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Business & Wealth Succession | One Trusted Advisor, One-Stop Holistic Solutions for Continuity Beyond the Founder

Sofan Tan

REP No.: TJS100053727

Consultant (CEP, AEPP®, AWP)

BUSINESS & WEALTH SUCCESSION | ONE TRUSTED ADVISER, ONE-STOP HOLISTIC SOLUTIONS FOR CONTINUITY BEYOND THE FOUNDER

ONE TRUSTED ADVISORY RELATIONSHIP. ONE HOLISTIC PLAN. BROAD SOLUTION ACCESS.

Sofan Tan

Generational Wealth Architect™ |

Certified Estate Planner |

AEPP® | AWP | BBA |

20+ Years in Wealth Management |

Consultant, Financial Alliance Pte Ltd

For founders and high-net-worth families, privacy, time and coordination matter.

I provide holistic planning advisory across business succession, wealth succession, investments, protection, estate planning and intergenerational wealth transfer, guided by TWG™ OS.

Financial Alliance provides the one-stop solutions platform and implementation support.

Instead of seeking several disconnected advisers and providers, you work through one primary advisory relationship and one coordinated planning process.

This reduces fragmented advice, duplicated fact-finding, repeated KYC processes and unnecessary sharing of sensitive family and financial information.

Your business interests, family needs, personal wealth, protection arrangements and succession objectives stay connected to the same plan.

PREPARING THE ASSETS FOR THE NEXT GENERATION, AND THE NEXT GENERATION FOR THE ASSETS

Many founders have an investment plan, insurance policies, a will, trust arrangements or business agreements.

Yet these arrangements often operate separately.

Gaps emerge when ownership, leadership, family roles, estate liquidity and decision authority do not work together.

A succession plan identifies who takes over the business.

A wealth succession plan addresses how family wealth, responsibility and decision-making pass across generations.

An estate plan determines how assets transfer during incapacity or death.

Insurance provides protection and liquidity during critical events.

Investment planning supports capital preservation, growth and future income needs.

My role is to connect these areas through one holistic wealth plan.

WHO I HELP

I work with:

Founders preparing for retirement or leadership transition
Business owners whose personal wealth remains closely tied to their companies
Family principals planning an intergenerational wealth transfer
High-net-worth families seeking greater privacy and coordination
Families concerned about estate liquidity, family harmony and successor readiness
Next-generation family members preparing for stewardship responsibilities

WHAT I HELP YOU ADDRESS

BUSINESS SUCCESSION PLANNING

Clarify the future ownership, leadership and direction of your business.

The planning process addresses founder dependency, successor selection, leadership readiness, ownership transfer, funding requirements and contingency arrangements.

WEALTH SUCCESSION PLANNING

Coordinate the transfer of personal and family wealth with the transfer of responsibility.

This includes beneficiary priorities, liquidity needs, decision roles, family expectations and successor preparation.

HOLISTIC WEALTH PLANNING

Connect your investments, insurance, retirement needs, business interests, estate arrangements and legacy objectives.

Your plan reflects your financial position, family circumstances, liquidity needs, risk capacity, values and long-term priorities.

ESTATE AND LEGACY PLANNING

Review how your assets would be managed and distributed during incapacity or death.

Planning areas include wills, trusts, nominations, lasting powers of attorney, estate liquidity and beneficiary arrangements, supported by appropriate legal and professional specialists.

WEALTH PROTECTION AND INVESTMENT PLANNING

Align protection and investment decisions with your family responsibilities, business exposure and long-term objectives.

The focus stays on protecting capital, managing risk and supporting responsible wealth stewardship.

MY GOVERNANCE PERSPECTIVE

My advisory approach is guided by Total Wealth Governance™ and TWG™ OS.

TWG™ OS connects four forms of family capital:

FINANCIAL CAPITAL

Assets, structures and liquidity.

HUMAN CAPITAL

Capability, character and accountability.

SOCIAL CAPITAL

Trust, relationships and reputation.

DECISION CAPITAL™

The family’s structured capacity to make unified, values-aligned decisions across the Four Capitals and across generations.

This governance perspective aligns wealth structures with people, values and decision capability.

Governance directs.

Succession prepares.

Continuity preserves.

THE FINANCIAL ALLIANCE ADVANTAGE

I provide the holistic planning advisory.

Financial Alliance provides access to a comprehensive range of financial services, solutions and professional resources.

This one-stop approach supports coordinated planning across investments, insurance, estate planning and business succession.

You gain one central planning relationship instead of managing separate conversations without a common direction.

Planning begins with your purpose, priorities and risks. Solutions follow only after the overall strategy becomes clear.

WHAT YOU RECEIVE

CLARITY

A clear view of your priorities, planning gaps and next actions.

PRIVACY

Fewer disconnected conversations, reduced duplication and more controlled sharing of sensitive information.

COORDINATION

A connected approach across business succession, wealth succession, investments, insurance and estate planning.

PROTECTION

Planning for business disruption, incapacity, premature death, estate liquidity and financial risks.

CONTINUITY

A structured plan supporting the transfer of wealth, responsibility, values and decision capability across generations.

MY PROFESSIONAL FOUNDATION

I hold a Bachelor of Business Administration and professional qualifications as a Certified Estate Planner, Associate Estate Planning Practitioner and Associate Wealth Planner.

My work draws on more than 20 years of wealth-management and advisory experience.

As a Consultant with Financial Alliance Pte Ltd, I combine holistic planning advisory with access to the firm’s broad solutions platform and specialist resources.

MY PHILOSOPHY

Wealth is a tool, not a destination.

Purpose before products.

Clarity before complexity.

Prepare the family before transferring the wealth.

Govern your wealth. Guard your values. Grow your legacy.

START A PRIVATE CONVERSATION

If you are preparing for business succession, retirement or an intergenerational wealth transfer, a private strategy conversation will help identify whether your business, family and wealth plans work together.

Email: sofantan@fapl.sg

LinkedIn: www.linkedin.com/in/sofantan-cep