A well-rounded Head of Family Office with 10 years of hands-on experience in institutionalizing and managing a full service single family office.A collaborative leader with unquestionable integrity and presence to effectively represent the family and diligently manage complex family affairs.My experience has been in the executive functions area of a single family office. In addition to daily operating, compliance, financial, and team management responsibilities, I have successfully completed projects from include setting up trusts, to organizing RFP processes to identify investment managers, recruiting investment committee members, independent board directors and establishing a charitable foundation. Essentially, depending on the needs or circumstances, through Chronicle Advisors, I could provide bespoke services to develop a family office or any organization strategically and progressively with well-defined governance.Skilled in Corporate, Investment and Family Governance, Trust Management (including Compliance), Corporate Management, and Investment Portfolio Monitoring.
Chronicle Advisors
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Founder And Managing DirectorChronicle Advisors May 2024 - PresentHong Kong Sar
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The Head Of Family OfficeOss Capital Feb 2014 - May 2024Hong Kong Sar• With a strategic mindset, demonstrated ability to anticipate and respond to the needs and requests of the family.• Devoted considerable effort as a key architect in building and strengthening corporate, family and investment governance.• Collaborated extensively with family members, external advisors, and service providers (including an outsourced chief investment officer 'OCIO' firm).• Led the effort as the family confidant to survey the family’s wealth landscape and define investment policy statement together with the OCIO firm including strategic asset allocation and risk metrics tailored to the family’s objectives and risk tolerance. • Reformed the investment committee to include non-family professional members.• Represented the family in managing all confidential shareholding matters related to its publicly listed operating company.• Participated in all family holding company boards, investment committee and charitable foundation meetings as family office representative.• Liaised with professional solution providers to address the family’s needs across areas such as tax, legal, rising generation wealth education and corporate services.• Prepared customized reports to track investment/financial performance, asset allocation, budgets, cash flow forecasting, etc.• Ensure compliance with regulatory bodies/tax agencies.
Nelson Lam Skills
Nelson Lam Education Details
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Architecture -
High School Diploma
Frequently Asked Questions about Nelson Lam
What company does Nelson Lam work for?
Nelson Lam works for Chronicle Advisors
What is Nelson Lam's role at the current company?
Nelson Lam's current role is Family Office Strategist.
What schools did Nelson Lam attend?
Nelson Lam attended Lehigh University, The Hill School.
What skills is Nelson Lam known for?
Nelson Lam has skills like Microsoft Office, Project Management, Microsoft Excel, Business Strategy, Research, Negotiation, Management, Marketing Strategy, Strategic Planning, Event Planning.
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