Our Purpose is

to provide exceptional, custom-tailored financial planning advice to global Individuals and their Family Corporations. Our clients include working professionals, business owners and high-net worth individuals and their family companies. We specialize in cross-border financial planning with an emphasis on integrating personal and business wealth management strategies.  Our philosophy is simple: "Understand the problem(s)". Understanding the where, why, when and how (and sometimes who) of the problem is usually the master key to unlocking the right solution. Our work approach is to help clients (i) make more money on their personal and business assets, (ii) reduce unnecessary costs (iii) factor risk and stem liabilities. We focus on the details of balancing these three factors to achieve wealth preservation for this generation and the next. Specifically, we serve as a private advisor and function as a multi-family office. We advise clients on multiple areas of our broad expertise.

Private Family Advisor
Planning Areas:
(1) Family Business
(2) Trust design
(3) Legacy Planning
(4) Investments
(5) Cross Border
Family Office Function:
​ - Minimize tax
 - Asset protection
 - Generation transfer
 - Business restructure
 - Investment oversight

Comprehensive Experience:

Global Planning

• Cross-Border HNW focus
• Multi-Family Office services
• Personal Net Asset Planning
• Business asset - risk focus

Trust and Estates

• Trust design and structure
• Generational / Legacy plan
• Estate tax / insurance strategy
• Trust Protector role

Investments

• Macro strategy advice
• Managment & monitoring
• Special High Net Worth Needs
• Investments for Charities

Corporate Advice

• M&A / strategic advisory
• Buy / Sell owner agreeements
• Venture / Real Estate advisory
• Pre-IPO plan / preparation
Please click here for our introduction to Next Generation Planning for Global Chinese Families.