Online Event May 13th (Wed) 19:00! For the Affluent Who Find 'Just Protecting' Unsatisfactory — A 'Wealth Management & Inheritance' Strategy for No Regrets
Gentosha Gold Online will host a free webinar on May 13th for wealthy individuals, featuring Masato Sonobe of Investance Wealth Management, on integrating inheritance planning with proactive asset growth.
📋 Article Processing Timeline
- 📰 Published: April 23, 2026 at 00:00
- 🔍 Collected: April 23, 2026 at 00:02 (2 min after Published)
- 🤖 AI Analyzed: April 24, 2026 at 04:50 (28h 48m after Collected)
Gentosha Gold Online Inc. (Headquarters: 2-30-1 Sendagaya, Shibuya-ku, Tokyo, Benesse Building 2F; CEO: Masataka Yamashita) will host a free webinar featuring Mr. Masato Sonobe, CEO of Investance Wealth Management Inc.
In this webinar, Mr. Masato Sonobe, who possesses three practical experiences—financial engineering, as an actuary, and as a futures dealer managing a 4 billion yen scale—will explain in an easy-to-understand manner the integrated strategy of inheritance planning and asset management that wealthy individuals should practice in 2026.
Event Outline
Theme: Asset Management
Date and Time: Wednesday, May 13, 2026, 19:00–20:00
Participation Fee: Free
Venue: Online (Live streaming)
Click here for seminar details
Planned Content
Do you feel somewhat unsatisfied with asset management that is merely about "just protecting"?
"I don't want to waste a single yen. But I want to increase it more." The responsibility of passing on assets to the next generation, coupled with the desire to grow them further during one's own lifetime. These two challenges are inherently inseparable.
However, in general inheritance and succession scenarios, the "defensive" aspects, such as reducing tax costs and protecting assets, tend to be the focus of the discussion.
For wealthy individuals moving asset scales of 100 million to 2 billion yen, it goes without saying that "defense" anticipating succession is necessary; however, at the same time, there is a reality that an "offensive" perspective to further accelerate assets is indispensable.
If you are currently taking some measures but still have a lingering, endless anxiety of "Have I really done everything I can?", it might not be a problem with the quantity of measures, but rather that the overall design (roadmap) integrating "offense" and "defense" is not functioning.
Particularly for the stratum with an asset scale of 100 million to 2 billion yen, there is a structural background where a unique "investment mismatch" is likely to occur.
Private banking services targeting individuals with assets in the billions or more primarily prioritize "not decreasing assets," and the fee structure is generally linked to the asset balance.
On the other hand, it is not uncommon for individuals in this stratum to have the need of "wanting to increase it further." The reason they feel a "misalignment with their own goals" while using existing services lies in the fact that this gap between asset scale and purpose is left unaddressed.
Mr. Masato Sonobe, CEO of Investance Wealth Management Inc. and the instructor for this seminar, majored in financial engineering at Waseda University Graduate School and worked as a mathematical professional (actuary) drawing up product blueprints at a foreign-affiliated insurance company. From that experience, he is thoroughly familiar with the fundamental structure of financial products.
Furthermore, after that, as a futures trading dealer moving funds on a 4 billion yen scale in the investment department, he accumulated practical combat experience in asset management at the forefront of the market.
Analytical skills to decipher the structure of financial products, practical combat experience in the market, and practical knowledge specialized for the wealthy.
Because he possesses these three perspectives, he can provide and explain in an easy-to-understand manner the "asset strategy that wealthy individuals should practice in 2026," which is not just a general theory.
Target Audience for the Seminar
● Those who hold assets of 100 million to less than 2 billion yen and wish to achieve both the "expansion" and "defense" of their assets simultaneously.
● Those who have considered private banking but feel a vague mismatch.
● Those who have started inheritance planning but are anxious about whether "this is really enough."
● Business owners and individuals who want to run convincing "offensive investments" in parallel with "protecting assets."
● Those who want to smoothly pass on their increased assets to the next generation.
Seminar Content
◆ Can you see the "goal of inheritance planning"? Examples of failures caused by prioritizing schemes without an overall picture.
◆ How to choose the "appropriate service" matching the asset scale.
◆ Wealth formation strategies for the affluent to still increase their assets.
◆ Inheritance measures you should take now to protect your assets through to the next generation.
* We accept reservations for free consultations for seminar participants.
(Online interview via ZOOM)
Instructor Profile
Masato Sonobe
CEO, Investance Wealth Management Inc.
After graduating from the Graduate School of Fundamental Science and Engineering at Waseda University, he joined a foreign non-life insurance company as an actuary (*), where he was involved in product design and financial analysis for fire insurance, etc.
After that, utilizing the knowledge of stock and derivative investments he had accumulated since his university days, he worked as a futures trader in the proprietary trading department of a trading company.
Leveraging his experience in real estate investment during his time at the insurance company and his own knowledge of insurance, he established an "insurance agency exclusively for real estate investors."
He expanded it to a scale of over 1,000 policyholders and over 2,000 policies in force.
In May 2021, to provide all of his accumulated knowledge in insurance and investment, he established Investance Wealth Management Inc.
In this webinar, Mr. Masato Sonobe, who possesses three practical experiences—financial engineering, as an actuary, and as a futures dealer managing a 4 billion yen scale—will explain in an easy-to-understand manner the integrated strategy of inheritance planning and asset management that wealthy individuals should practice in 2026.
Event Outline
Theme: Asset Management
Date and Time: Wednesday, May 13, 2026, 19:00–20:00
Participation Fee: Free
Venue: Online (Live streaming)
Click here for seminar details
Planned Content
Do you feel somewhat unsatisfied with asset management that is merely about "just protecting"?
"I don't want to waste a single yen. But I want to increase it more." The responsibility of passing on assets to the next generation, coupled with the desire to grow them further during one's own lifetime. These two challenges are inherently inseparable.
However, in general inheritance and succession scenarios, the "defensive" aspects, such as reducing tax costs and protecting assets, tend to be the focus of the discussion.
For wealthy individuals moving asset scales of 100 million to 2 billion yen, it goes without saying that "defense" anticipating succession is necessary; however, at the same time, there is a reality that an "offensive" perspective to further accelerate assets is indispensable.
If you are currently taking some measures but still have a lingering, endless anxiety of "Have I really done everything I can?", it might not be a problem with the quantity of measures, but rather that the overall design (roadmap) integrating "offense" and "defense" is not functioning.
Particularly for the stratum with an asset scale of 100 million to 2 billion yen, there is a structural background where a unique "investment mismatch" is likely to occur.
Private banking services targeting individuals with assets in the billions or more primarily prioritize "not decreasing assets," and the fee structure is generally linked to the asset balance.
On the other hand, it is not uncommon for individuals in this stratum to have the need of "wanting to increase it further." The reason they feel a "misalignment with their own goals" while using existing services lies in the fact that this gap between asset scale and purpose is left unaddressed.
Mr. Masato Sonobe, CEO of Investance Wealth Management Inc. and the instructor for this seminar, majored in financial engineering at Waseda University Graduate School and worked as a mathematical professional (actuary) drawing up product blueprints at a foreign-affiliated insurance company. From that experience, he is thoroughly familiar with the fundamental structure of financial products.
Furthermore, after that, as a futures trading dealer moving funds on a 4 billion yen scale in the investment department, he accumulated practical combat experience in asset management at the forefront of the market.
Analytical skills to decipher the structure of financial products, practical combat experience in the market, and practical knowledge specialized for the wealthy.
Because he possesses these three perspectives, he can provide and explain in an easy-to-understand manner the "asset strategy that wealthy individuals should practice in 2026," which is not just a general theory.
Target Audience for the Seminar
● Those who hold assets of 100 million to less than 2 billion yen and wish to achieve both the "expansion" and "defense" of their assets simultaneously.
● Those who have considered private banking but feel a vague mismatch.
● Those who have started inheritance planning but are anxious about whether "this is really enough."
● Business owners and individuals who want to run convincing "offensive investments" in parallel with "protecting assets."
● Those who want to smoothly pass on their increased assets to the next generation.
Seminar Content
◆ Can you see the "goal of inheritance planning"? Examples of failures caused by prioritizing schemes without an overall picture.
◆ How to choose the "appropriate service" matching the asset scale.
◆ Wealth formation strategies for the affluent to still increase their assets.
◆ Inheritance measures you should take now to protect your assets through to the next generation.
* We accept reservations for free consultations for seminar participants.
(Online interview via ZOOM)
Instructor Profile
Masato Sonobe
CEO, Investance Wealth Management Inc.
After graduating from the Graduate School of Fundamental Science and Engineering at Waseda University, he joined a foreign non-life insurance company as an actuary (*), where he was involved in product design and financial analysis for fire insurance, etc.
After that, utilizing the knowledge of stock and derivative investments he had accumulated since his university days, he worked as a futures trader in the proprietary trading department of a trading company.
Leveraging his experience in real estate investment during his time at the insurance company and his own knowledge of insurance, he established an "insurance agency exclusively for real estate investors."
He expanded it to a scale of over 1,000 policyholders and over 2,000 policies in force.
In May 2021, to provide all of his accumulated knowledge in insurance and investment, he established Investance Wealth Management Inc.