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Our Services

Your money is personal. You need personalized strategies that preserve and grow your wealth through each unique stage of life. Whether it’s your first step or you’re far into your journey, together we will build your path to financial security and prosperity.

 

Explore a world of comprehensive wealth management with LEO Wealth, designed exclusively to meet your unique needs.

 

Experience the benefits of working with independent fiduciaries, committed to acting in your best interests.

Wealth Management

As stewards of your wealth, we design a wealth management plan that meets your current objectives and adapts to the changes that inevitably arise over time.

 

Wealth management done right takes everything into account: account structures, legal protections, investment plans, and insurance all reflecting your values and estate planning goals while working in sync to provide the appropriate path forward in the decades to come.

Investments

We use a transparent and systematic process tailored to your unique needs and objectives. Our dedicated investment team employs research-driven methodologies, aiming for consistent results that you can understand and stick with, regardless of market conditions.

 

We prioritize aligning your investment portfolio with your values and risk tolerance, contributing to the growth and preservation of your wealth. Our investment managers work closely with financial and estate planners to ensure your goals and values are in sync.

Tax Planning & Preparation

Navigate the complex terrains of global taxation with our adept in-house tax teams. We tackle intricate tax issues with a comprehensive approach, backed by extensive industry experience. Catering to both individual and corporate clients worldwide, we liaise directly with local tax authorities across multiple continents.

 

Our bespoke estate planning takes into account your unique goals and circumstances, integrating tax considerations. Whether it’s dealing with expatriate clients, executives working overseas, or families with dual citizenship, we aim to provide a comprehensive solution that safeguards and transfers your legacy seamlessly.

Insurance

We build robust risk management strategies designed to safeguard you and your family through times of transition and across generations. Our tailor-made insurance planning solutions are fully integrated with your existing financial, wealth, and estate plans, providing a holistic planning approach for your legacy.

 

Our in-house team provides life advisory, disability insurance, and long-term care advisory services, catering to high-net-worth clients facing complex planning issues.

Retirement Planning Services

Managing a company’s retirement plan and ensuring compliance is a demanding task. We aim to handle the plan so you can focus on your business.

 

Our expert team collaborates with companies to create appealing employee benefit plans, reduce fiduciary risk, and minimize administrative load. Through efficient digital solutions, your employees can easily manage their finances, access educational resources, and make informed decisions.

 

We assist businesses of all sizes by guiding employers and supporting employees on their path to financial well-being. Our consulting services cover all facets of retirement plans, including governance, investments, daily operations, education, and plan design.

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