Secure the Future You've built with
a 7-Figure Legacy Plan
Secure the Future You've built with a 7-Figure Legacy Plan
A calm, intelligent review of your legacy and insurance plan — with zero assumptions and total discretion.
Get the most comprehensive multi-million legacy plan to protect your wealth and ensure your family receives every peso, exactly as you intended—built by estate planners, financial experts, and legal professionals trusted by Filipino families.
Get the most comprehensive multi-million legacy plan to protect your wealth and ensure your family receives every peso, exactly as you intended—built by estate planners, financial experts, and legal professionals trusted by Filipino families.
Confusion. Delays. Legal limbo.
Confusion. Delays. Legal limbo.
Most families don’t fall apart over money.
Confusion. Delays. Legal limbo.
Most families don’t fall apart over money.
They fall apart because of unprotected assets, unpaid estate taxes, legal delays, and family conflict when it’s already too late to fix it.
Over the years, we’ve reviewed legacy plans for wealth holders managing ₱50M, ₱100M —even ₱500M in assets.
They had the right intentions.
They bought insurance. Created trusts. Signed wills.
They believed they were protected.
They had the right intentions.
They bought insurance. Created trusts. Signed wills.
They believed they were protected.
But they still lost millions. Why?
Because everything is not well-managed.
No one helped them build a legacy security roadmap, that tells them how everything comes together when they’re no longer around to explain it. They had policies, but no tax plan.
Trusts, but no updated beneficiaries.
Assets, but no clear transfer path.
Legal documents… that didn’t talk to each other.
And when that happens, the result isn’t just stress.
Trusts, but no updated beneficiaries.
Assets, but no clear transfer path.
Legal documents… that didn’t talk to each other.
And when that happens, the result isn’t just stress.
It’s full-blown damage
Properties frozen in probate.
Businesses lost due to unclear succession
Siblings suing each other
Spouses locked out of assets they were supposed to receive
Beneficiaries walking away from each other, just to avoid conflicts.
“I already have life insurance… but does it actually cover everything I’ve built now…my business, my assets, my family?”
“If something happened to me today, would my spouse or children know what to do or would they be stuck in legal trouble and frozen accounts?”
“Even with a will, could my family still lose millions to taxes, delays, or missing documents?”
You're not overthinking.
You're asking the right questions, questions most people avoid until it's too late.
And you're not alone.
You're simply unstructured in ways no one has taken the time to explain.
And the longer those issues go unchecked…
The more expensive and painful they become.
There’s a Better Way Forward
Protects Your Wealth and Brings Peace of Mind to Your Family.
You’re not here for another sales pitch. And we’re not here to sell you a product.
We’re here to help you design a structure that protects what you’ve built—your business, your properties, your family’s future. One that makes sure everything is secure, organized, and ready to transfer legally, peacefully, and without problems.
And yes, that structure exists.
And yes,
that structure exists.
Introducing...
It’s a private session where our team of financial and legal experts review what your insurance, trusts, and asset holdings—and help you turn them into one cohesive plan that that protects your legacy, clearly documented, conflict-free, and ready to serve your family for generations.
Your beneficiaries don’t need to worry about frozen accounts or unpaid estate taxes.
Your assets move quickly to the right hands, without conflict or court delays.
Your business succession and retirement plans hold, without disruption
And your loved ones experience the comfort and security you always meant for them to have
You’ll be remembered as someone who truly cared.
Someone who made the hard decisions ahead of time, so your family wouldn’t have to.
All because you took one step.
One conversation that made everything easier for everyone.
After the session you’ll walk away with:
A precision review of your current structure to uncover silent risks most agents miss.
Unique strategies to reduce estate taxes and secure long-term wealth transfer.
Personal guidance, delivered with confidence and clarity.
The “Life, Protected” Briefing (PDF)
A 5-page digital guide outlining what protection looks like at every life stage, including the legal advantage of irrevocable designations.
The “Life, Protected” Briefing (PDF)
A 5-page digital guide outlining what protection looks like at every life stage, including the legal advantage of irrevocable designations.
Legacy Compass Worksheet
A reflective journal to help you articulate your private wishes, ideal distribution, and values,
before any product is ever discussed.
Digital Legacy Vault (Early Access)
Private access to a secure digital vault where you can store final letters, policy notes, and transition wishes for your beneficiaries.
Digital Legacy Vault (Early Access)
Private access to a secure digital vault where you can store final letters, policy notes, and transition wishes for your beneficiaries.
Post-Session Summary Letter
A personalized, post-session summary of everything we discussed: gaps, insights, and directions.
Tell Us Where We Can Help
Let us know why you're reaching out, whether it's about asset protection, succession planning, estate taxes, or organizing what you already have.
We’ll Reach Out To You
A member of our team will reach out to clarify your concerns and schedule your session, online or in person, whichever suits you best.
We Review, Assess,
and Apply Strategy
Our financial professionals will assess your existing assets and documents, then apply the right strategies to help protect, organize, and transfer your wealth with confidence.
This is a private session,
tailored to your needs, handled with discretion, and delivered with clarity.
All information are kept in confidentiality.
What Gbiz Wealth Solutions help you protect.
Legacy Planning
We help build structure and align your insurance, trusts, and estate into a clear plan your family can follow, so your wishes are respected and your legacy is passed on with clarity.
Business Succession
We help you prepare your business to move forward, without confusion or conflict. Whether it’s for your children or business partners, we make sure your plan supports a smooth transition.
Tax-Free Wealth Transfer
Our strategies are designed to reduce tax at transfer, so more of your wealth goes to the people you care about. We guide you through options that protect your estate without adding complexity.
Family Protection
We don’t just protect income, we protect the steps your family needs to take. We’ll help remove the confusion that causes heavy stress during life’s hardest moments.
Here it straight from our clients
Here it straight
from our clients
CEO
Geothermal Energy & Tech
"Gbiz Wealth Solutions gave me something I value deeply: clarity. As someone managing technical operations daily, I appreciated how straightforward and well-prepared they were. No sales talk—just solid planning, aligned with what I needed. I’d recommend them to any executive who values time, precision, and real results."
General Manager
Hospitality & Management
“Partnering with Gbiz Wealth Solutions was genuinely refreshing. In a fast-paced industry like hospitality, time is precious—and they respected that. Their approach was clear, efficient, and tailored to my needs, without the usual complexity. What really stood out was their professionalism and ability to deliver meaningful results without drowning me in jargon. They didn’t just sell products—they helped create peace of mind, which is rare and invaluable in my line of work.
Equity Analyst
Banking & Finance
"As someone who works with numbers daily, I have high standards for financial advice—and Gbiz Wealth Solutions met them. They didn’t just offer options—they offered insight. Their ability to personalize strategy without losing structure really impressed me."
Doctor
Health
"In medicine, clarity and trust are non-negotiable—and I expect the same from my financial partners. Gbiz Wealth Solutions delivered both. Their work was thorough, professional, and adapted to my schedule. I trust their judgment the same way I expect others to trust mine."
Visual Artist
Arts
"Collaborating with Gbiz Wealth Solutions was an enlightening experience. Their approach to financial planning mirrored the intentionality and sensitivity I strive for in my art. They understood the nuances of my creative journey and provided guidance that felt both personalized and profound. It's rare to find financial advisors who resonate so deeply with an artist's perspective."
President
Sports
"As a business owner, I look for clarity, speed, and real-world solutions—and Gbiz Wealth Solutions delivered all three. They understand how entrepreneurs think and what matters most: results without the runaround. I appreciated their straightforward, strategic approach."
MEET THE FOUNDER
I didn’t enter the financial world because I loved numbers.
I entered because I saw what happens when families avoid the conversations they never thought they’d need to have. I’ve witnessed wealth disappear, not because it was misspent, but because it was misunderstood.
➤ Policies weren’t aligned with trusts.
➤ Beneficiaries conflicted with business documents.
➤ Instructions were vague… or missing entirely.
I’ve worked with people who spent decades building something meaningful, a business, a future, a legacy, only to unintentionally leave behind confusion, friction, and unfinished plans. That’s why I created Gbiz Wealth Solutions.
To offer something different. Not just a product.
Not just a policy.
But clarity, quiet, intelligent, emotionally grounded planning for families who understand that wealth is only part of the story. We’re here for the part that matters most: Making sure the people you love are cared for, clearly, calmly, and completely, long after you're gone.
Protect What You’ve Built.
Preserve Who You Built It For.
And It Starts With One Conversation.
You’ve built the business. You’ve grown wealth. You’ve provided for your family.
But if something happened tomorrow—would your spouse, your children, or your business partners know exactly what to do?
Not just where the accounts are—
But who gets what, how the taxes will be paid, and what needs to happen next.
Most families don’t break down because of money.
They break down because the plan was incomplete, or the structure didn’t hold up when it mattered most.
Now is the time to make sure of it. While you still can.
Sessions are limited each month to preserve the quality and discretion of this experience.
STILL NOT SURE?
Frequently Asked Questions
1. What exactly is the Family Wealth Blueprint?
It’s a private, guided session where we review your existing insurance, trusts, business succession plans, and estate structure. You’ll walk away with a clear, documented plan to help your legacy work exactly as intended.
2. Is this a product or a consultation?
This is not a product pitch. It’s a professional clarity session focused on structure, not sales. If adjustments are needed, we’ll guide you—but only with your full understanding and consent.
3. Do I need to prepare anything for the session?
If you already have policies, trust documents, or business agreements, we’ll ask you to share them beforehand. If not, we’ll help identify what’s missing and where to begin.
4. What happens after the session?
You’ll receive a personalized Clarity Letter, summarizing everything we discussed—what’s aligned, what’s exposed, and what steps will help protect your family’s future.
5. What if I already have an advisor?
That’s perfectly fine. Many of our clients come to us with existing plans. Our goal is not to replace your advisor, but to help you make sure everything is working together, not just sitting in separate files.
6. How long does the session take?
Each session typically lasts 60–90 minutes. It’s quiet, private, and paced to ensure every detail is understood, without pressure or rush.
7. Is this only for families with large estates?
We work primarily with clients who manage significant wealth, family businesses, or multi-generational assets. If legacy clarity matters to you, this session is designed for you, regardless of your exact portfolio size.
The Family Wealth Blueprint | Copyrights 2025 | Terms & Conditions
by Aacio.io
The Family Wealth Blueprint | Copyrights 2025 |
Terms & Conditions | Aacio.io