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.
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
Founder, Managing Director: Rex Lim
Rex Lim, brings a diverse skill set to the world of trust services. Graduating with a B.Bus in Banking & Finance from Melbourne, Australia, in 2003, Rex has earned recognition as a Registered Financial Planner (RFP) in Malaysia and a Registered Financial Consultant (RFC) in the USA.
With an impressive track record of being a thirteen-time Million Dollar Round Table (MDRT) qualifier, including two Court of the Table (COT) qualifications, Rex is known for his exceptional financial acumen.
He has delivered inspiring speeches internationally, captivating audiences in Orlando, Los Angeles, Hong Kong, Anaheim, Dubai, and Lebanon. Rex is also an esteemed author, having published the book “Change 2” in 2020.
His experience includes successfully managing group private trust business portfolios exceeding RM 100 million.
CAPSTAR ADVISORY'S
ELITE FOUNDERS
Founder, Managing Director: Carolyn Lee
Carolyn Lee, is a respected figure in the industry. Her accolades include being a Million Dollar Round Table (MDRT) member, a Certified Financial Planner (CFP) from the USA, and an Associate Estate Planner PR practitioner (AEPP) from Singapore.
Carolyn has gained recognition as the Queen of “Total Holistic Planning” since 2019, solidifying her reputation as a trusted advisor. She has also been recognized as one of the Top 50 Malaysia Outstanding Wealth Advisors of 2023 (MMOWA).
With her extensive experience and accomplishments, Carolyn has successfully managed group private trust business portfolios exceeding RM 100 million.
CAPSTAR ADVISORY'S
ELITE FOUNDERS
CAPSTAR ADVIOSRY
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 ADVIOSRY
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
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 SupportAT 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.
