About
Founder-led advisory for multi-generational stewardship.
Jex Hok · Founder
CHFC · CLU · AEPP · Private Client Advisory
Legacy Navigator was built for a specific kind of client: the Singaporean business owner who has spent decades building a company, a reputation, and a family — and wants to make sure the transition between those worlds is deliberate, not accidental.
For over 35 years, Jex Hok has led a premier advisory agency of 40 planners, consulting more than 100 business owners across three decades. The recurring pattern he observed was not a lack of success, but a lack of integration: brilliant founders who mastered their industry yet left their business, their families, and their personal assets exposed because the legal, tax, and insurance pieces were never aligned.
Legacy Navigator is the structured first step that was missing. It is not a substitute for counsel — it is a diagnostic and roadmap that helps you walk into a meeting with your lawyer, accountant, or family office with clarity about what needs to happen, and in what order.
Our approach
- 01.Confidential first. Your answers stay private and are used only to generate your report.
- 02.Founder-led. The diagnostic and roadmap are reviewed personally by Jex, with Loom add-ons recorded individually.
- 03.Action-oriented. Every recommendation includes a timeline, so you know what to do in the next 30, 60, or 90 days.
- 04.Adviser-ready. The roadmap is formatted to be shared with your existing legal, tax, and financial advisers.
The goal is simple: bridge the gap between business success and family security, and give your legacy the blueprint it deserves.
Start your diagnostic
See where your succession, liquidity, distribution, and structure readiness stand today.