{"id":154,"date":"2025-07-11T16:13:54","date_gmt":"2025-07-11T09:13:54","guid":{"rendered":"https:\/\/www.thailawonline.com\/philbert-tan\/"},"modified":"2026-10-21T16:37:34","modified_gmt":"2026-10-21T09:37:34","slug":"philbert-tan","status":"publish","type":"page","link":"https:\/\/www.thailawonline.com\/fr\/philbert-tan\/","title":{"rendered":"Philbert Tan"},"content":{"rendered":"

Philbert Tan poss\u00e8de pr\u00e8s de 20 ans d\u2019exp\u00e9rience dans les services financiers. Il s\u2019engage \u00e0 aider ses clients \u00e0 b\u00e2tir un avenir s\u00fbr et prosp\u00e8re. Ses comp\u00e9tences comprennent des strat\u00e9gies d\u2019investissement personnalis\u00e9es, une gestion rigoureuse des risques et une planification strat\u00e9gique de la succession<\/a> planification, en aidant les personnes \u00e0 prot\u00e9ger leur patrimoine et \u00e0 r\u00e9aliser leurs aspirations financi\u00e8res.<\/p>\n\n\n\n

\n
\"Phibert<\/figure>\n<\/div>\n\n\n\n

Qualifications professionnelles\u00a0:<\/strong><\/p>\n\n\n\n

    \n
  • Gestionnaire de patrimoine agr\u00e9\u00e9 (CWM)<\/li>\n\n
  • Planificateur de fiducies et de successions (TEP)<\/li>\n\n
  • Planificateur financier agr\u00e9\u00e9\u2122 (CFP\u00ae)<\/li>\n\n
  • Technicien financier certifi\u00e9 (CFTe)<\/li>\n\n
  • Institut bancaire et financier (IBF) de Singapour - Niveau avanc\u00e9 3 en planification financi\u00e8re personnelle<\/li>\n\n
  • Instructeur en planification pr\u00e9alable des soins First Steps\u00ae<\/li>\n\n
  • Certificat avanc\u00e9 en apprentissage et performance (ACLP)<\/li>\n\n
  • Dipl\u00f4mes en Management international<\/li>\n\n
  • Dipl\u00f4me en conseil en investissement<\/li>\n<\/ul>\n\n\n\n

    Sp\u00e9cialit\u00e9s :<\/strong><\/strong><\/p>\n\n\n\n

      \n
    • Gestion de patrimoine\u00a0: Nous cr\u00e9ons des solutions d\u2019investissement personnalis\u00e9es. Notre objectif est de maximiser les rendements et de r\u00e9duire les risques. Chaque solution est adapt\u00e9e \u00e0 la situation financi\u00e8re unique de chaque client.<\/strong><\/li>\n\n
    • Planification successorale\u00a0: \u00c9laboration de plans clairs pour g\u00e9rer et r\u00e9partir les actifs selon les souhaits des clients. Cela permet de r\u00e9duire les probl\u00e8mes fiscaux.<\/strong><\/li>\n\n
    • Planification de trusts\u00a0: Cr\u00e9ation de structures de trust solides pour prot\u00e9ger les actifs et soutenir les g\u00e9n\u00e9rations futures conform\u00e9ment aux objectifs \u00e0 long terme des clients.<\/strong><\/li>\n\n
    • Planification de la rel\u00e8ve\u00a0: Nous aidons les dirigeants de PME \u00e0 pr\u00e9parer une transition en douceur. Ainsi, leurs activit\u00e9s se poursuivent sans interruption.<\/strong><\/li>\n\n
    • Planification anticip\u00e9e des soins : je suis un instructeur certifi\u00e9. J\u2019aide les familles \u00e0 prendre des d\u00e9cisions importantes concernant les soins de sant\u00e9 et les souhaits de fin de vie. Cela inclut la gestion de l\u2019aspect financier de la planification des soins. Cela garantit que tous les plans correspondent \u00e0 leurs valeurs et sont juridiquement reconnus.<\/strong><\/li>\n<\/ul>\n\n\n\n

      Adh\u00e9sions professionnelles\u00a0:<\/strong><\/p>\n\n\n\n

        \n
      • Membre \u00e0 part enti\u00e8re de la Society of Trust and Estate Practitioners (STEP)<\/li>\n\n
      • Membre agr\u00e9\u00e9 du Chartered Institute for Securities and Investment (CISI)<\/li>\n<\/ul>\n\n\n\n

        Philbert est un citoyen singapourien et notre principale ressource en mati\u00e8re de planification successorale li\u00e9e \u00e0 Singapour.<\/p>","protected":false},"excerpt":{"rendered":"

        Philbert Tan has nearly 20 years of experience in financial services. He is dedicated to helping clients achieve secure and […]<\/p>\n","protected":false},"author":0,"featured_media":546,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"pmpro_default_level":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":"","tlo_reviewed_on":"","tlo_reviewed_by":"","tlo_edited_by":"","tlo_changelog":"","tlo_authority_on":"","tlo_box_sections":"","tlo_box_cases":"","rank_math_focus_keyword":"philbert tan","rank_math_title":"","rank_math_description":"Philbert Tan brings nearly 20 years in financial services to ThaiLawOnline clients, covering investment strategy, risk management and estate planning.","rank_math_breadcrumb_title":"Philbert Tan","rank_math_canonical_url":""},"class_list":["post-154","page","type-page","status-publish","has-post-thumbnail","hentry","pmpro-has-access"],"_links":{"self":[{"href":"https:\/\/www.thailawonline.com\/fr\/wp-json\/wp\/v2\/pages\/154","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.thailawonline.com\/fr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.thailawonline.com\/fr\/wp-json\/wp\/v2\/types\/page"}],"replies":[{"embeddable":true,"href":"https:\/\/www.thailawonline.com\/fr\/wp-json\/wp\/v2\/comments?post=154"}],"version-history":[{"count":6,"href":"https:\/\/www.thailawonline.com\/fr\/wp-json\/wp\/v2\/pages\/154\/revisions"}],"predecessor-version":[{"id":10601,"href":"https:\/\/www.thailawonline.com\/fr\/wp-json\/wp\/v2\/pages\/154\/revisions\/10601"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.thailawonline.com\/fr\/wp-json\/wp\/v2\/media\/546"}],"wp:attachment":[{"href":"https:\/\/www.thailawonline.com\/fr\/wp-json\/wp\/v2\/media?parent=154"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}