MEET HEIDY
A closer look
at your arrangements.
I’m Heidy, an independent financial advisor.
The home is intended for the children. Should ownership transfer during the parents’ lifetime, or through inheritance later?
If assets are overseas, how will family members access them?
These are the practical questions I explore. I review family needs alongside assets, documents and existing arrangements to identify what still needs attention.
How we would begin
WORKING TOGETHER
Start with a question.
Review the connections.
You do not need a complete plan before getting in touch. We can identify the starting point and the details that need checking.
- 01
Discuss the question on your mind
It may involve care for your parents, plans for your children, a business succession, or a move abroad.
- 02
Review the people, assets and documents
Who owns the assets? Who can make decisions? When might money be needed? Separate confirmed arrangements from open questions.
- 03
Agree on what to address next
Identify missing information and any questions that need input from legal, tax or other relevant professionals.
AREAS OF FOCUS
The work I do
Succession planning
Review property, business interests, insurance and records, including who will take over and who needs support.
Cross-border wealth
Consider residence, accounts, tax status and family plans together to identify questions that need checking.
Asset protection
Review ownership, authority and documents in the context of marriage, business activities and family responsibilities.
Understanding the options
Explain the purpose, limits and costs of an arrangement in plain language, so decisions can be informed.
MY COMMITMENT
How I work
- I do not promote specific insurance policies or funds.
- I do not receive commissions from financial institutions.
- I explain complex issues in plain language.
- I help you understand the options before deciding.
WHO I WORK WITH
Who I work with
- Business owners and professionals with NT$30 million or more in investable assets.
- People reviewing succession plans for themselves or their parents.
- Families considering how to arrange assets across borders.
- People living abroad with cross-border tax and asset-planning questions.
LET’S START WITH YOU
Tell me about your situation.
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.