Trust & Legacy Advisory Singapore
Live a Great Life; Leave a Greater Legacy
Ever attended an estate planning talk where you struggled to stay awake?
Never with Daniel!
Dubbed "Singapore's Funniest Estate Planner", he makes dry topics come alive with humour.
You learn more when you laugh!
Engage Daniel to speak at your club, association, company, event, etc.
Keen on a career in financial services?
Looking to engage a financial and/or estate planner?
Wealth Doesn't Survive 3 Generations
Personal & Family Legacy
‘Only 5% of wealthy families descendants get to inherit and 10% gets passed down to grandchildren’ – Forbes’ Report 2014
How to increase the chances of it happening?
What are the tools available and how to use them?
Why shouldn’t I distribute my business equally among my children?
How can I ensure the longevity of my business in the hands of my descendants?
What happens if my business partner passes away?
How can I retain shareholding and compensate my partner’s family?
How can I transfer my business to a key employee?
Advanced Legacy Concepts
(a.k.a. Secrets of the Ultra-Wealthy)
Maximise Your Retirement
Legacy in Perpetuity
Singapore's Funniest Estate Planning Speaker - Daniel Tan
•Masters in Business Administration, MBA
•Certified Financial Planner, CFP®
•Institute of Banking & Finance Advanced, IBFA
•Associate Estate Planning Practitioner, AEPP®
Daniel embodies experiences and qualities rarely found together:
A licensed adviser since 1997
Relevant academic and professional education
Founded, managed and sold a successful travel company
Set up his charitable trust
Legacy Team Members
Kenneth is our resident trust and estate expert. He is licensed to facilitate Wills and Trusts.
Kenneth De Souza
ASEP® (Associate Specialist in Estate Planning)
AFP® (Associate Financial Planner)
Li Ying has over a decade of experience advising families and business on protection and preservation.
Tan Li Ying
AFC® (Associate Financial Consultant)
AEPP® (Associate Estate Planning Practitioner)
Get in touch with us if you are:
In charge of arranging events for your organisation
Keen to explore a career in financial services
Looking to engage a financial and or estate planner
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