谭先生现任富饶家族办公室高级副总裁。自2008年进入财富管理行业以来，他拥有超过10年的财富管理经验，并协助众多香港和内地家庭进行海外资产配置和家族信托安排。他坚信，全面的家族财富计划不仅可以促进客户的财富增长，还能使财富继承到下一代。
谭先生毕业于加拿大英属哥伦比亚大学，并持有由全球金融与管理学院 GAFM 颁发国际认可的全球财富管理师 (CWM) 证书。
在早年职业生涯中，他还曾在北美工作，深入了解美国和加拿大的税务、投资和信托安排。通过不同地区的法律和税收优惠，谭先生成功为许多家庭安排了孩子的海外教育、移民前税收安排和海外资产配置，实现了更好的财富管理安排。
Mr. Joe Tam is currently the Senior Vice President of WealthAxis Private Family Office. Since joining the wealth management industry in 2008, he has more than 10 years of wealth management experience and has assisted many Hong Kong and Mainland families with overseas asset allocation and family trust arrangements. He firmly believes that a comprehensive family wealth plan not only accelerates a client's wealth but also enables the wealth to be passed on to generations.
Mr. Tam graduated from the University of British Columbia (UBC) in Canada. Now he holds an internationally recognized Chartered Wealth Manager (CWM) certificate issued by the GAFM Global Academy of Finance and Management. Have a comprehensive understanding of wealth management and various investment vehicles.
In his early career, he also worked in North America, where he gained a thorough understanding of taxation, investment, and trust arrangements in the United States and Canada.In the past, many families have successfully arranged their children's overseas education, pre-migration tax arrangements, and overseas asset allocation through the laws and tax advantages of different regions, so as to achieve better wealth management arrangements.
Mr. Tam travels a lot to visit families and corporations in Hong Kong, Mainland China, Macau, Taiwan, and South Asia so as to gain a deeper understanding of family and corporate issues. With his rich personal experience, professional knowledge, and excellent team.
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