GraceFO Advisor Council

3D Deep Analysis

Three dimensions — legal, tax, and financial — each analyzed against your data, then brought together by GraceFO into an action memo you can take into a family conversation.

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Start free assessment (5 min) →

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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.

Stage 1

See the outline

The first time your family's arrangements are viewed together

Holistic review of business, wealth, and values dimensions
Initial understanding of gaps and rhythm
Find the first direction worth thinking about

For

Families who want to understand where they are first

Investment

Free

Stage 2

See clearly

Turn your situation into "what to do first"

Integrated read from legal, tax, wealth perspectives
Decision card: now / next / hold off
Key risks and why they matter
First-round action directions

For

Families with existing wealth, wanting to clarify direction

Turn the judgment into an executable arrangement

Complete strategy map
Priority sequence (what first, then next)
Key decision signals
Overall direction for tools and structures

For

Families ready to act, needing a complete path

Turn strategy into an executable, durable structure

Family meeting facilitation and decision support
Cross-domain integration (legal, tax, insurance, equity)
Ongoing adjustment and optimization during execution

For

Families needing real execution and long-term companionship

Investment

NT$58,000+

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