谭家威

Tan Ka Wai, Michael

助理副总裁

Assistant Vice President

谭先生现任富饶家族办公室助理总裁。从2020年进入财富管理行业,他通过自己不断的学习和提升,令他在家族办公室的业务更专业和全面,其中包括家族及个人财富管理、移民及教育规划、风险管理和税务规划。他相信通过专业的规划,除了能为家族或个人规避风险,更能令财富安全地增长及传承。

谭先生毕业于美国俄勒岡大学,主修工商管理。

谭先生从进入财富管理行业至今连续四年获得百万圆桌会员,他亦是认可信托策划师和特许财务策划师。他的人生格言是"不断累积,才有奇迹",因此他也帮助了不少家族和个人的财富管理及身份规划,令客户们体验到一站式的家办服务。

专业资格

  • 亚太财务策划协会 - 注册特许财务策划师
  • 財富承傳策劃協會 - 認可信託策劃師
  • MDRT 百万圆桌会會員

Mr. Michael Tan currently serves as the Assistant Vice President of WealthAxis Family Office. Since entering the wealth management industry in 2020, he has continuously expanded his expertise and comprehensive capabilities in family office services through dedicated learning and self-improvement. His areas of specialization include family and individual wealth management, immigration and education planning, risk management, and tax planning. He believes that professional planning not only helps families and individuals mitigate risks but also ensures the secure growth and intergenerational preservation of wealth.

Mr. Tan graduated from the University of Oregon in the United States, where he majored in Business Administration.

Since joining the wealth management industry, Mr. Tan has been recognized as a Million Dollar Round Table (MDRT) member for four consecutive years. He is also a Certified Trust Planner (CTP) and Fellow Chartered Financial Practitioner (FChFP). Guided by his personal motto, "Continuous accumulation creates miracles," he has assisted numerous families and individuals in achieving holistic wealth management and identity planning goals, providing clients with seamless, one-stop family office services.

Professional Qualifications

  • Asia Pacific Financial Services Association - Fellow Chartered Financial Practitioner (FChFP)
  • Wealth Succession Planning Association - Certified Trust Planner (CTP)
  • The Premier Association of Financial Professionals® - Million Dollar Round Table Qualified Member

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