Karen Wong
Karen has an extensive legal background, specializing in family and commercial law, with rich experience in asset protection, estate planning, and legal disputes. As a professional lawyer, she is known for her meticulous approach and expertise in resolving complex legal matters, earning the trust of her clients. However, becoming a mother transformed Karen’s perspective on life and career. She began to emphasise the importance of wealth planning and realized that integrating legal expertise with wealth management could provide more comprehensive support for clients in achieving their life goals. This realization led her to join AIA as our Deputy Director of Wealth Management, as well as Seeds Financial Group, where she focuses on delivering innovative and diversified solutions.
Karen’s dual expertise in law and financial planning enables her to provide clients with holistic support from both perspectives. Through her collaboration with the Seeds Financial Group team, Karen leverages her interdisciplinary knowledge to address the financial challenges of high-net-worth individuals and professionals. She combines legal strategies with insurance tools to help clients mitigate litigation risks, implement asset segregation, and establish trusts to ensure wealth protection. Additionally, she emphasizes the importance of preparing for unforeseen circumstances through the creation of wills and lasting powers of attorney. Her exceptional risk management skills also allow her to assist clients in diversifying investment risks and developing stable, long-term plans for wealth growth and legacy preservation, aligning closely with the core values of Seeds Financial Group.
Karen was drawn to AIA by its century-long legacy and industry leadership. She particularly resonates with AIA’s forward-looking innovation culture, exemplified by its multi-currency savings plans and comprehensive wealth management center, which align seamlessly with her professional values. At the same time, Seeds Financial Group, as a dynamic wealth management platform, provides highly personalized services and professional training, offering Karen dual support for her career development and further solidifying her expertise.
As a cross-disciplinary expert who bridges legal expertise with wealth management, Karen is committed to providing clients with innovative and effective solutions. She also hopes to inspire the younger generation through her own experiences, exploring the limitless possibilities of integrating law and financial planning to build a more impactful career. Her arrival brings new depth and value to the professional services of both AIA and Seeds Financial Group, creating even greater opportunities for our clients.