国际财富传承与规划标准委员会是由全球著名专业人士组成的最高管治理事会监管及运作,旨在制定及管理财富传承与规划行业标准。
获得 QEPP 和 QFOA 认证后,财富规划师和家族办公室顾问将具备国际标准和工具,能够与客户理性地规划如何通过金融市场操作积累财富,如何通过资产配置和全球投资增值财富,如何通过税务效率高的结构保护财富,以及如何有效地将财富传承给亲人和对社会负责的慈善机构。
WPSB使命
WPSB致力于通过高质量的教育、最新的法规变更以及跨地区的QEPP和QFOA从业人员之间的交流机会,来提升财富规划师的卓越水平。
WPSB愿景
WPSB 的愿景是建立财富规划的黄金标准,并保持 QEPP 和 QFOA 标志作为全球财富规划卓越典范。
WPSB标准
WPSB积极制定全球领先的国际财富传承规划师(QEPP)和国际家族办公室规划师(QFOA)标准,以提升其专业知识水平,并通过考试和实践活动认证合格的QEPP和QFOA从业人员。WPSB开发全面的课程和实践内容,强化技能,充实知识,使QEPP和QFOA从业人员能够以客户利益为中心,专注于提供财富架构和财富传承方面的整体解决方案。
管治理事会成员
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甘逸骅 博士
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Bruce Von Cannon 冯雅格 先生
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潘建锜 博士
Being the CFO in the Financial Industry is a tough task, thankfully he was here to man the helm...
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Roger Frick 先生
Roger Frick Roger FRICK is Chartered Accountant or CPA in Switzerland and Liechtenstein (1996) as...
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Thierry Beck 先生
Thierry Beck Thierry Beck is the CEO and Executive Director of Sing Alliance Pte Ltd. Prior to this...
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陈聪发先生
TAN CHONG HUAT SENIOR PARTNER, RHTLAW ASIA Tan Chong Huat is the Senior Partner and one of the founding...
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Jamie Mccarry 先生
Jamie Mccarry Jamie McCarry is one of Asia Pacific’s most experienced finance executives with...
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Willy Tan 先生
Willy Tan Willy Tan is the Financial Services Director of Prudential Assurance Company Singapore....
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Start with a small service
This was the time when we started our company. We had no idea how far we would go, we weren’t even sure that we would be able to survive for a few years. What drove us to start the company was the understanding that we could provide a service no one else was providing.
First employees
This was the first period when Consulting WP actually felt like it would stick around for a while. We realized we were growing more stable and expanding at the same time. We needed a new office as we had severely outgrown the last one. We started scouting for a new location.
First recognition
By this time we were a well known name within the industry. We had been prominent members of the industry for more than 16 years and worked for some of the biggest clients in the industry; we weren’t dismissed by anyone because we could not be dismissed by anyone.
Consulting wp — corporation or family
Our journey has only brought us higher. Information Technology completely changes the way we analyze and present data. We have embraced new technologies and have ensured that our clients receive cutting edge analytics. As we go on towards the future we intend to exploit the full potential of new technologies to power our services.
Why choose us
Travel and Aviation
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Engage with consumers and inspire the media — we ensure brands are seen and heard in all the right places.
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