GraceFO
Succession Strategy Blueprint

For most families, the problem
isn't the lack of arrangements.

It's that the arrangements haven't been placed in the same order of priority. If you've already seen through the NT$9,800 advisor council report what needs to happen first — this is the next step. Not more information. A path you can actually walk.

NT$9,800 · Advisor Council

Helps you see clearly
what needs to be addressed first

NT$18,000 · Strategy Blueprint

Turns it into
a path you can actually start walking

Not adding more arrangements — just getting the sequence right first.

At this stage, acting directly usually leads to three outcomes:

01
Each arrangement makes sense — they conflict with each other
Trust, insurance, corporate structure — each looks right alone, but they pull against each other combined.
02
Wrong order — have to redo later
Gifted property first, then realized equity should have come first. The gift tax doesn't come back.
03
Family members not aligned — hard to move forward
Parents intend, children don't know. Every family meeting gets stuck at the same place.

At this stage, we do three things:

  • Put business, wealth, and values on a single map — see how they influence each other
  • Lay out a walkable sequence — what first, what next, why
  • Identify the critical points that need to be considered together
When to begin

This stage is especially suited for starting now, if you:

1

Have family members already asking "what's next?"

2

Have some arrangements in place, but they haven't been viewed together

3

Know this can't be put off further, but don't want to start with something too heavy

What you'll receive

A complete strategy map, a priority path, key decision signals, a first round of action directions. This isn't a conclusion — it's the foundation every future decision rests on.

Complete strategy map
Priority sequence path
Key decision signals
First-round action directions
Strategy Blueprint
NT$18,000

Includes one 90-minute deep-dive discussion and the written blueprint

Every blueprint requires deep understanding of your family situation. We'll be in touch after receiving your application to confirm whether this stage is right for you.

This blueprint is for families who've completed the NT$9,800 advisor council report, or have existing planning that needs integrated review. Every blueprint is personally reviewed by Grace.

Succession isn't a single decision.

It's a process of seeing more clearly, step by step.

From understanding the current state to building a walkable path — each stage has a corresponding way we can support.

What we leave for the next generation is not only assets — but a structure that can keep functioning.