Even if you don’t want to use company funds or don’t understand complex legal matters,
you can still successfully manage your business and ensure smooth ownership succession.
Estate and Legacy Planning
How entrepreneurs can create effective estate plans to achieve ‘Protect the family, protect the shares, and protect the business,’ while doubling their wealth.
01. Three Essential Tools for Estate Planning
You will learn which three tools are most suitable for business owners to use in professional estate planning — helping you protect your family, your partners, and even your company.
02. Exclusive Succession Plan for Business Owners
No matter what stage of business you’re in, you can use these three tools to safeguard your family, partners, and company, ensuring a smooth transfer of wealth and business continuity.
03. Wealth Multiplication Strategy
Learn how to set aside millions in protection for your shareholders, family, and future generations — even if you don’t wish to use company funds or understand complex legal matters, you can still achieve it.
Testimonials
Nice to meet you, I am Tik Wei
This 2-hour “Exclusive Estate Planning Sharing Session for Entrepreneurs” will be hosted by me.
- Director, Ai Success Advisory Sdn Bhd
- Registered Financial Planner
- 20 Years of Experience in the Financial and Insurance Industry
- Master’s Degree in Financial Planning
- Accredited Estate Planning Practitioner (AEPP)
- Life Planning Advisor (LPA)
This sharing session is 100% free because our company places great importance on Corporate Social Responsibility (CSR).
Through this initiative, we aim to share estate planning knowledge in Malaysia, helping entrepreneurs avoid the troubles and disputes that often arise from the lack of proper estate planning.
This course is designed for entrepreneurs, start-ups and businesspeople, especially those who are concerned with asset inheritance, company succession and wealth preservation.
Yes! Estate planning isn’t just for the elderly. It’s about ensuring that your assets, business, and family can continue to operate smoothly in the future, and to prevent financial chaos in the event of any unexpected situations.
Not at all! We explain everything in a simple and easy-to-understand way, using real-life examples to help you clearly grasp how to protect your business assets with confidence.
Even if your personal or business assets are still growing, planning ahead helps you avoid future legal issues and ensures that your family can smoothly inherit what you’ve built.
Insurance is only one part of estate planning. It doesn’t address everything — such as business ownership, debts, or taxes — so estate planning provides a more complete and long-term solution.
The session will share common estate planning strategies and guide you on how to design a plan that best suits your personal and business situation.
A will is only one component of estate planning. It can’t help you avoid lengthy legal processes, debt settlements, or tax issues. A complete estate plan also includes trusts, insurance, and business ownership arrangements.
Not at all. Estate planning is for anyone who wants to protect their assets and loved ones. The course will share practical strategies and show you how to create a plan tailored to your needs — regardless of your wealth level.
Absolutely! Without clear succession or ownership arrangements, your shares could end up being controlled by the government or family members, disrupting your company’s operations. This session will teach you how to plan shareholder agreements, insurance coverage, and other strategies to protect both you and your partners.