About Us

Finex & Co provides a wide range of tailor-made wealth succession products to meet our clients' needs.

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Who are we?

Finex & Co Legacy Advisory is an advisory company specializing in will & trust. Our company is formed by professional estate planners and legal advisors who are specialized in estate planning.

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What to expect from us

Our team regularly advises our clients in wealth succession planning matters as well as their future assets and possible debts. We access your particular needs taking into consideration the legal aspects and debts cancellation solution and provide you with a tailor-made solution.

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Our Core Services

Our core services are the three pillar of estate planning – will, trust and funding.

Our Process

01WILL

Writing a will gives you control over the distribution of the estate and the designation of beneficiaries, and to avoid disputes over estate.

02TRUST

We mainly focus on living, testamentary, revocable, irrevocable and family trusts. Setting up a trust can protect your assets from the process of probate and allow you to preserve your wealth effectively.

03FUNDING

Funding your trust is to transfer the legal title of your assets from you to your trust to ensure that there is sufficient fund to support the purpose of your trust.

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Our Vision and Value

Our vision is to guard every family’s dream and to provide comprehensive understanding about estate planning to the public.

What We Do?

Finex & Co Legacy Advisory provides relevant advice pursuant to estate planning. We offer tailor made will & trust to meet our client’s needs and help ensure that our clients’ estate plans succeed.

Legacy Consulting100%

Need-based Planning100%

Financial Planning100%