About You
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.
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.
Select the area you are interested in
Wealth Management for Americans
Tailor made strategies for Americans that consider their complex tax concerns.
Working with financial intermediaries
Supporting institutions, trusts and foundations with discretionary asset management solutions.
Impact and sustainable investing
Expressing your personal values by making sustainable investment choices.
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