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

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."

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





The issuer is solely responsible for the content of this announcement.

About Infinity Financial Advisory

Come As You Are, Leap Forward With Us.

Founded in July 2023, Infinity Financial Advisory is home to over 300 advisors, guiding clients through an ever-changing financial world with innovative, tailored wealth management solutions.

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