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Shawn Wong

Structuring Wealth, Legacy & Continuity
For Those With More at Stake

Estate Planning • Business Succession • Asset Structuring

A personal advisory practice focused on clarity, responsibility, and long-term outcomes.

Who This Practice Is Designed For

This practice is intended for individuals and families who are navigating decisions beyond basic financial planning, and who value clarity, structure, and long-term responsibility. 
 

  • Business owners and founders planning beyond their active years

  • Senior professionals with complex asset structures

  • Families preparing for multi-generational wealth transfer

  • Individuals with cross-border assets or succession considerations

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The focus is not accumulation alone, but continuity, stewardship, and alignment across generations.

 

Areas of Focus

My work centres on helping clients navigate complexity, uncertainty, and long-term consequences with structure and intent.

  • Estate planning and legacy structuring

  • Business succession and ownership continuity

  • Asset structuring across personal and family contexts

 Advisory Philosophy

I believe good planning is not about reacting to events, but preparing for them thoughtfully. Many individuals accumulate assets over time, yet leave critical decisions unstructured.

When circumstances change, families are often left to navigate uncertainty without clarity or direction. My approach emphasises understanding before structuring, responsibility before efficiency, and long-term outcomes over short-term convenience.

About Shawn Wong

​Shawn Wong works with individuals and families on estate planning, business succession, and long-term asset structuring. Over the years, he has advised business owners, senior professionals, and families on navigating complex financial and succession-related decisions — often involving multiple stakeholders, jurisdictions, and long-term considerations. His work is guided by a belief that wealth carries responsibility, and that clarity today prevents conflict tomorrow.

This practice is intentionally focused, selective, and relationship-driven.

Professional Recognition

  • Estate & Succession Practitioner (ESP)

  • Associate Estate Planning Practitioner (AEPP)

  • Ongoing professional education in advanced planning disciplines

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Private Correspondence

This website is intended as a general introduction to my advisory focus and philosophy. Where appropriate, correspondence may take place by prior introduction or mutual context. Matters discussed are treated with discretion and care.

© Shawn Wong. All rights reserved. This website is intended for general informational and branding purposes only. It does not constitute financial, legal, tax, or other professional advice, nor is it an offer or solicitation of any product or service. Any discussions or correspondence are conducted with discretion and within applicable regulatory requirements.

©2025 by Shawn Wong.

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