I&M SUCCESSION ADVISORY PLT
Awards and Recognition:
2026
Company details
CEO/Director’s Name
Marvin Chong
Inderjit Singh
Designation
Co-Founders & Directors
Company Address
Suite 852, Level 8,
Tower 8, Avenue 5,
The Horizon Phase 2 Bangsar South,
No. 8, Jalan Kerinchi,
59200 Kuala Lumpur, Malaysia
Suite 852, Level 8, Tower 8, Avenue 5,The Horizon Phase 2 Bangsar South,
No. 8, Jalan Kerinchi, 59200 Kuala Lumpur, Malaysia
Website
I&M Succession Advisory is a specialist legacy planning advisory and professional training firm that helps individuals, families, business owners and financial professionals navigate wealth preservation, succession and intergenerational wealth transfer. Its philosophy is that building wealth is only one part of the journey; preserving it and transferring it successfully to future generations are equally important.
I&M has established a strong presence within Malaysia’s financial services industry, collaborating with more than 13 financial institutions to deliver specialised training, advisory frameworks and client engagement programmes. Its expertise spans legacy planning, estate liquidity, business succession, trust planning and insurance-based funding strategies.
The firm differentiates itself by positioning insurance not simply as a protection product, but as a strategic financial tool within broader wealth and succession planning. Its proprietary Legacy Trio framework gives financial professionals a structured methodology to uncover client concerns, identify legacy gaps, demonstrate the potential consequences and develop appropriate funding solutions.
Through proprietary frameworks, practical sales methodologies and technology-enabled learning, I&M translates complex legacy-planning concepts into practical conversations that financial professionals can apply directly with clients.
I&M’s growth strategy focuses on deepening strategic partnerships with insurers, banks, trustees, financial advisory firms and professional organisations, while developing scalable intellectual property, training systems and proprietary educational content.
The firm also welcomes collaboration with banks, insurers, trustees, family offices, wealth-management organisations and professional networks to broaden the reach and application of its expertise.
Over the long term, I&M aims to establish itself as a recognised regional authority in legacy and succession planning education and advisory, with selective expansion across Asia.
Its approach represents a shift from product-led financial services towards problem solving, equipping professionals to address the broader financial, family and succession considerations faced by their clients.
The firm measures its impact not only through business growth, but also through the professionals it empowers and the families it helps prepare for the future. As a significant transfer of wealth takes place across generations, I&M is committed to helping Malaysians protect what they have built, prepare the next generation and ensure that wealth continues to serve their families for generations to come.
I&M has established a strong presence within Malaysia’s financial services industry, collaborating with more than 13 financial institutions to deliver specialised training, advisory frameworks and client engagement programmes. Its expertise spans legacy planning, estate liquidity, business succession, trust planning and insurance-based funding strategies.
The firm differentiates itself by positioning insurance not simply as a protection product, but as a strategic financial tool within broader wealth and succession planning. Its proprietary Legacy Trio framework gives financial professionals a structured methodology to uncover client concerns, identify legacy gaps, demonstrate the potential consequences and develop appropriate funding solutions.
Through proprietary frameworks, practical sales methodologies and technology-enabled learning, I&M translates complex legacy-planning concepts into practical conversations that financial professionals can apply directly with clients.
I&M’s growth strategy focuses on deepening strategic partnerships with insurers, banks, trustees, financial advisory firms and professional organisations, while developing scalable intellectual property, training systems and proprietary educational content.
The firm also welcomes collaboration with banks, insurers, trustees, family offices, wealth-management organisations and professional networks to broaden the reach and application of its expertise.
Over the long term, I&M aims to establish itself as a recognised regional authority in legacy and succession planning education and advisory, with selective expansion across Asia.
Its approach represents a shift from product-led financial services towards problem solving, equipping professionals to address the broader financial, family and succession considerations faced by their clients.
The firm measures its impact not only through business growth, but also through the professionals it empowers and the families it helps prepare for the future. As a significant transfer of wealth takes place across generations, I&M is committed to helping Malaysians protect what they have built, prepare the next generation and ensure that wealth continues to serve their families for generations to come.