Heidy seated at a table, looking toward a window

Heidy · Independent Financial Advisor

Succession planning.
Cross-border wealth.

I help review property, business interests, insurance and overseas accounts, and clarify how they are held and passed on.

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Online

Send a request. I’ll contact you to arrange a time.

Succession / Cross-border planning

Explore the questions

LIFE, IN FOCUS

Where would you
like to start?

Passing on assets, living across borders, or funding everyday needs. Explore the question that is relevant to you.

HOW I THINK

A home for the children.
Start with the timing.

Consider a home owned by the parents. Two possible timings bring different questions into focus.

The parents’ needs today

Transfer during life

Will the parents continue living here?

Discuss their living arrangements and who will pay for repairs after ownership changes.

Is the home part of their retirement funding?

If they may need rental income or sale proceeds, include that need when considering a transfer.

Preparing for a future handover

Inheritance later

Will the home meet their needs as they age?

Consider whether they plan to stay, move elsewhere or need a different care arrangement.

How would the children take over?

Discuss their willingness to inherit and manage the home, and review existing wills and property records.

How I can help

I help organize property ownership records, the parents’ sources of living expenses and documents that need review, then identify where further professional advice is needed.

How we would begin

THE WEALTH JOURNAL

Read before
you decide.

126 articles · Chinese
Holding an old photograph of a family gathering
Succession01

Where does succession planning begin?

Start with care and responsibilities, then consider the tools.

Read in Chinese
Passports and travel documents for life across borders
Cross-border wealth02

Money overseas. What needs checking?

Understand account information exchange and reporting responsibilities.

Read in Chinese
People reviewing documents around a table
Family wealth03

Could your family find the records?

Organize property, insurance and account documents so they can be found.

Read in Chinese
Questions about the first conversation?Read the FAQ

GET IN TOUCH

Discuss a planning question.

A free 15-minute online introduction to discuss your needs and the scope of my work.

Request a call

After you send your request, I will contact you within three business days to arrange a time.