A Will hands over what you have. A Legacy Plan protects who your family becomes.
Guiding Singaporean families and business owners to structure, align, and safeguard multi-generational wealth—with absolute clarity and zero fluff.
Book a Legacy Discovery CallWatch Video Insights →Led by Michael — Over a decade of practice structuring clear estate, CPF, and legacy roadmaps for families across Singapore.
Most people think legacy planning requires complex setups, but it really starts with simple, deliberate actions. Whether it's updating a nomination, setting up an LPA, or aligning your retirement goals, doing your part today gives your family complete peace of mind tomorrow.
"True wealth isn't about vanity—it's about optionality, protection, and giving the people you love choices for generations to come."
After a decade advising families in Singapore, I’ve learned that the biggest threat to family wealth isn't a lack of assets—it's fragmentation. A collection of unaligned Wills, CPF nominations, and insurance policies often leads to delay, tax friction, or family dispute. My mission is to help you connect these pieces into a unified, resilient legacy plan built for real life.
Michael Chan · Associate Director (Private Wealth), FA Representative representing Infinity Financial Advisory · RNF No.: CWH300326070
Read Michael’s Full Story & Philosophy →With over a decade of experience helping Singaporean families and business owners structure clear estate and legacy plans, Michael Chan — Financial Adviser Representative with Infinity Financial Advisory — takes a plain-language, no-jargon approach to legacy planning.
Wherever You Are, There's a Place to Begin
Choose the path that matches your life stage — each leads to guidance built for your situation.
Just Married / New Parents
Protect your growing family with the foundational documents every household needs.
Business Owners
Plan for continuity so your business and your family are both protected if the unexpected happens.
Retirees / Pre-Retirement
Turn your accumulated wealth into a lasting legacy for the people and causes you care about.
Clear Perspectives on Estate & Legacy Planning
Practical guides on Wills, LPAs, CPF nominations, and family legacy strategies in Singapore.
Explore All Insights →Short Videos on Legacy Planning
Bite-sized videos breaking down core Singapore estate tools, smart CPF strategies, and the real value of legacy planning.
Where Does Your Asset Eventually Go?
The Blind Spot in Estate & Insurance Planning
The Compass Playbook: Navigating Your Family's Legacy
A self-paced starter kit to help Singaporean families understand essential estate tools and reflect on what matters most.
Clear Explanations: Straightforward breakdowns of Wills, LPAs, and CPF nominations within the Singapore legal framework.
Thoughtful Questions: Guided prompts to help you define your beneficiaries and decide how your wealth should support them.
Practical Direction: A clear starting point to evaluate whether a standard distribution or a structured legacy plan fits your needs.
Real Stories from Singaporean Families
How thoughtful planning brought clarity, security, and peace of mind to the households I’ve served.
Every family's journey is unique. Client perspectives and case studies are routinely shared with permission to help guide your decisions.
Explore the Insights Library
Practical, plain-language guides on the tools that matter most for Singapore families.
Wills
What a valid Will actually covers in Singapore, and how the Intestate Succession Act decides things if you don't have one.
Read More →LPA (Lasting Power of Attorney)
Why a Will isn't enough while you're alive, and how an LPA protects your decisions if you're ever unable to make them yourself.
Read More →CPF & Retirement
CPF nominations, retirement sums, and how your CPF savings do (and don't) pass on according to your Will.
Read More →Join The Compass Email Community
Practical guidance on Wills, LPAs, and family wealth strategies—delivered to your inbox once a month.
Community Benefits:
First Access: Read new articles and guides before they go public.
Priority Invites: Reserved seats for our CPF, estate, and investment seminars.
Exclusive Insights: Special commentary and actionable strategies reserved for subscribers.
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