Pei Hsia Lee
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Pei Hsia Lee Email & Phone Number

Founder & Director of Chapter 3 Consultancy at Chapter 3 Consultancy Pte Ltd
Location: Singapore 3 work roles 2 schools
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Role
Founder & Director of Chapter 3 Consultancy
Location
Singapore

Who is Pei Hsia Lee? Overview

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Pei Hsia Lee is listed as Founder & Director of Chapter 3 Consultancy at Chapter 3 Consultancy Pte Ltd, based in Singapore. AeroLeads shows a matched LinkedIn profile for Pei Hsia Lee.

Pei Hsia Lee previously worked as Director at Chapter 3 Consultancy Pte Ltd and Estate and Succession Practitioner at Preceptsgroup International. Pei Hsia Lee holds Bachelor'S Degree, Accounting from Nanyang Technological University.

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Chapter 3 Consultancy Pte Ltd

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About Pei Hsia Lee

Attracted by the fulfillment of a meaningful career, You Yi (formerly known as Pei Hsia) joined the financial services industry to make a difference in people’s lives. She has been in the financial industry for 9 years and is currently a director of Chapter 3 Consultancy providing Estate & Legacy Planning services to her clients."Chapter 3 Consultancy" draws its name from the symbolic significance of the number 3, representing three meaningful concepts. Besides referencing to the third chapter of our lives, the number 3 is a homophone for "tree". This embodies her client’s aspiration to create a nurturing and protective environment for their loved ones, akin to the shelter provided by a strong and flourishing tree.Additionally, the number 3 signifies her mission to help her clients extend their love for three generations and beyond. She firmly believe that estate & legacy planning is about creating an impact that transcends time, allowing her clients to pass down their values, wealth, and wisdom to their loved ones.As a strong advocate in holistic wealth planning, many clients have changed their perspective towards managing their wealth after meeting her. Covering all aspects of wealth from protection, accumulation, preservation and distribution, she now specializes in retirement planning & estate planning, focusing on maximising and preservation of wealth for clients who wishes to pass down a legacy for their loved ones.

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Chapter 3 Consultancy Pte Ltd
Chapter 3 Consultancy Pte Ltd
Founder & Director of Chapter 3 Consultancy
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3 roles

Pei Hsia Lee work experience

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Director

Current

Singapore

Besides facilitating our offshore clients to set up companies in Singapore, our core business is helping clients to set up family trusts. At Chapter 3, I specialize in providing clients with holistic estate planning solutions. My process begins by deeply understanding my clients' family dynamics, values, and their intended beneficiaries. From there, I develop tailored solutions, which may include customised wills, trusts, and asset restructuring, to address their unique needs.I firmly believe that estate planning cannot be done in isolation and often involves other specialists in the process. For example, business owners have their wealth closely tied to their businesses. Therefore, it is important to integrate business succession planning and exit planning into their estate planning strategies. My ultimate goal is to provide clients with peace of mind and to ensure that their wishes are carried out after their passing.My clientele ranges from singles, divorcees, young parents with minor kids/ special need kids to successful business owners with a net worth exceeding S$150 million. It is never too early to kick start your planning, as your estate plan can be adjusted and refined as you progress through different phases of life. My services:- Will Writing- Family Trust Set up- Family Office Set up To also provide my clients with comprehensive support, I have established partnerships with trusted experts in various fields, including:- Legal Advisory- Private Wealth Management- Real Estate- Insurance Advisory- Management Consulting- Tax Advisory- Education- Medical Conceige

Jan 2022 - Present

Estate And Succession Practitioner

Current

Singapore

Chapter 3 Consultancy Pte Ltd is a licensed trust introducer to Precepts Trustee. Since 2008, the PreceptsGroup has grown tremendously in experience and achievements as an Estate Planning Group. It has established a strong and solid foundation specifically in the areas of Succession, Distribution and Management of Wealth. Having built a reputation of reliability, PreceptsGroup continues to stand firmly as one of the largest in the industry within the Asian region. It has a track record of setting up more than 1,000 Living Trust, 15,000 Wills, and currently hold more than 9,000 Executor and Trustee appointments. Precepts Trustee Ltd is a licensed Trust company (Licence No. TC000040) regulated by the Monetary Authority of Singapore (MAS).

Jan 2018 - Present

Private Wealth Manager

Current

Singapore

The Advisors Alliance Group is the first agency in Singapore to clinch the 100 IDA Team in 2019. We achieved this accomplishment again in 2020, 2021, 2022, 2023 and 2024.The 100 IDA Team is recognised as one of the highest accolades for insurance agencies across the world.When an individual achieves IDA, it represents his professionalism and personal dedication to excellence. When an organisation has more than 100 consultants achieving IDA, it represents something much greater.

Jan 2015 - Present
2 education records

Pei Hsia Lee education

FAQ

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Quick answers generated from the profile data available on this page.

What company does Pei Hsia Lee work for?

Pei Hsia Lee works for Chapter 3 Consultancy Pte Ltd.

What is Pei Hsia Lee's role at Chapter 3 Consultancy Pte Ltd?

Pei Hsia Lee is listed as Founder & Director of Chapter 3 Consultancy at Chapter 3 Consultancy Pte Ltd.

Where is Pei Hsia Lee based?

Pei Hsia Lee is based in Singapore while working with Chapter 3 Consultancy Pte Ltd.

What companies has Pei Hsia Lee worked for?

Pei Hsia Lee has worked for Chapter 3 Consultancy Pte Ltd, Preceptsgroup International, and Advisors Alliance Group.

How can I contact Pei Hsia Lee?

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What schools did Pei Hsia Lee attend?

Pei Hsia Lee holds Bachelor'S Degree, Accounting from Nanyang Technological University.

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