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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.

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OUR GOAL

To equip professionals with knowledge they can apply confidently in their careers.

OUR ESTATE PLANNING PROGRAMME

Advance Your Expertise at Every Level

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FOUNDATIONAL

Principles of Estate Planning and Wealth Preservation

Learn the basics of your chosen path.

WHAT YOU'LL LEARN:​​

  • Integrate estate planning with your existing skillset, offering a more holistic and robust value proposition.

  • Apply your new skills to understand your clients' needs and build lasting trust.

  • The expertise to solidify your position as a comprehensive financial authority.

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Intermediate / Advanced

Applied Estate Planning Strategies and Practice

Gain practical hands-on experience in your chosen field.

WHAT YOU'LL LEARN:​​

  • Key concepts and structures on wealth distribution and succession

  • Empathetic approach to fully grasp your clients’ needs and plan their estates

  • Ability to blend your estate planning expertise with your client’s unique circumstances

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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:​​

  • How to craft sound estate plans for every circumstance, no matter the complexity

  • Advanced estate planning tools and the scenarios under which they are applicable

  • 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

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Shane Toh

Associate Director and Principal Estate Planner

Mezzanine Legacy

Shane Toh is Mezzanine Legacy’s Associate Director and Principal Estate Planner. From simple family estates to complex cases involving businesses, trusts, and cross-border assets, Shane brings extensive real-world experience to the table. He also designed WISH (Will Integration Strategy Hub), Mezzanine Legacy’s proprietary platform that structures the entire life cycle from client discovery to Will onboarding.

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Glennis Yew

Managing Director

Eastern Mezzanine Law Corporation

Glennis Yew is Eastern Mezzanine Law Corporation’s Managing Director. She combines litigation-trained rigour with experience in corporate structuring and private wealth matters. Her work focuses on structuring legally robust solutions that safeguard assets, manage risk, and support long-term estate and succession outcomes. Glennis approaches estate planning with an emphasis on legal soundness and practical applicablity.

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Celeste Cordeiro

Associate Director

Eastern Mezzanine Law Corporation

Celeste is an Associate Director at Eastern Mezzanine Law Corporation, where she advises on regulatory and compliance matters in estate, wealth, and financial planning. Drawing on her background in family law litigation, she brings a keen understanding of complex family dynamics to her estate planning practice. This perspective allows her to deliver strategic, legally robust, and practical estate and succession solutions tailored to Singapore’s evolving regulatory landscape.

WORK WITH US

How to Get Started with Mezzanine Institute

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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.

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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.

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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.

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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.

Join Our Trainer Network

Collaborate with Mezzanine Institute to design and deliver programmes for professionals.

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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

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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.

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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.

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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.

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SERVICES

INDUSTRIAL

Estate Planning in Practice: Collaboration with SBI

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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.

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SERVICES

RESIDENTIAL

Estate Planning in Practice: Collaboration with SBI

Develop specialised expertise through practitioner led programmes.

Advance Your Professional Practice

© 2025 Mezzanine Institute Pte Ltd.

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