Intake without theatre
How to request statements so that a client still feels respected. Includes the red-stamp checklist used on Huachiang Street.
Flagship course
Wealth Architecture Studio
Eight Tuesday evenings plus one Saturday lab. You leave with a completed household grid for a real (anonymised) file, not a certificate wall of jargon.
Modules
Cash as a dated ladder
NT-dollar deposits, money funds, and idle current accounts placed on a calendar instead of a pie chart.
Insurance as nodes
Each policy becomes a cell with premium, beneficiary, and a plain-language job. Riders that do no job are marked, not sold against.
Drawdown rehearsal
A three-scene stress using last year’s household cashflow. This is the module reviewers mention most.
Mandate letter
Drafting the one-page agreement that names what you will not do, including product placement.
Handover and archive
How the grid lives after the studio: version names, who may edit, and when a cell goes stale.
What you should be able to do
- Produce a one-page grid that a non-finance sibling can read without a glossary.
- Spot missing beneficiary designations on Taiwan-issued policies.
- Write a mandate that survives a compliance glance.
- Facilitate a family meeting that ends on time with named owners.
Instructor
An-chi Lin
Studio lead. Previously annotated family files for a Hsinchu manufacturing group; now teaches the same annotation method at FileCraft Grid. She does not hold a public securities licence through this school and will say so in week one.
Informational fee
Published orientation price: NT$28,600 per seat, materials included. Employer-sponsored seats are invoiced separately. This page is not a checkout.
Questions we actually hear
Do you licence me to advise the public in Taiwan?
No. Completing Wealth Architecture Studio does not replace licences, registrations, or your firm’s compliance sign-off. That is a real limitation: graduates still cannot hold themselves out as licensed advisers solely on the basis of this course.
May I bring a live client file?
Only if names, ID numbers, and account digits are stripped. We reject files that still contain identifiable numbers.
Is the Saturday lab optional?
It is where the Drawdown Rehearsal is graded by peers. You may skip it, but the certificate of completion will note the miss.
Studio notes from past seats
Week two’s cash ladder showed we had three “emergency” deposits maturing in the same month. I had never lined them up that way at my previous firm.
H. Chen · bank relationship manager · Taoyuan
An-chi’s mandate letter is almost severe. My managing director liked the “will not recommend products in class” clause; a colleague found it too cautious. I kept it.
Platform-style note · 4/5 · posted after the 2025 spring intake