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Legacy & Leadership:
Insights for a Life Well-Planned

Practical wisdom and personal reflections on Wealth Management, Retirement Planning, Estate Planning, Risk Management and Tax Optimization.

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Blogs

Family business succession planning concept showing an older leader passing a torch to the next generation of Filipino business professionals

Passing the Torch: Preparing the Next Generation to Lead

Sarah Songalia receiving a special award during the 5th MAP–SGV NextGen CEO Transformative Leadership Program 2025 ceremony, standing with fellow leaders and organizers on stage.

MAP–SGV NextGen CEO Program, A Transformative Experience

A Filipino family seated around a wooden dining table, with documents, pens, and folders spread out. The mood is serious yet hopeful. A lawyer or financial advisor sits with them, pointing at a paper labeled “Estate Plan.” Warm natural light fills the room, symbolizing clarity and protection.

Estate Planning in the Philippines: Common Mistakes to Avoid

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