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Thomas Y. Lu, CFP®

Based in Tokyo, Thomas is responsible for overseeing the Japan office’s operations and business development globally. He specializes in providing Leo Wealth’s Tax & Estate advisory services to Global Citizens. These services include cross-border estate planning and financial planning services to High Net Worth individuals and families.

Prior to Leo Wealth, Thomas led the Personal Financial Services practice at PwC Tax Japan in Tokyo. At PwC, he provided comprehensive personal financial consulting services to High Net Worth individuals, family offices, and expatriates in Japan. He has accumulated over 15 years of professional experience in the areas of cross-border gift and estate planning, retirement planning, and income tax planning. He also has expertise in US/Japan individual income tax compliance.

Thomas received his Bachelor’s degree, cum laude, in Finance from Boston College and an MBA from Rutgers University. He also earned his Financial Planning certification from New York University and is a US Certified Financial Planner.

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