Wealth
Management
TRUST ADVISORY
Trust advisory refers to professional services that offer guidance and expertise in the creation, management, and administration of trust structures. A trust is a legal arrangement where one party (the trustee) holds and manages assets on behalf of another party (the beneficiary) under specific terms and conditions. Trusts are commonly used for estate planning, wealth management, asset protection, and charitable purposes.
LEPI’s consultants provide expert advice to individuals, families, or businesses on setting up trusts, optimizing tax benefits, ensuring compliance with legal requirements, and managing trust assets to meet the objectives of the trust. Our advisors typically have expertise in areas like law, taxation, investment, and financial planning.
Our scope of work include:
- Recommending the right type of trust based on the client’s needs (e.g., revocable, irrevocable, family trusts).
- Ensuring proper legal documentation and structuring.
- Managing trust investments and overseeing the distribution of assets.
- Providing strategies for asset protection and wealth transfer.
- Offering ongoing oversight and adjustments to meet changing circumstances or goals.
Dato’ Muraly Daran Menon FCCA
Consultant Advisor
Qualifications
Dato’ Muraly Daran Menon is a Fellow of the Chartered Association of Certified Accountants, UK and a member of the Malaysian Institute of Accountants (MIA).Experience
Dato’ Muraly Daran has over 35 years’ experience in trustee services, financial management, investment portfolio management.Past Organisations Served
Dato’ Muraly Daran was the Chief Executive Officer of Amanah Raya Berhad (Public Trust Corporation), Malaysia’s largest trust company until he left in 2004. Prior to Amanah Raya Berhad, Dato’ Muraly Daran had served with the Malaysian Ministry of Finance as senior treasury accountant.Award
For his service to the Malaysian Government, he was bestowed with three titles, namely DPMP (which carries the title Dato’), PMP and AMN.He is based in Malaysia.
INTERNATIONAL TAXATION
Global business that does not take cognisance of the realities of the impact of international tax is doomed to obliteration. It is wise to always be attentive and well-guarded to the impact of taxation and changes thereof to businesses.
LEPI provides expert guidance to businesses and individuals on tax laws and regulations that apply across different countries. These services help clients navigate complex tax systems, minimize tax liabilities, and ensure compliance with international tax treaties, transfer pricing rules, and other cross-border tax obligations.
We assist with tax planning strategies, cross-border transactions, and structuring investments to optimize tax efficiency. Additionally, we can offer advice on issues such as double taxation, tax residency, and changes in international tax legislation, helping clients manage risks and enhance global business operations.
Kuppusamy Rajandran C.A. (M), ACTIM
Consultant Advisor
Qualifications
Mr. Kuppusamy Rajandran is a member of The Malaysian Institute of Accountants and an Associate member of the Chartered Tax Institute Malaysia. He is also an approved tax agent, licenced by the Ministry of Finance Malaysia.Experience
He is very experienced in handling income tax matters, and leads the Departments of Direct and Indirect Taxes of T.A. Corporate Consultants Sdn. Bhd., a firm of tax consultants.
INVESTMENT PORTFOLIO
An investment portfolio is a collection of financial assets such as stocks, bonds, mutual funds, real estate, and other investments held by an individual or institution. The goal of a portfolio is to grow wealth over time, while managing risk through diversification—spreading investments across different asset classes to minimize the impact of poor performance in any one area. Investors typically design portfolios based on their financial goals, risk tolerance, and time horizon.
LEPI’s consultants can provide advice on a well-balanced portfolio, aiming to achieve a mix of growth and stability, often adjusted over time to align with changing market conditions or life circumstances.
Martine Michel-Choppard
Consultant Advisor
Qualifications
Martine Michel-Chopard was born and educated in France, attended Geneva University where she studied Law and Economics.Experience
Upon graduating, she joined a multi-national group involved in trading commodities, oil, shipping and forex. She subsequently worked for several Swiss banks.Since 1990, she has been working on project financing, mainly in the Far-East and has travelled intensively in all the South-East Region and China. She has worldwide experience in handling projects from real estate to infrastructure.
Prabakaran Mukundan
Consultant Advisor
Subsequently, he joined the banking industry and was appointed as bank manager with AmFinance Berhad and later transitted to AmBank Berhad where he held various positions such as Head of Retail Banking and Head of Business Banking-Credit Control & Loan Rehabilitation before becoming Senior Manager – Risk Management and Credit Operations.