GraceFO
中文/EN
Services

You're at one stage
of this journey.

Most families have thought about succession. They just haven't found a way to start the conversation. These three stages give you a clear place to begin.

01
Phase one

See where you stand

The hardest part of any family conversation isn't willingness — it's knowing where to start. The three-axis assessment gives you an honest picture in 15 minutes.

Three-Axis Assessment
Immediate results
Free →
Three-Axis Blueprint
Generated from your results
Free →
Want to clarify your own position first?

Sometimes you need to understand your own position before you can bring the family into the conversation. This deeper read helps you do that.

Three-Axis Deep Analysis
Personal · Not required before moving to the family stage
NT$9,800 →
Most families start here
02
Phase two

See the gap

The conversations that matter most in succession often don't happen — not because families don't want to have them, but because no one can see where the gap actually is. This report changes that.

Family Comparison Report
See the gap — for the first time, together
NT$2,500 →
03
Phase three

Start forming shared decisions

Seeing the gap is only the beginning. The next step is getting your family around the table — and turning what you've seen into something everyone can actually commit to.

Family Constitution · Standard
One guided session to say what matters and set the framework
NT$18,000 →
Family Constitution · Complete
Full accompaniment from draft to formal agreement, including legal review and signing
NT$58,000 →

For families who need more than tools

Some situations call for more than a product — they call for someone who understands the full picture and can walk alongside you. GraceFO offers three levels of advisory engagement.

01

Diagnostic Advisory Session

A one-on-one session grounded in your assessment results. Your advisor helps you see the full picture clearly, identify what to address first, and leaves you with a written summary you can act on.

~60 min · Online or in person
02

Succession Advisory Partnership

An ongoing advisory relationship, typically year-based. Regular check-ins, real-time judgment at key moments, and coordination across your legal, tax, and wealth advisors — so nothing slips through.

Annual engagement
03

Full Succession Implementation

Full-scope implementation. We bring in and coordinate every professional needed to turn your priorities into a working, documented succession structure.

Project-based
Apply for an advisory session →

Application-based · We'll read your results before reaching out

FAQ
Where should I start?
Start with the three-axis assessment — free, about 15 minutes. Once both members have completed it, the Family Comparison Report (NT$2,500) is usually the natural next step. Many families aren't sure what their real issue is until they see the report.
Why do the NT$2,500 report before going straight to an advisor?
Without data, most family conversations default to each person speaking from their own position. The comparison report gives you a shared starting point — so when you do sit down with an advisor, the first session can go somewhere real.
Do I need to buy NT$9,800 before moving to family services?
No. The deep analysis is a personal option — useful if you want to understand your own position more clearly, or get grounded in the basics of succession planning, before the family conversation begins. But it's not a prerequisite. The family comparison report (NT$2,500) is the natural next step once both members have completed the assessment.
Is the service available outside of Taiwan?
Yes. Sessions are conducted primarily online, and we work regularly with families based outside Taiwan. Cross-border asset structures are one of our core areas.
How are advisor fees determined?
Advisory services are application-based. You share your situation, we confirm whether it's a good fit, and only then do we discuss scope and fees. No hidden costs, no pressure.

Not sure where to start?

Start with the assessment. 15 minutes, and you'll have a clear picture of where your family stands across all three dimensions. Most people are surprised by what they find.

Start the assessment →Contact us directly