About Us
INTRODUCING CAPSTAR ADVISORY:
About Us
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.
Our Pledge
With the ever-evolving needs of today, we are constantly exploring innovative methods to meet them. To achieve this, we are integrating fresh talent into our team.
Our Vision
To provide comprehensive and secure trust management services that safeguard our clients\’ assets, ensuring financial stability and peace of mind for future generations.
Our Mission
To be the leading trust management firm known for unparalleled expertise, innovation, and commitment to protecting and growing our clients\’ wealth.
Our Value
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
Rex Lim
Founder, Managing Director
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.
Carolyn Lee
Founder, Managing Director
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.
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.
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