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.