Money & Wealth Management

19/09/2025

The countdown begins! It’s officially 100 days before Christmas! ✨

Kickstart your holiday season and make sure that the best gift you give yourself is a brighter future with a Partner for Life. 🎁

Talk to a Sun Life Advisor for a FREE financial need analysis: sunlife.co/talktoadvisor.

20/06/2025

Narcissism in family business doesn’t start with ego—it starts with overprotection. When successors are groomed without exposure to hardship, without experiencing the consequences of failure, they develop a fragile sense of invincibility.

19/09/2024

Having insurance is important, especially if you are the breadwinner.

If something were to happen to you, this will serve as a means to provide income to the people you love. Agree?

Check out sunlife.co/insurance to learn more or talk to a Sun Life Advisor today.

20/04/2024

If gusto mong maging maayos pag transfer mo Ng business sa mga anak consider Business Succession Planning. You built your business for the next generation, don't make it the cause of stress and misunderstanding among your children.

I've been in the family business trenches for years, and let me tell you—I've seen my fair share of drama!

Many families struggle with communication, especially in Asia, where keeping the peace seems more important. But guess what? This lack of open talk leads to a mess of unclear expectations, hidden resentments, and, eventually, family feuds that can destroy the business legacy you're trying to build.

Don't let that happen! Join me at "The W+B Family Governance Leadership Series" - a 3-day masterclass designed to turn you from an SOB (Son/Daughter Of The Boss) into a Savvy Steward of the family business.

Space is limited, so register NOW!
https://bit.ly/GovernanceLeadershipSeries

13/11/2023

FAMILY BUSINESS AND FAMILY CORPORATION.

I heard from Atty. Cabrera, when you put your children into co-ownership and you did not do anything about it, you intend to put them in chaos.

Marami sa ating mga Filipino ang nagtayo Ng business, built a family corporation and that's it. Mostly ang focus ay day to day operation ng business, paano kumita etc... If it happens that the business bless the family, the children will work in the company as well and sometimes it put a mental and emotional stress among the children. Mostly due to pressure na boss mo ang magulang mo, or lahat kayong magkakapatid ay boss din at Yung pressure sa negosyo mismo. At sa mga magulang, sa gusto na walang selosan sa mga anak,pantay pantay ang sahod pero when it comes to expertise at pagiging responsible ng mga anak ay hindi naman pare pareho.

Sharing you Prof. Soriano's article entitled
"Fair Should Not Be Equal in a Family-Owned Business"

Enforcing strict equality within a family-owned business can pose significant challenges, especially because family members often bring varying levels of expertise, experience, and commitment to the table.

You may read the full article through our website:
https://wbadvisoryasia.com/articles/fair-should-not-be-equal-in-a-family-owned-business-214?fbclid=IwAR0t47jGELRtmEHsAza8vEtOPWi1IdWdsGoOR_sRuhblyJK0mWs-ApUCbZ8

Thank you!

Enforcing strict equality within a family-owned business can pose significant challenges, especially because family members often bring varying levels of expertise, experience, and commitment to the table.

08/10/2023

It's not given much importance because it's just a paper, but it is something that your future self will thank you for. If you happen to get one, please don't let it lapse. Make it active no matter what. 🙏

It's Life Insurance Consciousness Week! ☀

Life insurance may not be the top purchase that immediately gratifies, but we're sure that this is one of the choices your future self will thank you for.

Still hesitant on getting a life insurance? Connect to a Sun Life Advisor today!

READ MORE ➡ https://sunlife.co/tips-to-start-insurance

06/10/2023

HAPPY TEACHERS DAY!❤️😊

Today, we celebrate our Kasa-Kasama from whom we learned some of life's greatest lessons! 💛

Thank you for your dedication and wisdom, your guidance have always been a light in our path. ✨

Here at Sun Life, we've created efforts to help public school teachers secure their finances via Sun Pera-Aralan. ☀

READ MORE ➡ https://sunlife.co/sun-teachers-day-23

06/10/2023

Enduring family business have one thing in common:they take good care of the business, and in return,the business takes good care of the family." Prof. Enrique Soriano, W+B Advisory Group

Managing a family business is not as easy as 123, either it will make or break a family. Madami tayong nababalitaan na nag away na magkaka mag- anak,magkakapatid dahil sa negosyo or mga Ari a***n. Wealth should bless the family not curse the family. Bakit? May Mali bang nagawa? Or dahil Walang ginawa?

Corporate Governance, Business Succession Planning, Estate Planning and Insurance are not given much importance. Founders of a family business focus more on the day to day operation of the business, they are more concerned about sa transaction, paano kumita, which focus more on survival of the business. Paano if established na ang company? What's next? You might be training your child or children to manage the business, they are next in succession pero usually nagkakaroon ng misunderstanding.

The Yanson family feud is one the sad stories na nangyayari sa totoong buhay. What triggers a mother to disinherit her 4 children? What triggers the children to go against their mother?

I hope someday, madaming founders ang mag take into consideration about Business Succession Planning, Estate Planning, Corporate Governance and Insurance, so that before they will leave this world of ours, they will leave their children at peace and in harmony, not in conflict.

The owner of the Yanson group of companies seeks probate during her lifetime to show a sound mind and free will

05/10/2023

In the intricate web of family dynamics, few conflicts are as emotionally charged and potentially damaging as the father (mother)-son conflict within a family business. When the clash of generations unfolds in a business setting, it can not only threaten the enterprise's stability but also fracture....

27/09/2023

NAGDADALAWANG ISIP KA BA SA PAGPASA NG IYONG NEGOSYO SA IYONG ANAK?

OR NAGKAKAROON BA NG HINDI PAGKAKAINTINDIHAN SA PAG-MANAGE NG NEGOSYO SA PAGITAN NG MAGULANG AT ANAK?

Please read the article. Hope it will help 😊

The word "ambivalence" precisely encapsulates one of the darkest secrets of many founders. This ambivalence often fuels behaviors that lead to countless unsuccessful successions. Take the case of a client who recently passed away, heartbroken. His deliberate delay in naming a successor resulted in d...

26/09/2023

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