Make Work Optional as an Executive in Southeast Asia

55% of international leaders feel "trapped" by their success. You don't have to be one of them.

Vietnam's only US- and UK-qualified financial planner, focused on wealth indepdendence and legacy planning for international executives and founders.

100% fee-based and fiduciary. We sell no products and take no commissions.

Transform your high-income career into work-optional wealth.

CISI logoFree Whitepaper - Beyond Profit: How to Make Work Optional

This is for you if...

Qualification criteria
  • You have a net worth of at least $1m+ and liquid assets of at least $250,000
  • C-suite executive, senior leader, or founder now in Vietnam or wider Asia Pacific
  • You want work to be optional and are not sure if you have 'Enough' or how to structure your legacy across borders

Two Specialized Services for International Executives

We focus exclusively on the challenges facing $1m+ net worth leaders in Asia Pacific

Work optional planning laptop

Work-Optional Wealth Planning

Calculate your exact 'Enough' number and build a plan that makes work truly optional without degrading your lifestyle

  • Comprehensive wealth analysis across all jurisdictions
  • 'Enough' number calculation with realistic lifestyle modelling
  • Tax-optimized withdrawal strategies for lifelong income
  • Healthcare & insurance gap review
  • Succession planning for business interests

Clear initial recommendations within 3 weeks.

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Cross-Border Estate & Legacy Planning

Coordinate your multi-jurisdictional assets, minimize tax and pass wealth cleanly to the people and causes you care about.

  • Multi-country asset mapping and optimization
  • Tax treaty utilization strategies to free wealth trapped in unfriendly tax locations
  • Estate planning across jurisdictions
  • Currency risk management for long term FX stability
  • Coordination with US, UK, European, and local compliance obligations

Ongoing quarterly reviews and annual updates.

What you get:

  • Exclusive access: We take on a maximum of 12 new client relationships pre year.
  • US & International Tax and Investment Expertise: Vietnam's only dual US- and UK- qualified advisor.
  • Research-Based Decisions: Every recommendation backed by data and modelling.
  • Specialist Network: Coordination with cross-border lawyers, tax advisors, accountants and investment managers where required.

The Work-Optional Process

20 min call icon

Qualification Call to ensure mutual fit

Comprehensive wealth analysis and plan development

Plan presentation
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Implementation and ongoing optimization

  • No surprises - every step defined
  • Your timeline - process moves at your pace
  • Transparent pricing - no hidden fees
  • Proven methodology - developed from UK & US best practice