Our clients have built, inherited, or earned wealth that requires more than a generalist advisor. They come to us because complexity is exactly what we do — and because they want counsel they can trust completely.
We are a fee-only, fiduciary firm. We do not earn commissions, sell products, or receive referral fees. Our only financial interest is in providing advice that genuinely serves our clients. That structure allows us to focus exclusively on four types of families — each with planning needs that go well beyond a standard wealth management relationship.
We work best when a client's situation has real complexity — tax exposure, cross-border considerations, equity concentration, or a major liquidity event on the horizon.
Multi-generational families whose wealth spans entities, trusts, real estate, and investment accounts — and whose planning needs have outgrown a generalist advisor. We provide comprehensive financial planning, estate structure, and tax strategy as a unified service.
Founders pre-IPO, executives with large RSU grants, and employees navigating their first significant liquidity event. Equity compensation is complicated — the tax decisions made in the months around a vesting or liquidity event can be worth hundreds of thousands of dollars.
Families with financial lives in both the US and China — PRC accounts, property, pensions, or remittances — navigating FBAR, FATCA, and cross-border estate planning. We provide bilingual counsel in Mandarin and English, with deep expertise in US-China financial complexity.
Business owners building toward a sale, succession, or family transfer. The years before a liquidity event are when the most important tax and estate planning decisions get made — or missed. We help owners maximize after-tax proceeds and plan what comes next.
Every client we work with benefits from the same foundational commitment: we are legally obligated to act in your interest, and we earn nothing from the recommendations we make. No commissions. No product sales. No referral arrangements that create hidden conflicts.
This is the fiduciary standard — and it is the minimum we believe every wealth client deserves, regardless of account size.
Our ApproachWe charge a transparent advisory fee and nothing else. No percentage-based insurance commissions, no fund expense sharing, no trailing fees.
As a registered investment adviser, we are bound by the Investment Advisers Act to place your interests above our own. This is a legal standard, not a marketing claim.
We are not affiliated with any broker-dealer, bank, or insurance company. Our advice is not constrained by product shelf limitations or home-office directives.
Most of our clients don't fit neatly into one category. Tell us about your situation — the first conversation is always about the full picture.
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