INTERGENERATIONAL WEALTH ARCHITECTURE

The Summary True legacy is not just about what you leave behind, but how it is received. This is our highest level of advisory, designed for the sophisticated design of intergenerational continuity.

We move beyond simple asset transfer to establish family governance and preservation structures that withstand the test of time and market cycles.

Who It Is For: Designed for Family Patriarchs, Matriarchs, and Business Owners managing complex, multi-layered estates.

• For Filipino-Chinese families seeking to navigate the delicate balance of tradition, fairness, and modern asset management.

• For those who fear "wealth erosion" in the third generation.

• For families who wish to pass down values and competency, not just currency.

The Outcome: A Multi-Generational Constitution. We architect a strategy that protects wealth from dilution and prepares the next generation to receive it responsibly. The result is a unified vision—ensuring that your hard-earned success empowers your heirs rather than dividing them.

Structure. Succession. Continuity.