motor sports, Tien Hua has advised an international motor sports racing team which competed in international touring car championships outside of Singapore on various aspects of sports law involving rules and regulations of the governing bodies, international sponsorship agreements, employment matters and various contracts. Tien Hua also advised on the launch of an international motorcycle racing team which competed in the World Superbikes Championship and is part of the legal team advising the Singapore Sports Council and Singapore Netball Association on the World Netball Championships to be hosted by Singapore in 2011. Currently, Tien Hua is advising an international specialist sports firm which is involved in local and international sporting events. Tien Hua was called to the Singapore Bar in 1994 and is a Commissioner for Oaths. Tien Hua works as an external consultant to Stamford in his current capacity as Partner in Harry Elias Partnership.