NewstarWealth is proud to sponsor the SKAITUBE Challenge simulated stock & crypto trading competition! SKAITUBE is a social venture focused investing and financial literacy for teens and Gen Zs. It's unique Discord platform integrates simulated stock & crypto trading games, stock & crypto research, 24/7 streaming financial news and community chat all-in-one. Membership is free. Check them out: www.SKAITUBE.com
Recently, our team has strengthened its U.S. planning practice by assisting various clients on U.S. domestic trusts including IDGTs (Intentionally Defective Grantor Trust), BDIT (Beneficiary Defective Inheritor's Trust), GRATs (Grantor Retained Annuity Trust) and other complex trust, estate and financial planning methodologies. NewstarWealth focuses on both cross-border and U.S. domestic financial planning for HNW business owners, assisting owners to contemplate their operating business in a family trust.
Bert is currently President of Pearsall Global Consulting LLC and joins NewstarWealth as a new Member Partner. He has over 33 years of experience in Investment Management and Banking serving high net worth clients and families. Bert was previously Senior Vice President and Regional Director of BB&T Wealth. Bert brings a wealth of experience to NewstarWealth clients in US financial planning. Welcome Bert!
NewstarWealth welcomes Joanne Sweetman as part of the team! Joanne began her career at Deloitte and brings a wealth of experience in U.S. and cross-border tax accounting. She is a Certified Public Accountant (CPA) and a member of the AICPA. She specializes in assisting U.S. and Non-U.S. clients with their U.S. tax filing and compliance requirements.
NewstarWealth was invited to attend a special art exhibit in Shanghai by autistic children, supported by the Special Olympics. Mr. Gregory Wang is pictured here with Ms. Freda Fung, the Regional President and Managing Director of Special Olympics East Asia. The Special Olympics is seeking to attract participation and support for its programs and competitions in China. Such a worthy cause and great effort...!
NewstarTrust to provide high quality corporate formation and annual maintenance services to our clients!
NewstarTrust LLC was established to provide comprehensive corporate formation and annual maintenance services to clients of NewstarWealth. Please visit us at: www.newstartrust.com
NewstarWealth welcomes Doris Hsu as Of Counsel. Doris brings a wealth of experience in U.S. and cross-border tax, trust and succession planning. She is a U.S. tax trained lawyer with over 20 years of experience advising individuals and businesses on the U.S. tax ramifications of their transactions. Doris is a practicing attorney, member of the American Bar Association with Bar admissions to the State of New York and the U.S. Tax Court.
NewstarWealth’s first Member Partner meeting was held in Shanghai, China on March 16, 2019. We had a full day’s conference on market development and modern financial planning techniques. Fantastic get together!
China has no inheritance or gift tax. But is this really true? Please download our commentary to learn more. (Chinese and English)
NewstarWealth focuses on providing custom-tailored financial planning advice to global individuals and their Family Corporations.