Candice Lam

Candice
Lam

Trust Officer

Candice Lam
Trust Officer

Candice brings over ten years of experience and language skills to serving our clients in the emerging international high-net-worth community. She is committed to building professional and personal relationships with trust clients in all aspects of trust services, financial planning, and investment management.

Candice received her BS from the University of Southern California in 2012 and her MBA from DeVry University in 2016. She speaks fluent Mandarin and Cantonese and is herself an immigrant success story.

A Message From Leadership.

Our team members have been carefully selected to ensure that you can trust us and rely on us for the highest quality of service. We are committed to being a true industry leader by providing an exclusive blend of trustee services, language services, and unequalled customer service to our clients in the U.S., Asia, and beyond.

We would consider it an honor to speak with you personally about your family’s goals and how we can help. Please call or email us anytime to discuss your strategy to secure a brilliant future and to ensure your legacy with a licensed trustee.

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