{"id":154,"date":"2025-07-11T16:13:54","date_gmt":"2025-07-11T09:13:54","guid":{"rendered":"https:\/\/www.thailawonline.com\/philbert-tan\/"},"modified":"2026-09-05T19:41:44","modified_gmt":"2026-09-05T12:41:44","slug":"philbert-tan","status":"publish","type":"page","link":"https:\/\/www.thailawonline.com\/fr\/philbert-tan\/","title":{"rendered":"Philbert Tan"},"content":{"rendered":"

Philbert Tan has nearly 20 years of experience in financial services. He is dedicated to helping clients achieve secure and successful futures. His expertise encompasses customized investment strategies, rigorous risk management, and strategic domaine<\/a> planning, helping individuals protect their wealth and achieve their financial aspirations.<\/p>\n\n\n\n

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

Qualifications professionnelles:<\/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
  • Diplomas in International Management\u00a0Management<\/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
    • Trust Planning: Creating strong trust structures to protect assets and support future generations according to clients\u2019 long-term goals.<\/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 (texte simplifi\u00e9) Je suis formatrice certifi\u00e9e. J'aide les familles \u00e0 prendre des d\u00e9cisions importantes concernant les soins de sant\u00e9 et les directives anticip\u00e9es. Cela inclut la gestion financi\u00e8re de la planification des soins. Ainsi, tous les plans sont conformes \u00e0 leurs valeurs et juridiquement valables.<\/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 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":"","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"},"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":5,"href":"https:\/\/www.thailawonline.com\/fr\/wp-json\/wp\/v2\/pages\/154\/revisions"}],"predecessor-version":[{"id":6952,"href":"https:\/\/www.thailawonline.com\/fr\/wp-json\/wp\/v2\/pages\/154\/revisions\/6952"}],"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}]}}