Building a Cross-Generational Cash Flow Framework

Gain deeper insight into transforming wealth planning from a single-product mindset into a cross-generational cash flow framework.

In today’s world of increasingly volatile political and economic dynamics, traditional methods of wealth succession face significant limitations and risks. In such an unpredictable international environment, relying solely on conventional insurance or wills is no longer sufficient to safeguard family wealth and ensure long-term security. Most insurance contracts contain exclusion clauses—such as war or geopolitical risks—that could render protection ineffective in times of true crisis. At the same time, persistent inflation steadily erodes the real purchasing power of insurance payouts, further undermining wealth stability.

Meanwhile, global interest rate fluctuations, a strong U.S. dollar, and ongoing geopolitical conflicts—such as U.S.–China tensions and the Russia–Ukraine war—continue to compress the safety margins of asset allocation. A single financial product can no longer meet the comprehensive needs of high-net-worth individuals and business owners. Cross-generational wealth planning today is not just about pursuing growth—it is about building a sustainable and predictable cash flow framework for families.

Through a strategic combination of Insurance × Fixed Income × Offshore Trusts, families can establish multi-layered cash flow sources while also shielding assets from both known and unforeseen risks. Trust structures, in particular, elevate asset management into a systematized process, reducing the chances that family disputes, political risks, or unexpected events disrupt the continuity of wealth. This lecture will guide you in upgrading wealth planning from single-product thinking to a true cross-generational cash flow strategy.

Real wealth is not just about ownership—it is about proper planning, strong protection, and lasting preservation.

This event is especially designed for high-net-worth individuals and family businesses. We will explore not only strategies for growth but also the institutional frameworks required for protection and continuity. For entrepreneurs and family members who aspire to build cross-generational value and vision, this lecture provides the insights and tools that are indispensable for future wealth succession and risk management.

【Event Information】
Location:
Primasia Conference & Business Center
Date:
September 23, 2025
Time:
1:30 pm
4:30 pm
【RSVP Form】
September 23, 2025
Taipei Seminar
Building a Cross-Generational Cash Flow Framework
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
【Event Highlights】
Disclaimer

The information provided on this website is for general information purposes only and does not constitute an offer, and the Website and all information provided to you via the website are provided “as is” and “as available”, the content described herein is subject to change without notice from Dreamer Group Limited and/or any of its members, affiliated entities (Dreamer Group Limited and all its members and affiliated entities collectively referred to as the “Dreamer Group” herein after). We will strive to ensure the integrity and accuracy of the website's functionality and content, while, to the maximum extent permitted by applicable law, we disclaim all express, implied, and statutory warranties with respect to the same, including without limitation any implied warranties of merchantability, satisfactory quality, fitness for a particular purpose, accuracy, completeness, non-infringement, non-interference, error-free service, and uninterrupted service.

By making available the websites, Dreamer Group is not making an offer of any financial, tax, accounting, legal or other professional services or goods, and none of the information presented on the websites should be construed as finance, tax, accounting, legal or any other professional advice or service. You should always seek the advice of a suitably qualified professional before taking or refraining from taking any action. Dreamer Group will not be liable in any way to any person for any action taken or omitted to be taken as a result of the use of any content posted by us, which results in, causes or gives rise to any loss.

The laws of some jurisdictions may impose restrictions on the distribution of materials described on this Site. This Site is not directed to persons in jurisdictions where such restrictions apply. If you belong to such areas or you are in such areas, please exit this website immediately and you will be responsible for any losses, controversies, disputes and other negative consequences arising from your continued browsing.

All information, text and images on this website are copyrighted or registered by DREAMER GROUP.

We urge all persons contacting Dreamer Group to check the website and service number carefully and to remain vigilant to avoid being deceived or misled by unscrupulous persons.

This disclaimer is written in Chinese and the English version is provided for information purposes only.

Copyright © 2025 DREAMER GROUP. All Rights Reserved