Book Intro Call
Client Cases · Anonymized

Real Stories We've Walked

Every family and enterprise sits in a unique context. Below are real cases, shared with client consent and with identifying details removed.

These three are translated from the Chinese originals. Our full case library is in Chinese.

The fire took the factory, but not the rest of the owner's life
Enterprise · Risk
On that fire, that RM 300,000, and nine months of waiting

The fire took the factory, but not the rest of the owner's life

During a business risk review, a manufacturing owner resisted an RM 300,000 insurance budget. Nine months later, his factory caught fire. After a nine-month claims process, he wrote to tell us that the premium was the cheapest lesson of his years in business.

Total premium
RM 300,000
Claim paid
RM 7.5 million
Claim duration
9 months
Loss 9 months after cover began · 9-month claims process
Read full →
The promise behind 3,500 employees
Enterprise EB
An RM 7 million EB policy is more than a number. It is a company's responsibility to its people.

The promise behind 3,500 employees

Six years ago, a large company entrusted our team with the benefits programme for its 3,500 employees. Staff have turned over, HR leaders have changed, the market has been through a pandemic and rate rises, and the programme has kept serving 3,500 families. That is not a sales record. It is six years of execution, service and accumulated trust.

Employees covered
3,500
Premium size
RM 7M
Years together
6
Since signing · Now in year 6 of service
Read full →
The day I sold my company, I thought I was free. Then I found I had only started learning
Family Office
On the three months after a founder's RM 80M exit

The day I sold my company, I thought I was free. Then I found I had only started learning

Twenty years of work, and an exit worth more than RM 80M. What he didn't expect was that the real test of his judgement wasn't building the business, but the three months after cashing out. A founder writes about learning all over again what it means to own something.

Exit size
RM 80M+
Planning period
3 months
Years together
4
3 months of planning after the exit · 4 years together
Read full →
Does any of this resonate?

Every family and enterprise sits differently — 30 minutes to map yours.

Start a conversation →