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Karen Tan
Managing Director Head of South-east Asia Wealth Advisory
Biography
Karen Tan is a Managing Director and the Head of Wealth Advisory Group for Southeast Asia at J.P. Morgan Private Bank in Asia.
Based in Singapore, she is responsible for the firm’s Wealth Advisory Practice for ultra-high net worth clients in Asia. The Practice Group is dedicated to advancing the firm’s advisory efforts in providing customised wealth planning solutions including the designing of family offices, trust structuring and multi-jurisdictional tax planning as well as philanthropy.
Prior to joining J.P. Morgan, Karen was an Executive Director in the Wealth Planning Team at UBS Wealth Management Singapore for more than 10 years, covering the Global Ultra-High Net Worth clients. She has been working closely with families and family offices across the Southeast Asia region and has advised on a wide range of issues with focus on the structure, design and planning considerations on the establishment of family offices, trust structuring, mobility and relocation planning, and inter-generational and legacy planning.
Karen started her legal practice in Malaysia and Singapore for more than 7 years, in the areas of corporate law and taxation, specialising in private client and probate/trust matters. She was counsel in the private client team of a major US law firm in Singapore prior to joining UBS.
Karen is admitted as an Advocate and Solicitor in the High Court of Malaysia, and also admitted as a solicitor in the New South Wales Bar, Australia.
She holds a Bachelor of Laws degree from University College, London and a Masters in Taxation from the ATAX, University of New South Wales.
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