Dorise Chen

I spent over 18 years in financial planning, insurance, investment manager and accounting services. I work closely with wealth owners and their families to plan and achieve long-term goals in family, business, investments, and philanthropy. My expertise in managing family dynamics reflects my commitment to fostering unity and aligning family values with their wealth. I have also led a number of large local and cross-border investment deals spanning across multiple asset classes, regions, sectors and industries.

My mission is simple: I partner with investors, family offices for whom I leverage my expertise in sourcing, managing and growing their wealth globally. Moreover I would like to give all the successes I achieving in my life back to the world.

I am currently serves as a Non Executive Director for a few family offices and also serves a chair for not-for-profit organization. I hold a Bachelor of Commerce, is a Certified Practicing Accountant, a qualified financial planner and a Certified Chair of Advisory Board Centre. I am also currently undertaking certified spiritual life coaching with Awakened Academy.