Senior Legacy Adviser
Amy Cheng is a Senior Legacy Advisor for the [email protected] Office. Throughout her 35-year career in the finance industry, she has acquired a very unique knowledge she now uses to provide visionary families with highly personalized legacy planning arrangements.
Amy is passionate about family care. Day after day, she does her best to make each family she accompanies feel more comfortable and future-ready. Within the Jia Family Office, she carefully plans every move of the legacy process, including by securing the family’s wealth under a strong financial shelter.
Amy Cheng worked at Marsh & McLennan Co. in the 80’s and 90’s, where she handled global corporate accounts with a special focus on Risk Management Schemes. Perfectly accustomed with the different needs of the large corporates, she also understood how business and society influence each other and why a full coverage plan so important for people who work hard to build their dream life. When unexpected incidents happen, the implication can be huge and unpredictable - this is where family planning becomes essential.
Over time, Amy elevated her expertise with other organizations such as Bank of America, Sun Life Financial, AIA, or FT Life and gained authority in the field of insurance advice, which eventually led her to focusing on customized family planning and asset management.
Her thoughts are all about the benefits for her clients and their family’s growth. From risk management to legacy planning, she believes that a careful study of the clients’ background is important.
Beyond pure security and growth, family planning is becoming a lifestyle issue that people must feel free to talk about without fear.