About Heidy
◇ Heidy ◇
The different voice your wealth circle actually needs —
an independent financial advisor who tells the hard truth, understands cross-border, and never sells you product.
Why Heidy?
There is something no one in Taiwan tells you: most of the "financial advisors" you meet are product salespeople. Their income comes from what you buy — not from whether your wealth is actually protected.
That is not your fault. No one ever designed this for you. After years in this industry, I have learned one thing: high-net-worth families rarely lack information. What they lack is a person who understands their situation, speaks plainly, and has the international perspective to see the whole picture.
In wealth management, the biggest risk is rarely market volatility. It is the structural gap you never realized was there.
What I Focus On
The work I do
◇ Succession Planning
Taiwan is facing its largest wealth transfer in history. Estate, trust and gifting structures — every choice affects your family. Your assets need a design that lets the next generation inherit without the family falling apart.
◇ Cross-Border Asset Planning
Japanese real estate, Singapore accounts, offshore structures. Diversification looks basic, but doing it right takes design. Multi-currency allocation, FX risk, and cross-border planning — so you can see the whole board.
◇ Wealth Protection
Closed-company structures, the succession role of insurance, asset protection through marriage and second-generation ventures. Have you considered how policy change affects your assets? Build the moat before the problem becomes public.
◇ Rebuilding Financial Thinking
Many high-net-worth families in Taiwan carry deeply ingrained assumptions about wealth. What you think you understand has often been designed for you. The financial logic of the wealthy is rarely what you would expect.
Where I Stand
What I don't do
- ✕ I don’t push specific insurance policies or funds
- ✕ I don’t take commissions from financial institutions
- ✕ I don’t hide behind regulatory jargon you can’t follow
- ✕ I won’t let you decide before you’re ready
Who I Work With
Who I'm for
- ◇ Business owners and professionals with NT$30M+ in investable assets
- ◇ Those planning a succession structure for their parents or themselves
- ◇ Those whose assets are growing, who want cross-border allocation but don’t know where to start
- ◇ Overseas Taiwanese facing cross-border tax and asset-structure questions
"The wealth question is never just about numbers.
It is people, family, and the meaning of a lifetime of work.
I'm Heidy — let's think it through together."
Book a Review
Tell me your situation
A free 15-minute online review. No pitch. Let's talk first, then decide whether to go further.
Book a free 15-minute review