6
Years Operating
310+
Families Served
4.7
Average Rating
94%
Satisfied Participants
What Participants Say
Testimonials from Heirpath Families
Priya Watcharakorn
Sukhumvit, Bangkok
I enrolled in the reading course somewhat sceptically — I thought I already knew the general shape of estate administration from conversations with our lawyer. The course corrected that. The gap between what I assumed I knew and what I actually understood turned out to be substantial. Our next meeting with our adviser was noticeably more productive.
Estate Concept Reading Course — April 2025
David Lim
Sathorn, Bangkok (Singapore-based originally)
The record-keeping consulting was the right choice for us — we had documents spread across three countries and no system at all. Marcus was very practical: no jargon, no lecture, just a clear structure that we could actually maintain. My one wish is that we could have had a follow-up session six months in to refine the system once we had tested it in practice.
Family Record-Keeping Consulting — March 2025
Noonjun Tawatchai
Silom, Bangkok
I have been on the Annual Bundle for fourteen months. The quarterly mailings are genuinely well curated — not excessive, not superficial. The two Bangkok sessions have been the most useful part for me: an hour and a half of structured conversation that consolidates what I have been reading. Worth the full year's price for those sessions alone.
Annual Estate Concepts Bundle — Ongoing since March 2024
Sophie Beaumont
Thonglor, Bangkok (French national)
As an expat with assets in France and Thailand, I was overwhelmed by the sheer complexity before I started the reading course. Heirpath does not resolve that complexity — they are educators, not lawyers — but by the end of the programme I had a much cleaner picture of what questions I needed to be asking and who I needed to ask them to. That alone was worth ฿4,200.
Estate Concept Reading Course — April 2025
Krittaya Pongpanich
Chatuchak, Bangkok
I came to the consulting engagement with a pile of physical folders that made no sense as a system. The first session was mostly listening — which I appreciated. By the third session we had a folder structure I could explain to my mother in ten minutes. The Reference Document they produced at the end has already been updated twice as our situation has changed.
Family Record-Keeping Consulting — February 2025
Robert Hannigan
Ekkamai, Bangkok (Irish national)
I have renewed the Annual Bundle for a second year. The slow pace is the point — if I had tried to absorb all of this in a single course I would have forgotten most of it. The quarterly mailing format keeps the topic alive without demanding too much time. Siriporn's reflection sessions are excellent — thoughtful, not prescriptive.
Annual Estate Concepts Bundle — Year 2 renewal, January 2025
Detailed Accounts
Case Studies
Case Study 01 — Family Record-Keeping Consulting
The Dual-Nationality Family with Three Decades of Unsorted Documents
The Situation
A Bangkok-resident couple — Thai wife, British husband — had thirty years of property documents, insurance policies, account statements, and family correspondence spread across physical folders, a shared hard drive, email inboxes, and a filing cabinet at a UK address. Nothing was labelled consistently. A parent's recent health scare had made the disorganisation feel urgent.
What Heirpath Did
Three consulting sessions over six weeks. The first session mapped the current situation. The second designed a three-tier folder structure (Thailand assets / UK assets / Family administration) with consistent naming conventions. The third session reviewed the draft structure against the couple's actual documents and produced the final Reference Document in both English and a Thai summary appendix.
The Outcome
The couple implemented the system over three weekends. Their Thai solicitor subsequently commented that the documentation presented to her was among the most organised she had received from a private family. The annual review checklist has been completed once since the engagement closed.
"We came in embarrassed about the chaos. We left with a system our children could navigate."
Case Study 02 — Estate Concept Reading Course
A First-Generation Wealth Holder Who Had Never Thought About What Comes After
The Situation
A Bangkok-based business owner in his early fifties had built significant assets over two decades but had never opened a conversation about estate administration with his family or his accountant. He described himself as "intimidated by the vocabulary" and uncertain where to begin.
What Heirpath Did
He enrolled in the reading course, working through the materials over seven weeks. He submitted questions by email after each reading unit — about twelve questions in total, all answered within a day. The self-assessment at the end highlighted two areas where his understanding was still partial, which he flagged to his accountant at their next meeting.
The Outcome
Six months after completing the course, he enrolled in the Annual Bundle to sustain the reading habit. He has since arranged a formal estate review with a Thai law firm — a conversation he had deferred for years.
"The course did not make me an expert. It made me capable of having a real conversation."
Case Study 03 — Annual Estate Concepts Bundle
A Retired Couple Using the Bundle as a Joint Reading Project
The Situation
A retired Australian-Thai couple in Bangkok wanted to approach estate planning as a joint family exercise rather than a task delegated to one partner or an adviser. They had time but preferred structure — something to read together at a pace that allowed for conversation.
What Heirpath Did
The Annual Bundle suited the couple's approach exactly. They read each quarterly mailing together, using it as a prompt for family discussion rather than individual study. The two Bangkok sessions became their "checkpoint conversations" — a structured way to surface questions that had emerged from the reading over the previous six months.
The Outcome
After completing their first bundle year, both partners felt sufficiently oriented to begin a formal estate review with an Australian-Thai law firm. The firm's adviser noted that their questions were "unusually specific and well-organised." They are now in their second bundle year.
"We finally feel like we understand what we are talking about when the subject comes up."
Reach Us
Contact Details
Phone
+66 2 612 4378Address
105 Ratchadamri Road, Lumphini
Pathum Wan, Bangkok 10330
Office Hours
Mon–Fri 9:00–17:30
Sat 10:00–13:00
Professional Standards
Credentials & Standards
Registered Thai Company
VAT registered, invoices issued for all services
PDPA Compliant
Client data handled under Thailand's Personal Data Protection Act
Adult Education Trained
Lead educator holds a postgraduate qualification in adult learning design
Written Scope Always
Scope letter issued before payment is taken for every engagement
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