Mae Shen Tan

Tan Mae Shen founded Sailing Sherpa to journey with intergenerational families to clarify and articulate their purpose of wealth, organise and construct portfolios to achieve goals from growing, guarding to giving. Her expertise spans: strategic asset allocation, portfolio construction, asset location strategy, family office set up & governance, family governance, and next generation engagement. Mae Shen brings over 25 years of experience managing complex wealth for family offices. She was founding Head, CIO and Investment Committee member of Dalio Family Office (Singapore); family advisory board member & investment committee member (Middle Eastern family); CIO (Asian American family); family office and family governance specialist with Credit Suisse (Singapore, Hong Kong); and multi-asset portfolio manager and investments specialist with J.P. Morgan (Singapore, New York). Mae Shen currently serves on Investment Committees for HCA Hospice and Blue Abadi Fund, and as independent director for River Delta Global Frontier Fund. She also teaches the Wealth Management Institute Certificate in Philanthropy in Wealth and Legacy Planning. She graduated from The University of Texas at Austin with a Master in Professional Accounting, Bachelor of Business Administration, Business Honors Program, and Bachelor of Arts, Drama. Mae Shen is a CFA® and CAIA charter holder.

Tan Mae Shen 创立 Sailing Sherpa，致力于陪伴跨世代家族探索财富背后的使命，并通过战略资产配置与治理规划，实现财富增长、守护与传承。她拥有超过25年管理复杂家族财富的经验，曾任 Dalio Family Office（新加坡）创始负责人兼首席投资官（CIO），并曾任职于 Credit Suisse（瑞士信贷）及 J.P. Morgan（摩根大通），专注于家族办公室建设、投资策略、资产配置与家族治理。目前，她担任 HCA Hospice、Blue Abadi Fund 投资委员会成员，以及 River Delta Global Frontier Fund 独立董事，并教授财富慈善与传承规划相关课程。她同时持有 CFA® 与 CAIA 资格认证。