Our Company
ABOUT US
Premier Trust Services for Your Financial Legacy
Xinda Advisory, a leading agency representing multiple esteemed trust providers, specializes in delivering a comprehensive range of trust solutions. Our commitment to excellence is reflected in a curated selection of top-tier trust products sourced from reputable and trustworthy trustee companies.
Our dedicated team of trust consultants at Xinda Advisory brings a wealth of knowledge and experience to empower you in securing your financial legacies. We prioritize transparency, integrity, and client-centricity in delivering exceptional trust services.
Empower yourself to achieve your wealth management goals with confidence. At Xinda Advisory, we are dedicated to providing trust services that ensure your legacy is in capable hands.
Our Vision
Xinda Advisory envisions a future where every client experiences a positive and lasting impact on their financial well-being and legacy. Our focus on personalized financial solutions aims to empower clients, making their journey towards financial security and prosperity meaningful and effective.
Our Mission
At the core of our mission is to guide individuals and families through the complexities of estate planning. We are committed to preserving and responsibly managing assets for current and future generations. By staying ahead in industry standards, providing tailored solutions, and building enduring client relationships, we strive to be the trusted partner in realizing our clients’ financial goals.
Meet Our Agent
James Tan
A visionary leader with extensive experience in the trust industry, steering Xinda Consultant towards new heights.
Charlotte Chong
A seasoned professional with a accounting degree and management expertise, optimizing operations for efficiency and excellence.
Why Choose Us?
Personalized Trust Solutions
At Xinda Advisory, we tailor trust solutions to fit you perfectly. Think of it like a bespoke suit for your financial needs, crafted to preserve assets, ensure seamless wealth transfer, and protect legacies.
Investment-Free Zone
As your strategic partner, we promise precision, steering clear of market uncertainties. Our in-house solutions, nestled in an Investment-Free Zone, are designed to protect your wealth with a personalized touch.
Estate Mastery in Every Detail
Experience expertise in estate matters at Xinda Advisory. Our skilled team handles legal intricacies and tax strategies, turning your financial aspirations into reality through transparent estate planning.
Holistic Estate Planning
Ensure a holistic legacy at Xinda Advisory. Beyond trust administration, our trustee partner provides comprehensive estate planning guidance, preserving your legacy for future generations with professionalism and care.
Forge a Fulfilling Career with Us
Explore a rewarding career as a trust consultant, where you can make a meaningful impact on lives. Join our team, shape your future, and help others secure theirs.