You are a globally-minded US citizen living in Asia and require help in making smart decisions around your financial future.
You may be starting to plan for your children’s future, contemplating your legacy, concerned about the tax implications of your investments, or facing other challenges associated with your personal wealth – all of which are more complex as a US citizen living in Asia.
Whatever your financial ambitions, issues or concerns, we can help you to formulate a global wealth and investment strategy that is tax-efficient, compliant and aligned with your overall objectives.
From our Hong Kong office we deliver a range of services tailored to the needs of US citizens in Asia. We also work with your existing trustees or financial advisors to implement tax-efficient and personalized investment solutions.
Our founding partners have considerable experience, expertise and knowledge working with US clients that face many of the same challenges in managing their complex affairs across two continents. They are US expatriates themselves and lived and worked in the US and London before relocating to Hong Kong. They understand first-hand how complicated and dynamic the issues are for their clients, and they are passionate about facilitating a straightforward and tax-efficient solutions for them.