We help you plan and develop succession planning strategies
Passing on significant wealth in a considered manner is a critical part of any family’s financial strategy. At BridgeWater, we support individuals and families in structuring the smooth, intentional transition of wealth and leadership across generations.
A structured approach to continuity
Succession planning involves the transition of wealth, assets, and responsibilities from one generation to the next — or from family control to a more professionalised governance structure.
It is not simply about asset transfer, but about ensuring clarity, stability, and continuity for those who follow.
Experience shaped by stewardship
For over 20 years, our leadership and advisory teams have worked closely with families to protect, preserve, and plan personal and family wealth.
With deep exposure to business ownership, governance transitions, and inter-generational dynamics, we bring a holistic and practical perspective to succession planning.
A collaborative, long-term partnership
We work alongside our clients to create succession plans that reflect their ambitions, values, and responsibilities.
Our role is to ensure appropriate governance structures are in place — supporting the smooth transfer of both assets and leadership.
Our Core Wealth Solutions
As part of our succession and wealth planning framework, BridgeWater offers structured portfolio solutions designed to support income needs while maintaining long-term capital considerations.
BridgeWater YieldUp Portfolio
Designed to provide investors with access to passive income streams while maintaining long-term capital considerations.
Three Model Portfolios
- YieldUp Steady
- YieldUp Plus
- YieldUp Growth
Target payouts of up to 13.5% p.a.*
Purpose-Driven Design
- Steady & Plus: Capital preservation focused
- Growth: Potential capital growth oriented
Our Core Team
Our core team brings together experienced professionals in wealth planning, portfolio structuring, and long-term financial strategy.
With a client-focused approach, BridgeWater is committed to delivering tailored solutions that support wealth preservation, income planning, and sustainable financial growth across generations.
Andrew Tan
Investment Strategy & Compliance
- Former CEO of Southeast Asia’s first crowdfunding platform
- 20+ years in private equity with PEMC licensing
- Venture capital expertise with VCMC licensing
- Deep understanding of collateral-backed lending, mezzanine f inancing, and share-backed financing
- Responsible for investment deployment, risk management, and regulatory compliance
Tammy Ker
Sales, Marketing & Operations
- 20 years combined experience in insurance and real estate
- Proven track record managing sales teams of 200+ agents
- Led regional teams to Best Performance awards for three consecutive years
- MDRT (Million Dollar Round Table) achiever in insurance sector
- Former Branch Director managing top-performing teams in Kuala Lumpur and Penang
- Oversees client acquisition, agent recruitment, training, and operational excellence
Johnny Chia
Organizational Development & Leadership Training
- Seasoned business leader and certified trainer with 30+ years of experience in global network marketing and direct selling
- Proven track record building and advising enterprises to billion-dollar valuations with expertise in organizational growth and international market expansion
- Successfully led networks exceeding 100,000 brand partners across Asia, Europe, and the United States
- Cross-border operations specialist with deep understanding of governance frameworks and sustainable business structuring
- Extensive sector experience spanning Wellness & Health Sciences, Telecommunications, Blockchain, AI, and Stem Cell Phototherapy Technology
- Strategic advisor identifying emerging technologies and aligning innovation with long-term value creation
- Renowned mentor for senior leaders and high-performance teams, establishing robust operational frameworks for scale
- Oversees agent recruitment, training programs, leadership development, and cultural alignment across Bridgewater’s growing networ
John Huo
Capital Protection and Yield Optimization
- Founder of two respected business consultancies; successfully exited one within two years post-launch
- Licensed financial representative with Phillip Wealth Planners
- Served in senior leadership positions in the finance industry for the past seven years
- Deeply experienced in managing profitable equity investments and executing M&A deals
- Spearheaded the listing of a licensed fund manager on the LEAP Market of Bursa Malaysia
- Trained 6,000+ executives, including C-suites of publicly listed companies and Malaysian government-linked companies (GLC), on strategic planning, performance optimization, and data analytic
Chris Tan
Legal & Compliance Counsel
- Managing Partner of CHUR ASSOCIATES® (founded 2003), chambered legal practitioner since 2000
- Author of 10 published books covering law, property investment, estate planning, tax, and entrepreneurship
- Recognized expert in trust law, estate planning, and regulatory compliance for wealth structuring
- Awarded Prestige “Top 40 Under 40” for entrepreneurship; featured speaker on business law and estate planning
- Trilingual communicator (English, Chinese, Malay) with extensive media presence and thought leadership
- Ensures all Bridgewater trust deeds comply with Malaysian trust legislation and regulatory standards
LC Chow
Financial Audit & Accountability
- Reputable audit firm with proven track record
- Conducts annual financial audits ensuring transparency and accuracy
- Provides independent verification of fund management and investment deployment
Succession is not a single event - it is a process.
Effective succession planning is built on clarity, discipline, and long-term stewardship.