● Investment Management: Customized investment portfolio that caters each client’s goals, risk tolerance and tax efficiency.
● Income Tax Planning: Proactive instead of reactive planning that enables clients to plan ahead and consistently optimize tax outcome incorporating changes in tax laws and client situations.
● Financial Planning: It’s about helping you reach where you want to be, such as retirement planning, risk management, decision analysis and generational wealth transfer.
● International Expertise: Major differences in income & estate tax and culture between the U.S. and China add a huge amount of complexity to wealth management. We help our international clients navigate through the complexity and make strategic planning that fits each client’s unique situation.