Full-service wealth advisory& estate planning
Ivan is a Singapore-based wealth advisor crafting premium financial strategies and solutions for ambitious families, business owners, and high-net-worth individuals seeking cross-border expertise.
IvanDel Rosario
I am a wealth advisor, financial planner, and trust specialist crafting comprehensive strategies and solutions that preserve and grow wealth across generations. My work combines precision, expertise, and a focus on what makes each client's financial journey unique.
With 15+ years of experience, I've worked with high-net-worth individuals, families, and enterprises, from emerging wealth to established dynasties.
Whether it's shaping a comprehensive financial plan or optimizing a single strategy, the goal is always the same: to create solutions that work and wealth that lasts.
I don't just manage wealth—I create meaningful financial legacies. Strategy, planning, and execution that resonate with your values, protect your assets, preserve wealth across generations, and ultimately, achieve lasting prosperity.
Services
Services
From initial consultation to ongoing wealth management, I provide comprehensive financial guidance through strategic planning and expert execution. Whether you need holistic wealth management or specialized advisory services, I am here for your complete financial journey.
Planning
- Wealth Strategy
- Investment Planning
- Retirement Planning
- Education Funding
- Charitable Giving
- Business Succession
Advisory
- Trust Structures
- Estate Planning
- Tax Optimization
- Asset Protection
- Risk Management
- Insurance Planning
- Cross-Border Planning
- Family Governance
- Legacy Planning
- Compliance Advisory
Testimonials
Testimonials
Ivan's holistic approach to wealth management transformed how I think about my financial future. His unique combination of finance, law, and tax expertise gave me confidence in every recommendation. The personalized attention and strategic planning exceeded all expectations.
Selected work
Get in touch
Schedule a Consultation
Book a confidential 30-minute consultation to discuss your wealth management needs.
Privacy Statement: Your privacy is paramount. All consultations are confidential, and your information is protected in accordance with Singapore's Personal Data Protection Act (PDPA) and international data privacy standards.