Hsinchu desk · since 2013

Every mandate deserves a map, not a slogan.

We train advisers to lay family cash, insurance, and cross-border paper on a single grid before anyone speaks about products.

Enter Wealth Architecture Studio

From recent studios

Voices that mention the actual work

The Drawdown Rehearsal worksheet in week four made our family meeting shorter. We still argued about the Taipei rental flat, but the argument had numbers instead of rumours.

Mei-ling T., manufacturing family, Hsinchu

Wealth Architecture Studio is thorough. It is also slower than a product pitch, and that frustrated me until I saw how many orphaned policies we had stacked in a drawer.

Anonymous client in semiconductor supply
Printed financial statements and a brass ruler on a dark desk

Flagship program

Wealth Architecture Studio

Eight weeks of file craft for people who already sit with clients: how to build a living grid of accounts, beneficiaries, and constraints without pretending the Taiwan tax map is simple.

Informational fee from NT$28,600. Materials stay with you; no securities are sold in class.

Read the studio brief

Why a grid

What changes after the files are laid flat

  1. Orphan policies surface

    Learners practice a beneficiary sweep that has, in past studios, found riders nobody in the household could name.

  2. Cash is dated, not hoped

    NT-dollar ladders are drawn with actual maturity months, so “liquidity” stops meaning a vague comfort.

  3. Meetings get a written spine

    The mandate letter template from the course becomes the document families actually sign, not a slide they forget.

13 yrsDesk on Huachiang Street
27Families on retained review
1,186Archived client files
6 desksConcurrent studio tables

Next intake

Bring a real file, not a hypothetical

Studios admit a small cohort. If your work is financial advisory consulting in Taiwan, write to the desk with one anonymised puzzle.

Write the desk