Infinity Financial Advisory Partners with Dreamer Group to Share Exclusive Estate and Legacy Planning Insights with Taiwan’s High-Net-Worth Community

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TAIPEI, TAIWAN – Media OutReach Newswire – 18 April 2025 – On April 9–10, 2025, Infinity Financial Advisory was invited to collaborate with Dreamer Group to deliver exclusive estate and legacy planning seminars in Taipei and Taichung. These invitation-only sessions brought together Taiwan’s high-net-worth (HNW) individuals for deep insights into preserving and transferring wealth across generations.

Pictured from left: Jackson Hsieh (Sales Manager, Dreamer Group), Khim Lim (Senior Financial Services Director, Infinity FA), Eugene Soo (Executive Director & Co-Owner, Infinity FA), Stephen Pak (Group CEO, Dreamer Group)
Pictured from left: Jackson Hsieh (Sales Manager, Dreamer Group), Khim Lim (Senior Financial Services Director, Infinity FA), Eugene Soo (Executive Director & Co-Owner, Infinity FA), Stephen Pak (Group CEO, Dreamer Group)

The seminars focused on how Singapore’s position as a wealth management hub can support cross-border estate planning and long-term wealth preservation. Attendees gained insights into the differences between the 2 nations, learn practical strategies asset structuring, and navigating an increasingly complex regulatory landscape.

Eugene Soo, Executive Director and Co-Owner of Infinity Financial Advisory, shared:
“It was an honour to be invited by Dreamer Group to speak at this exclusive event. This wasn’t just about estate planning — it was about empowering individuals with the tools and strategies to protect and grow their wealth for generations to come. Singapore’s insurance-based solutions offer unique advantages, and we were proud to bring this perspective to Taiwan’s HNW community.”

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The event served as a platform for financial professionals from Taiwan and Singapore to exchange insights and collaborate on bespoke advisory approaches. The partnership between Infinity FA and Dreamer Group reflects a shared dedication to delivering high-impact financial strategies tailored to the needs of today’s affluent individuals.

As global financial landscapes evolve, legacy planning and cross-border wealth management have become more critical than ever. This seminar series reinforced the importance of strategic, personalised financial advice and highlighted the synergy between two key financial hubs — Singapore and Taiwan.

Hashtag: #Infinityfinancialadvisory #insurance #estateplanning #highnetworth




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Nick Staunton
Nick Staunton is the Editor and Chief Executive of European Business Magazine, one of Europe's leading business and geopolitical analysis publications. He writes primarily on European markets, fintech, defence industry consolidation, and the business impact of geopolitical events. Nick has over a decade of experience in digital publishing and holds editorial responsibility for EBM's coverage of European rearmament, the Iran war's economic consequences, and the structural shifts reshaping European capital markets. He is based in the United Kingdom and is also Chief Executive of NST Publishing Ltd, the parent company of European Business Magazine