For Singapore Business Owners
The transitions you build
for your family should not be left to chance.
A confidential diagnostic that scores your succession, liquidity, distribution and structure readiness — then delivers a personalised 20-page roadmap prepared for founders who take stewardship seriously.
Meet Your Lead Advisory Partner
Jex Hok · Founder
Singapore · Est. 1990
35 Years of Protecting
Singaporean Legacies.
Jex Hok, CHFC, CLU, AEPP, Private Client Advisory
Founder & Principal Advisor
"For over 35 years, I have led a premier agency of 40 planners, dedicated to one mission: ensuring that a lifetime of hard work isn't undone by a single month of poor planning. Having consulted for more than 100 business owners over three decades, I've seen a recurring tragedy — brilliant entrepreneurs who master their industry but leave their business, their families, and their personal assets exposed.
I built Legacy Navigator to solve this. My goal is to bridge the gap between business success and family security, using my experience as a Chartered Financial Consultant and Associate Estate Planner to help you identify the 'blind spots' before the unexpected happens. Your legacy deserves more than a 'best guess' — it deserves a blueprint."
Jex Hok
The Method
A three-step instrument, refined for private clients.
Diagnose
A fifteen-question instrument across four readiness domains — Business Succession, Liquidity, Distribution, and Structure — calibrated for the Singaporean regulatory context.
See your exposure
Category scores reveal precisely where your family and business remain exposed today, and where existing arrangements are already sound.
Act with clarity
A twenty-page personalised roadmap covering Shareholder Agreements, CPF nominations, LPA, trust structures and cross-border tax exposure.
What you receive
A complete roadmap, not a generic checklist.
Confidential diagnostic
15 questions across four readiness domains. Your overall score and category gaps reveal exactly where your legacy plan is exposed.
20-page personalised roadmap
Every section includes your score, a plain-English finding, and a recommended action with a 30/60/90-day timeline. Delivered as a downloadable PDF.
US$495
Private Loom review
Jex records a personal 15-minute video walkthrough of your roadmap and your highest-priority gaps. Delivered to your inbox within 48 hours.
+US$100
Positioning
Built for founders who take
stewardship seriously.
Legacy Navigator is a private-client instrument, not a marketing quiz. It surfaces the specific structural gaps that put continuity, family harmony and multi-generational capital at risk — and gives you a defensible next step.
Client Notes
What founders say after seeing their roadmap.
The roadmap made it obvious that our Shareholder Agreement was not aligned with our buy-sell funding. We finally had a concrete agenda for our lawyer.
M. T.
Founder, Manufacturing
I had a Will and CPF nomination, but the diagnostic showed they were pointing in different directions. That alone was worth the purchase.
S. L.
Second-generation owner, Services
Jex's Loom review was the difference between reading a report and actually understanding it. My family had the right conversation the following week.
K. R.
Family principal, F&B
Track Record
Advisory practice
Agency led
Consulted across three decades
Three decades of client work is not a headline — it is the moat. Every recommendation in your roadmap is calibrated against patterns observed across hundreds of Singaporean families and their businesses.
Confidentiality
Your responses are stored securely and never shared.
No obligation
The diagnostic is offered without commitment.
Founder-led
Reviewed personally by Jex, with 30 years' advisory experience.