Lee Wong
About Lee Wong
Lee Wong serves as the Managing Director and Head of Family Services Asia at Lombard Odier Group, where he focuses on legacy planning solutions for families in Asia. With a legal background and extensive experience in wealth management, he has held various senior positions in notable financial institutions throughout his career.
Work at Lombard Odier
Lee Wong serves as Managing Director and Head of Family Services Asia at Lombard Odier Group since 2017. In this role, he has focused on developing legacy planning solutions tailored for families in Asia. His responsibilities include providing strategic philanthropy advisory services, which assist families in aligning their philanthropic goals with their overall wealth management strategies.
Previous Experience
Before joining Lombard Odier, Lee Wong held several significant positions in the financial and legal sectors. He worked at UBP - Union Bancaire Privée as Managing Director for one year from 2016 to 2017. Prior to that, he served as Director at BNP Paribas Private Bank from 2006 to 2010. His earlier roles include Vice President at Coutts from 2002 to 2004 and Assistant Vice President at Citi from 1999 to 2002. He also has legal experience, having worked as Senior Legal Counsel at Drew & Napier LLC and Legal Counsel at Allen & Gledhill.
Education and Expertise
Lee Wong studied at the National University of Singapore, where he earned a Bachelor of Laws (LLB) degree from 1991 to 1995. His educational background provides a strong foundation for his expertise in family governance and inter-generational family wealth succession planning. This specialization is critical in his current role, where he addresses complex family dynamics and wealth management needs.
Background
Lee Wong has over two decades of experience in the financial and legal industries. His career spans various roles that combine legal expertise with wealth management. His extensive background equips him with the skills necessary to navigate the complexities of family services in Asia, particularly in the context of legacy planning and philanthropy.