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 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
Legacy
Expert insights on wealth and money psychology.
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