Finex & Co provides a wide range of tailor-made wealth succession products to meet our clients’ needs.
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.
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.
Writing a will gives you control over the distribution of the estate and the designation of beneficiaries, and to avoid disputes over estate.
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.
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.
Our Vision and Value
Our vision is to guard every family’s dream and to provide comprehensive understanding about estate planning to the public.