From the front lines
to your family's side.
We're moving into a new era — one where wealth accumulates faster, but the structures needed to preserve and pass it on haven't kept pace. For many successful families, the challenge has shifted from building something to ensuring it survives the transition.
Succession is never just an asset transfer. It touches business governance, family relationships, and shared values. Handle them in isolation and you'll optimize each piece while losing the whole.
GraceFO works from a complete view. We map business, wealth, and values together — helping families find clarity on what matters most, in what order, before bringing in the specialists to execute.
How we work
Once a business reaches a certain scale, the real challenge isn't growth — it's continuity. How do you pass this on without losing what made it worth building?
Succession touches three things at once: the business structure, the family's assets, and the shared values that hold everything together. Optimize each separately and the pieces don't add up to a whole.
We start by laying out the full picture — business, wealth, and values side by side. We help families focus on the right priorities, build a shared language for the hard conversations, and reduce the friction that slows everything down.
Not tools first. Clarity first.
Your principal advisors

U.S. master's graduate and CPA. Former investment banking executive, public company officer, and venture investor. Grace has spent years building a cross-disciplinary view of family succession — covering equity, governance, tax, and finance. In 2019, she founded GraceFO to bring that integrated perspective to high-net-worth families across Asia.
A sought-after speaker for government agencies and financial institutions, Grace also founded a public education initiative that has brought financial literacy and succession awareness to communities throughout Taiwan.

Harvard Data Science certification. Colorado CPA. Former senior finance executive at public companies and leading international institutions, John specializes in building robust compliance and performance management systems from a top-level financial structure perspective.
Why GraceFO
Start with the assessment
15 minutes. An honest picture of where your family stands across all three dimensions — instant AI analysis, personalized to your answers.