This course equips financial advisors with advanced skills and tools to guide clients through meaningful legacy planning. Participants will explore legal, financial, emotional, and intergenerational aspects of legacy advisory, supported by case studies. The programme integrates Singapore-specific regulatory and tax guidance, and enables participants to deliver advisory strategies that align with both wealth transfer and family values.
By the end of the workshop, participants will be able to:
• Understand the full spectrum of legacy planning tools (trusts, insurance, ILPs, philanthropic products)
• Identify and manage risks related to wealth transfer across generations• Navigate Singapore’s tax and legal landscape in legacy advisory
• Apply communication strategies for emotional and technical conversations
• Customise client solutions based on profiling, values, and succession goals
• Facilitate family collaboration and prepare heirs for responsible wealth management
• Address post-death execution planning and global estate considerations
Working adults seeking empowerment to take control of their financial well-being, Wealth Managers, Financial Advisers, Insurance Advisers, Estate Planners, Will-Writers, Bankers, Relationship Managers
Darren Tan is a Senior Estate & Succession Practitioner with more than 14 years of experience in the wealth management and estate planning industry. Armed with an MBA from Manchester Business School, he also holds the Chartered Financial Consultant (ChFC®), Associate Estate Planning Practitioner (AEPP®), and Trust & Estate Practitioner (TEP®) qualifications - placing himamong a niche group of practitioners in Singapore with expertise acrossfinancial, trust, and succession planning.
Since beginning his career in 2010, Darren has helped families and businessowners safeguard their legacies, protect assets, and create enduring peace of mind through customised estate and trust solutions. To date, he has drafted more than 150 wills and structured over USD 200 million in trust assets.
A sought-after speaker and trainer, Darren has conducted workshops for SMEs, MNCs, and financial institutions, where he dispels misconceptions aboutestate planning and equips audiences with practical strategies. He is also a mentor to more than 50 financial consultants, guiding them to elevate their advisory careers through deeper estate planning knowledge.
Darren's training style blends technical expertise with clear, relatable delivery. He believes estate planning is not just about documents, but about understanding personal stories and harmonising family relationships acrossgenerations. His guiding philosophy, "Plan, Prepare, Provide", underscores hismission: to help individuals and families preserve wealth and harmony forgenerations.
