Signature Advisory Programs
Your wealth tells a story—make sure it’s one your family will be proud of.
Each service helps you protect what matters most and prepare for what comes next.
Choose your direction, and let’s build your legacy together.
Financial Planning for Professionals
Summary
Personalized, data-driven financial planning tailored for executives, managers, OFWs, doctors, lawyers, and high-performing professionals who want clarity, structure, and long-term growth.
Who It’s For
Individuals with stable income who want to optimize cash flow, reduce financial stress, and build wealth with a strategic roadmap.
Outcome
A clear, actionable financial plan covering savings, investments, insurance, debt management, retirement, and lifestyle goals.
Estate Planning for Filipino Families
Summary
Comprehensive estate strategies designed to protect family assets, avoid probate complications, minimize estate taxes, and ensure smooth inheritance distribution.
Who It’s For
Parents, breadwinners, OFWs, property owners, and families with growing estates who want peace of mind and legal clarity.
Outcome
A structured estate plan—including wills, living trusts, beneficiary designations, and asset protection tools—that guarantees your family receives your legacy with minimal conflict.
Legacy & Wealth Transfer Consulting
Summary
High-level legacy design for families aiming to preserve wealth across multiple generations using proven wealth transfer frameworks.
Who It’s For
Filipino and Filipino-Chinese families, business owners, and individuals who want to pass down assets, values, and wealth efficiently.
Outcome
A long-term strategy that protects your wealth from erosion, aligns your heirs, and safeguards your financial legacy for decades.
Corporate Financial Wellness Programs
Summary
Customized workshops and training programs that help employees improve financial literacy, reduce stress, and increase productivity.
Who It’s For
Companies, HR departments, government agencies, schools, and organizations are looking to empower their teams through financial education.
Outcome
A financially healthier workforce equipped with skills to manage debt, save effectively, and make informed financial decisions—leading to better performance and morale.
Family Business Succession Planning
Summary
Strategic guidance to help family businesses transition leadership smoothly, avoid conflicts, and preserve wealth for the next generation.
Who It’s For
Family-owned businesses, Filipino and Fil-Chinese enterprises, and founders preparing to hand over control.
Outcome
A clear succession roadmap ensuring continuity, governance, and alignment between family members and future leaders.
VIP 1-on-1 Advisory (Premium Service)
Summary
Exclusive, high-touch financial advisory for clients who need ongoing personalized guidance, deeper wealth planning, and private access to premium insights.
Who It’s For
High-income earners, entrepreneurs, executives, expatriates, and clients managing complex portfolios.
Outcome
A fully customized advisory relationship focused on wealth growth, asset protection, strategic planning, and life-changing financial clarity
Frequently asked questions
1. Do you work with multi-generational families?
Yes. Much of my work involves helping multi-generational Filipino and Filipino-Chinese families navigate succession planning, governance, wealth transfer, and family dynamics. I help families build structures that protect harmony, minimize conflict, and preserve legacy across generations.
2. Do you provide confidentiality or discretion agreements?
Absolutely. Discretion is a cornerstone of my practice; for clients who require privacy, NDAs and confidentiality agreements can be executed before any discussion. Sensitive financial, family, or business matters are handled with strict confidentiality and professional discretion.
3. Do you handle complex estates or business structures?
Yes. I regularly assist clients with layered financial situations—multiple businesses, multi-jurisdiction assets, trusts, partnerships, and blended families. My role is to simplify complexity, clarify strategy, and ensure your estate and investment structure support your long-term goals.
4. Do you collaborate with lawyers, CPAs, or advisors?
Yes. Many clients come with existing advisors, and I work alongside them—lawyers, CPAs, trust officers, private bankers, and real-estate professionals—to create an aligned, well-coordinated plan. If you don’t have a team yet, I can also connect you with vetted professionals.
5. What type of clients do you specialize in serving?
I work with senior professionals, business owners, affluent Filipino families, and individuals preparing for significant life transitions—such as inheritance planning, business succession, or major portfolio restructuring. My approach is personalized, strategic, and rooted in long-term wealth preservation.
6. How do clients begin working with you?
The first step is a private clarity session. This conversation allows us to review your goals, concerns, and financial landscape. If there is a strong fit, we outline your advisory path—focused on clarity, discretion, and results tailored to your profile.
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