OUR MISSION
Professional Education Built for Practice
Many training programmes focus heavily on theory but leave professionals unsure how to apply knowledge in real scenarios.
Mezzanine Institute focuses on practical frameworks, real industry insights, and practitioner-led training designed for working professionals.

OUR GOAL
To equip professionals with knowledge they can apply confidently in their careers.
OUR ESTATE PLANNING PROGRAMME
Advance Your Expertise at Every Level

FOUNDATIONAL
Principles of Estate Planning and Wealth Preservation
Learn the basics of your chosen path.
WHAT YOU'LL LEARN:​​
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Integrate estate planning with your existing skillset, offering a more holistic and robust value proposition.
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Apply your new skills to understand your clients' needs and build lasting trust.
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The expertise to solidify your position as a comprehensive financial authority.

Intermediate / Advanced
Applied Estate Planning Strategies and Practice
Gain practical hands-on experience in your chosen field.
WHAT YOU'LL LEARN:​​
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Key concepts and structures on wealth distribution and succession
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Empathetic approach to fully grasp your clients’ needs and plan their estates
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Ability to blend your estate planning expertise with your client’s unique circumstances

Practitioner
Certified Estate Planning Practitioner Programme
Gain specialisation in your chosen field and demonstrate your mastery through a mix of theory and practice.
WHAT YOU'LL LEARN:​​
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How to craft sound estate plans for every circumstance, no matter the complexity
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Advanced estate planning tools and the scenarios under which they are applicable
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The expertise to serve high-net-worth (HNW) individuals and families
Industry Practitioners
Training led by professionals actively working in advisory.
Practical Curriculum
Real cases and frameworks used in professional practice.
Structured Certification
Clear learning pathways designed for practitioners.
Professional Network
Access to a growing community of professionals and mentors.
OUR VALUES
Purpose-Built
Programmes for
Everyone
How Our Programmes Are Designed
Industry Practitioners
Courses are led by professionals actively working in their fields.
Practical Frameworks
Participants learn structured methodologies used in real practice.
Real-World Planning Scenarios
Programmes focus on scenarios professionals encounter in their careers.
Meet our Trainers

Shane Toh
Associate Director and Principal Estate Planner
Mezzanine Legacy

Glennis Yew
Managing Director
Eastern Mezzanine Law Corporation

Celeste Cordeiro
Associate Director
Eastern Mezzanine Law Corporation
WORK WITH US
How to Get Started with Mezzanine Institute

STEP 1
Connect With Us
Share your background and goals with our team. Whether you are an individual professional, advisor, or organisation, we will identify the right learning track for you.

STEP 2
Discover Pathways
Explore our specialised divisions in estate planning, professional transition, legal, AI, and innovation. Find the right entry points for your growth.

STEP 3
Gain New Skills
Attend hands-on workshops and certification courses delivered by seasoned industry practitioners. Learn, apply, and upskill through practical, real-world training.

STEP 4
Grow With Us
Through our methodical certification programmes, gain the expertise to enter your preferred industry and join Mezzanine's comprehensive network of professionals.
What Our Trainees Say
"There are many courses out there that teach estate planning, but ALEPP is one of the clearest I’ve come across. It breaks down the complexities of estate planning and makes the process simple and easy to understand for aspiring estate planners."
Randall
Credence, Junior
"The ALEPP programme is concise and informative for eatate planners who need help overcoming the inertia of starting and a good starting point for those looking to get into financial planning."
Rui Hon
Credence, Junior
"Shane is passionate and knowledgeable in this field. Answers queries confidently."
Gabriel Koh
AIA, AAG Group, Junior
"Excellent programme for anyone that is new to estate planning!"
Jason
Dir
"Shane and the team was able to concise years of experience into deliverables to our clients and their beneficiaries in a balanced manner. I feel more confident to approach my clients knowing that I would be supported by highly ethical professionals, who are beyond the business centric Estate Planners you may come across elsewhere."
Jeremy
Credence, Senior
"I like that class size is not huge. Encourages open discussion & conducive learning"
Lynette Tan
Credence, Manager
"The ALEPP course is a must for any professional serious about mastering the intricacies of estate planning. Mezzanine Legacy delivers elite training that translates directly into better outcomes for my clients and their families."
Lee Jun Da
Credence, Manager
WHAT WE'VE BEEN UP TO
Workshops, Events, and More

INVESTMENT TERMS
Get up to S$25,000 in early-stage capital
Directly funded by ME's balance sheet, efficiently deployed on flexible terms. Backed by legal, finance, and compliance support to help you scale.


July 2025 – Singapore
Estate Planning in Practice: Collaboration with SBI
Together with SBI, we hosted a workshop on integrating estate planning into client advisory services. Over 60 professionals attended.

INVESTMENT TERMS
Get up to S$25,000 in early-stage capital
Directly funded by ME's balance sheet, efficiently deployed on flexible terms. Backed by legal, finance, and compliance support to help you scale.


SERVICES
INDUSTRIAL
Estate Planning in Practice: Collaboration with SBI

INVESTMENT TERMS
Get up to S$25,000 in early-stage capital
Directly funded by ME's balance sheet, efficiently deployed on flexible terms. Backed by legal, finance, and compliance support to help you scale.


SERVICES
RESIDENTIAL
Estate Planning in Practice: Collaboration with SBI
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