GraceFO
中文/EN
How we work

You're somewhere
in this journey.

Most families have thought about succession. They just haven't found a way to start the conversation. These three steps give you a clear place to begin — wherever you are right now.

01
First

See clearly where you stand

Most families already know these conversations need to happen. The hard part is knowing where to start. The three-axis assessment gives you an honest picture in 15 minutes — not a score, an observation.

Three-Axis Assessment
Immediate results · No preparation needed
Free →
Family Decision Blueprint
Generated from your results
Free →
Want to see your full picture before involving family?

Legal, tax, and wealth advisors each look at your priority axis and give their read. Not a report — the first time your situation is fully seen from three angles.

Personal Deep Read
Your situation, seen from three angles at once
NT$9,800 →
Where most families find the real conversation starts
02
Second

See the gap between you

The most important conversations in succession often don't happen — not because families don't want to have them, but because no one can see where the real gap is. This is how you find it.

Family Comparison Read
The first time you both see the same thing at the same time
NT$2,500 →
03
Third

Start being accompanied

Seeing the gap is only the beginning. The next step is turning what you've both seen into something you can both actually commit to — with someone who holds the full picture alongside you.

Family Consensus Session
One facilitated session · Put the most important things on the table
NT$18,000 →
Family Office Accompaniment
Full accompaniment · Legal review · A foundation for the ongoing relationship
NT$58,000 →

For families who need more than tools

Some families need more than products — they need someone who holds the full picture and walks alongside them. GraceFO offers three levels of engagement, depending on where you are.

01

Single Advisory Session

A one-on-one conversation grounded in your assessment results. Your advisor helps you see what matters most right now, and leaves you with a written summary you can act on.

~60 min · Online or in person
Most chosen
02

Succession Advisory Relationship

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

Annual · NT$180,000–600,000
03

Full Succession Accompaniment

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

Project-based · Begins at NT$580,000
Apply for an advisory conversation →

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 Read (NT$2,500) is usually the natural next step. Many families aren't sure what their real issue is until they see where the gap actually is.
Why do the NT$2,500 read before going straight to an advisor?
Without shared data, most family conversations default to each person speaking from their own position. The comparison read gives you a shared starting point — so when you do sit down with an advisor, the conversation can go somewhere real from the first minute.
Is NT$58,000 a one-time purchase or a starting point?
It's a starting point. The Family Office Accompaniment service (NT$58,000) can be applied as a credit toward the first year of an annual advisory relationship. If you're thinking about ongoing support, it makes sense to start here — you see how we work before committing to a longer arrangement.
Is the service available outside Taiwan?
Yes. Sessions are conducted primarily online, and we work regularly with families based outside Taiwan. Cross-border 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 which step is yours right now?

Start with the assessment. 15 minutes, and you'll have a clear picture. Most people are surprised by what the results surface — not because it's new information, but because they've never seen it this clearly before.

Start the assessment →Contact us directly