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Danny Tan is a Business Development Manager at Timeless International Family Office, bringing over 13 years of experience in insurance and wealth planning. He specializes in private client advisory, offshore trust structuring, succession planning, and cross-border investments for affluent families and entrepreneurs.
Danny provides comprehensive services in family trust advisory, will planning, and charity and philanthropic planning—helping clients establish structures that enhance asset protection, optimize tax efficiency, and enable smooth intergenerational wealth and legacy transfers. He also manages personal investment portfolios and offers access to alternative investment opportunities, including Equity Crowdfunding (ECF) and Private Equity funds.
Prior to his current role, Danny held senior positions managing broad client portfolios, achieving strong client retention through tailored wealth strategies and regulatory-compliant counsel. He brings deep analytical insight, regional market knowledge, and a client-centric approach—enabling sustainable growth, meaningful impact, and lasting legacy preservation.