Bringing Values to Valuables
While many estate planners and lawyers prepare money for people, heritance prepares people for money. We believe in stewarding wealth wisely, sowing into our families, and succeeding values with valuables. Our mission is to create a virtuous cycle of reinvestment against the generational attrition of family values and relationships in Asia.
What is #beyondinheritance?
It is said, “no family is united by its wealth alone.” Our heritance mobile app combines financial legacy with memetic legacy to create effective inheritances for families. When families inherit values alongside the valuables, family unity and purpose is sustained from one generation to the next.
Start with WHY
Traditional estate planning cannot address family feuds and social ills today. We believe the foundation of inheritance planning lies with the family itself.
HOW we do it
We empower and equip individuals and families to pass down family, values and wealth inheritances. Once family and values are strengthened, wealth succession is assured.
WHAT we do
heritance is Asia’s first digital platform that helps family plan effective inheritances. And it carries a library of powerful case studies for families to reference role models that executed effective successions.
The co-founder of tech start-up Goals Mapper (the most used financial planning app in Singapore) and a published author of 2 books (on values-driven trust planning in private and public organisations in Singapore and Malaysia), Derek has spoken at several high-profile conferences on the subject and was interviewed by The Straits Times for his contribution to the field.
Outside of work, Derek is married with four children and passionately serves in his church, particularly with special needs and underprivileged individuals.
She assisted in contentious probate matters where she witnessed siblings fighting over millions of dollars’ worth of estate long after the parents have passed. In the absence of a will, she also assisted clients in making enquiries into deceased’s estates to recover information on assets and their status of distribution.
The eldest of 7 children, Persis is a newlywed and a soon-to-be mother. In her spare time, she loves a good read or catching a great movie.
Clifford also runs his own investment advisory practice and is a certified Associate Estate Planning Practitioner and Master Fund Advisor.
On the personal front, Clifford is a loving and involved father with four children. His passion is to help families achieve their financial goals through passing on values beyond valuables.
An entrepreneur by heart, he co-founded his first start-up immediately upon graduation. In those two years, he fell irrevocably in love with the intricacies of technology in consumer behaviour and involved himself with Artificial Intelligence and API building.
At heritance, Solomon heads the development team to translate the team’s vision into technological reality.