About Capstar

Leading Trust Provider

CAPSTAR ADVISORY

CAPSTAR ADVISORY Trust Services is your leading provider of comprehensive trust services, specializing in trust administration, estate planning, and trust management. With a client-centric approach and a focus on building lasting relationships, CAPSTAR ensures that clients receive tailored solutions that meet their unique needs and objectives.

Introducing Capstar Advisory:

Your Trusted Partner in Holistic Trust Services

Capstar Advisory Sdn Bhd, established on June 21, 2023, is a distinguished trust services company founded by two experienced financial planning industry leaders, Rex Lim and Carolyn Lee. With a combined experience of over 45 years, Rex and Carolyn bring a vast of expertise and knowledge to the realm of trust services.

Your most trust worthy advisor

Trustworthiness, Transparency and Exceptional

We understand that trust is the foundation of any successful relationship. That’s why we prioritize trustworthiness, transparency, and exceptional service in everything we do. We are dedicated to helping individuals, families, and businesses navigate the complexities of trust administration and estate planning with confidence and peace of mind.

CAPSTAR ADVISORY'S ELITE FOUNDERS

REX LIM

Founder, Managing Director.

RFC
Introducing Rex Lim, a distinguished Managing Director at AlphaOne Wealth Advisory (AWA). Rex graduated with a B.Bus in Banking & Finance from Melbourne, Australia, in 2003 and is a recognized Chartered Wealth Manager (ChWM, Hong Kong 2025), Registered Financial Planner (RFP) in Malaysia, and Registered Financial Consultant (RFC) in the USA.

With over 21 years of experience in financial planning, Rex has consistently demonstrated his expertise, qualifying for the Million Dollar Round Table (MDRT) fifteen (15) times, including two (2) Court of the Table (COT) distinctions. His outstanding contributions have also earned him a prestigious spot among The 100 Most Influential Young Entrepreneurs 2025.

A sought-after speaker, Rex has delivered engaging presentations worldwide, captivating audiences in cities such as Orlando, Los Angeles, Hong Kong, Anaheim, Dubai, Lebanon, and Indonesia. Beyond his professional achievements, he is an accomplished author, having published the book “Change 2” in 2020. His extensive experience includes managing group private trust business portfolios exceeding RM200 million, further solidifying his reputation as a leader in wealth management.
CAPSTAR ADVISORY'S ELITE FOUNDERS

CAROLYN LEE

Founder, Managing Director.

CFP, AEPP, ChWM
Introducing Rex Lim, a distinguished Managing Director at AlphaOne Wealth Advisory (AWA). Rex graduated with a B.Bus in Banking & Finance from Melbourne, Australia, in 2003 and is a recognized Chartered Wealth Manager (ChWM, Hong Kong 2025), Registered Financial Planner (RFP) in Malaysia, and Registered Financial Consultant (RFC) in the USA.

With over 21 years of experience in financial planning, Rex has consistently demonstrated his expertise, qualifying for the Million Dollar Round Table (MDRT) fifteen (15) times, including two (2) Court of the Table (COT) distinctions. His outstanding contributions have also earned him a prestigious spot among The 100 Most Influential Young Entrepreneurs 2025.

A sought-after speaker, Rex has delivered engaging presentations worldwide, captivating audiences in cities such as Orlando, Los Angeles, Hong Kong, Anaheim, Dubai, Lebanon, and Indonesia. Beyond his professional achievements, he is an accomplished author, having published the book “Change 2” in 2020. His extensive experience includes managing group private trust business portfolios exceeding RM200 million, further solidifying his reputation as a leader in wealth management.
CAPSTAR ADVISORY'S

SYNERGY

CAPSTAR ADVISORY’s commitment to a holistic approach ensures that your trust services experience goes beyond traditional asset management. Rex and Carolyn prioritize transparent communication, integrity, and personalized service. With their guidance, you can trust that your assets, legacy, and financial future are in capable hands.

Together, Rex and Carolyn form a dynamic team at CAPSTAR ADVISORY, dedicated to providing holistic trust services. Their expertise in estate planning and management allows them to develop comprehensive strategies tailored to each client’s unique needs and aspirations.
PROFESSIONALS TRUST ADVISOR

TEAM CAPSTAR

Our team of experienced trust professionals, including legal experts, financial planners, and investment advisors, work collaboratively to deliver customized strategies that protect assets, minimize taxes, and preserve wealth for future generations. We pride ourselves on staying at the forefront of industry trends and regulations, ensuring that our clients benefit from the latest knowledge and innovative solutions.

CAPSTAR ADVIOSR

OUR PROMISES

Todays’ needs are constantly changing, so we continually seek new and better ways to serve them. To do this, we are bringing new talent.

OUR VISIONS

To always strive to be the #1 Estate Planning Team in Malaysia. We envision to help our associates become the best advisors in the industry, by providing our top notch advice for our valuable clients.

OUR MISSIONS

To help out every family by setting up “The Gift of Love” family trust to preserve and create their wealth for next generation. We do this through our commitment, education and professionalism.

OUR VALUES

Continuing professional development: We unlearn, Relearn and Grow Service: We serve, We give, We provide the best Legacy: Building a legacy for you and your family

WE PROVIDE

Ongoing Support AT YOUR EVOLVING NEEDS

Estate trust planning is not a one-time event but instead an ongoing process. We here to ensure that the estate plan remains aligned with the your evolving needs and any changes in tax or legal regulations. Giving you confidence that your estate plan will remain effective and up to date, always.

CAPSTAR ADVISORY Trust Services:

Building Trust, Securing Futures.

CAPSTAR ADVISORY Trust Services is your trusted partner in navigating the intricacies of trust administration and estate planning. We are committed to building long-term relationships based on trust, integrity, and exceptional service. Let us help you protect your assets, secure your legacy, and achieve your financial objectives.