We are committed to delivering :
- A holistic wealth plan
- Decades-long partnership
- Professional guidance
- Sustainable legacy for future generations
Our Approach
To provide high- and ultra-high-net-worth families with a systematic family planning service that offers “clear goals, controllable pathways, and measurable strategies.” This is the foundational module for entering the family office service ecosystem. Using a five-step model — Goal → Cost → Priority → Path → Review — we deliver long-term wealth plans that are quantifiable, actionable, and trackable.
Key Benefits
Quantifiable wealth goals
Actionable asset pathways
An adjustable review system
A manageable risk structure
Scope of Services
Family vision and long-term goals
Through interviews, we identify the family’s core values, analyze its current stage, and map out long-term goals for the next 10–20 years.The following two key reports will be delivered:
- Family Vision Statement
- Future Goals Map
Family goals quantification
We quantify family goals by defining the target amount, time horizon, probability of achievement, and acceptable variance—turning vague family aspirations into measurable and trackable future pathways.The following reports will be delivered:
- Family Goal Funding Calculation Report
- Budget and resource gap chart
Priority setting and resource allocation pathway
Prioritize the family’s goals and plan the order of resource allocation accordingly. The following report will be delivered:
- Family Goal Priority Matrix and the Resource Allocation Plan
Annual review and monitoring
Track progress toward goals, assess tax and CRS risks, and suggest ways to optimize assets and structures. The following reports will be delivered:
- Family Annual Review Report
- Risk Red-Line Alert Card
Consulting Process
Initial consultation & needs confirmation (Day 1)
Client data collection (Day 1–7)
Family interviews & goal mapping (Day 7–14)
Funding quantification & model analysis (Day 14–21)
Priority setting & pathway design (Day 21–28)
Report delivery & strategy explanation (Day 28)
Annual tracking & review (every 12 months)
Related Services
FGP serves as the gateway to a family office system, and high-net-worth families frequently pair it with the following services: