COMMON QUESTIONS
A few practical answers about planning, fees and your first conversation.
I help review how property, business interests, insurance and overseas accounts are held. We can discuss succession arrangements, assets across borders and access to funds, then identify the questions that need further work.
I mainly work with business owners and professionals with NT$30 million or more in investable assets. If you are reviewing arrangements for your parents or exploring cross-border planning, you can also request an introduction to discuss whether my services fit your needs.
Yes, the introductory conversation is online. Please include your location, time zone and preferred language in the form notes, along with the countries where your assets are held. This helps clarify the scope of the conversation.
The form asks for contact details, an approximate investable asset range, planning topics and a convenient contact time. Detailed balances and document copies are not needed for the introduction. You can begin with one question you would like to clarify.
The form sends a request; the call time still needs to be agreed. I will contact you within three business days to arrange it. Contact times on the form use Taiwan time (UTC+8). If those times do not work for you, add your time zone and availability in the notes.
The first 15-minute online introduction is free and covers your needs and the scope of my work. If we decide to continue, we agree on the work and fees before further services begin.
I do not promote specific insurance policies or funds, or receive commissions from financial institutions. When we discuss existing policies or investments, the focus is their role in your overall assets and succession arrangements.
GET IN TOUCH
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.