James Tan

Founder & Group Executive Director

James is a highly accomplished entrepreneur and financial industry veteran with over 25 years of experience in financial planning, wealth advisory, and business development. As founder of Great Vision Advisory Group, an integrated financial services provider, he specialized in comprehensive financial and business advisory. James is also a Certified Registered Financial Planner (RFP), and held senior roles at Aetna Financial Group and ING Group.

He founded the National Entrepreneur Convention (NEC), advocating for SME growth by organizing seminars nationwide to empower business owners through financial education. His leadership extended to the Young Malaysian Movement (YMM), Young Entrepreneurs Malaysia (PUMM), and KLSCCCI, where he has held numerous senior roles.

James’s commitment to excellence earned him multiple accolades such as the International Dragon Award (Top Agency Manager) for seven consecutive years, and recognition in the Malaysian Book of Records for leading the organization with the most Financial Adviser Achievers. He currently serves as Group Executive Director of BTM Resources Bhd and is actively involved in East Coast Malaysia’s project development initiatives.

At Family Office Foundation, James contributes his deep expertise in wealth structuring, investment planning, and legacy management, guiding families and business owners in navigating complex financial landscapes with clarity and confidence. James brings not only a wealth of experience but also a visionary approach to building enduring legacies for families, entrepreneurs, and institutions alike.

Kenneth Ho, CFP®

Business Development

Kenneth is a seasoned financial professional with over two decades of experience in Malaysia’s financial industry. As a Certified Financial Planner (CFP®), accredited by the Financial Planning Association of Malaysia, he brings deep expertise in delivering comprehensive financial services and alternative investment solutions tailored to both individual and business needs.

Over the years, Kenneth held senior positions at Hong Leong Assurance Berhad and Manulife Insurance Berhad, where he excelled in financial planning, investment strategy, and business advisory services. His areas of specialization include personal and family wealth planning, retirement planning, and corporate financial advisory. Kenneth’s unwavering commitment to excellence, integrity, and client-centric service has earned him numerous prestigious industry awards over the past 18 years.

Currently, Kenneth plays a key role in guiding clients through holistic wealth planning strategies, helping families and business owners manage, preserve, and grow their wealth across generations. He helps align clients’ long-term financial goals with sound advisory practices and tailored investment structures.

Wong Chan Yuen

Legal Advisor

Wong Chan Yuen is an advocate and solicitor with over 30 years of legal experience, having commenced practice in 1994. He is the Managing Partner of Messrs CY Wong Ng & Partners, a legal firm established in 1999, where he advises on corporate transactions, regulatory compliance and legal structuring for businesses.

He is also a Certified Financial Planner, recognized by the Financial Planning Association of Malaysia, which complements his legal expertise in delivering integrated advice on wealth planning, investment structuring and succession strategies.

Mr. Wong has advised on mergers and acquisitions, capital-raising exercises and cross-border investment matters. He was involved as a stakeholder in the fundraising process for EvoAir Holdings Inc. ahead of its proposed Nasdaq listing, participating in investment discussions and stakeholder coordination.

He served as a panel lawyer for the Malaysian Bar Council’s Disciplinary Committee, where he reviewed professional conduct cases, demonstrating his long-standing commitment to ethical governance and professional integrity.

Appointed by Suruhanjaya Syarikat Malaysia (Companies Commission of Malaysia) as a consultant for the Interest Scheme Blueprint 2020–2024, Mr. Wong contributed to national policy efforts aimed at strengthening investor protection and regulatory standards in alternative investment schemes.

He also represents clients in business negotiations and investment ventures in China, leveraging his understanding of cross-border deal structures, regulatory environments and commercial practices. Additionally, he contributed legal articles to Sin Chew Daily, offering practical insights into real estate transactions and legal pitfalls, as part of his commitment to public legal education.

Lai Kim Hen

Business Development

A graduate from Universiti Kebangsaan Malaysia with a Bachelor of Science degree in Statistics and Computer Science, Lai also holds a Registered Financial Planner Certificate (“RFP”) certified by Malaysian Financial Planning Council.  He is highly experienced in wealth planning and management, risk and investment management, family office set-up, family office constitution, insurance, asset protection and succession.

Mr. Lai had previously served as the business development director of BBS Trust International Ltd. another licensed Labuan trust company where he was responsible to build-up the wealth management business of the company via the establishment of Labuan foundation for clients.

Mr. Lai had served in many reputable regional insurance, financial advisory and corporate services company such as Hong Leong Assurance Berhad, Standard Financial Planner Sdn. Bhd., Cheng & Co Trust International Ltd, Excellentte Consultancy Sdn Bhd and Etalage Sdn Bhd. He has very good knowledge of Labuan’s laws, investment strategies and methodologies on unit trusts, stocks, bonds, forex, insurance and cryptocurrencies.  Mr. Lai is also a much sought after authority to provide advisory on the establishment of foundations, family offices, trusts and managing of private assets.

Antonnio Hong

Corporate Strategy & Development

Graduated from Nanyang Technological University in Singapore with a major in Mechanical & Production Engineering, Antonnio is also armed with a Masters in Business Administration, specializing in International Business, from the University of Birmingham (UK). He has travelled 23 countries for work, and had been hired in Singapore, China, USA and Western Europe.

Having worked with several global multinational companies like Bayer, Cameron, and Frost & Sullivan, Antonnio possesses an international mind-set with critical thinking. Experienced in Strategic Planning, Operational Excellence and B2B Business Development, he targets to improve clients’ top-line and profitability. He was the Head of Corporate Strategy in 6 different public-listed companies in Malaysia and abroad. Antonnio currently executes Management Consulting projects that are focused on Cost Management, Process Re-engineering, Partnership Development and Corporate Development works.

Ivan Fong Choon Hau

Financial Advisor

Ivan comes with 17 years of solid experiences in the accounting, finance, tax, treasury, management, digital transformation and corporate governance field. He is a Chartered Accountant from Malaysian Institute of Accountant and a member of the Association of Chartered Certified Accountants (UK). Ivan also holds the Advanced Diploma in Financial Accounting from Tunku Abdul Rahman College.

He joined Baker Tilly Monteiro Heng, a medium-sized audit firm, after graduation when he performed financial audit to various business industries, both large corporations and Small-Medium enterprises. He was also involved in various corporate exercise where he gained skills in Management Discussion & Analysis, Forecast & Projections, Accountants’ Report and Proforma Financial Information.

Ivan has working experience in Gadang Holdings Berhad as Group Accountant where he is accountable for the consolidated financial statements in Group level with total 60 over companies across Malaysia, Singapore and Indonesia. Ivan was subsequently promoted to Head of Finance (Utility Division). In Censof Holdings Berhad, Ivan was the Chief Finance Officer assisting in the turnaround of severe negative cash flows to positive cash & cash equivalents plus debt restructuring execution. Currently, Ivan is involved in the provision of professional services inclusive of accounting services, advisory on M&A transaction, payroll services, debt restructuring & re-financing services.

Kevin Lee

Graduated from University of Nebraska-Lincoln, Kevin Lee is a seasoned business transformation leader and general manager with over 25 years of experience in Malaysia’s telecommunications and ICT industry.

He held key management roles in two of the nation’s leading telcos, Digi and Maxis, where he spent the last decade as part of Maxis’ Senior Leadership Team. During this time, Kevin spearheaded the transformation of the company’s B2B business from a mobile-centric model into a diversified ICT solutions provider, delivering RM170 million in new revenue growth over five years, with 24% derived from non-mobile segments.

His expertise spans strategic planning, sales and channel development, digitalization, and organizational transformation. Kevin has successfully managed large commercial organizations, overseeing teams of over 200 professionals and consistently achieving top employee engagement scores while driving business growth.

Today, Kevin applies his corporate leadership experience to advising SMEs on growth strategy, channel expansion, and practical digital adoption—helping business owners scale and future-proof their organizations. Recognized as a thought leader, he has also shared his perspectives on digitalization, Industry 4.0, IoT, 5G, and organizational change as a guest speaker on ASTRO’s Business Talk Forum from 2019 to 2022

Lim Cheng Bock

Bock obtained his Law degree from the University of Kent, Canterbury and was called to the English Bar on the 24th of July 1986.

He has been in continuous practice since 1987 after he was called to the Malaysian Bar.  Closed to 40 years in practice he is highly experienced in corporate practice.

In July 2018, Bock along with two partners from his previous legal practice, Ms Yap Lay Hoon and Ms Sharmini Ganeshan, founded the firm of Bock & Partners which specialises in Corporate and Conveyancing practice.

Ashwin Lim

Ashwin graduated from the University of Leeds with a degree of Bachelor of Laws with Honours, First Class Division and was called to the English Bar at Lincoln’s Inn. Ashwin then admitted and enrolled as an Advocate and Solicitor of the High Court in Malaya on the 16th November 2018.

Ashwin’s core area of expertise includes mergers and acquisitions, corporate restructurings, inter-company debt restructurings, legacy and estate planning, shareholders’ disputes, capital reduction exercise, liquidation of companies, general corporate advisory, contractual disputes and disputes regulated under the Malaysian Institute of Accountants. Ashwin also regularly advises on complex tax matters, specifically regarding capital gains tax, real properties gain tax and stamp duty.

Ashwin’s notable assignments includes:

• Established legacy planning structures managing assets exceeding RM3 billion for high-net-worth clients.
• Acted in the sale of a series of companies value at RM580million in the infrastructure industry.
• Acted for a client in the healthcare industry in the acquisition of a series of companies worth over RM120million.
• Acted for a client on the unwinding of a complex multi-tier corporate structure involving cross-border entities.
• Acted in an inter-company debt restructuring exercise totalling more than RM2.5 billion.
• Advised on the amalgamation of a series of companies in Labuan.
• Advised a client in a contractual and commercial dispute in a RM500million claim against the client.