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.

The only US & UK-qualified financial planner in Vietnam, specialising in executive wealth independence and legacy planning.

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
  • You are or were a C-suite executive or senior leader, now based in Vietnam or Thailand
  • You want to make work optional, but aren't clear on if you have 'enough', or what that succession plan looks like

Two Specialized Services for International Executives

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

Work optional planning laptop

Work-Optional Wealth Planning

Calculate your exact 'enough' number and build a plan that makes work truly optional while maintianing your desired lifestyle in Asia or beyond.

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

Plan delivered within 3 weeks.

Robin outside smiling

Cross-Border Estate & Legacy Planning

Coordinate your multi-jurisdictional assets, minimize tax exposure, and ensure seamless wealth transfer to the next generation.

  • Multi-country asset mapping and optimization
  • Tax treaty utilization strategies
  • Estate planning across jurisdictions
  • Currency risk management
  • Regulatory compliance coordination

Ongoing quarterly reviews and annual updates.

What you get:

  • Transparent Pricing: Annual advisory fees start at $2,400 - no product sales, no hidden commissions.
  • Exclusive Access: Maximum 12 new client relationships per year.
  • US & International Tax & Investment Expertise: Vietnam's only dual US & UK qualified advisor.
  • Research-Based Decisions: Every recommendation backed by data and analysis.
  • Specialised Contacts: Collaboration from industry experts where appropriate, including specialzed lawyers, accountants, investment managers, and executive coaches.

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