Holistic Wealth Family Legacy

Five-Dimension Model

The Holistic Wealth Family Legacy Five-Dimension Model is the culmination of over ten years of research by Dr. Michael Chan and Dr. Amen Lee. Until recently, family business succession planning has focused primarily on wealth planning and the legal transfer of assets, overlooking the critical intangible elements such as family values & tradition, trans-generational relationships and the transfer of family knowledge.  The Legacy Academy aims to fill this void by adopting a comprehensive all-rounded approach on family legacy through the proprietary Five-Dimension Model.