Wealth Management

Every client is unique.  As true fiduciaries and stewards of your wealth, it is our responsibility to craft a wealth management plan tailored to the individual needs of you and your family.

Your team of advisers at Leo Wealth includes highly experienced tax, planning, estate, and investment professionals with decades of experience servicing families. 

Financial Planning

Comprehensive financial planning means considering all aspects of wealth and integrating tax, insurance, investments, and goals. By combining technology and custom analysis based on experience, our team will work with you to plan across a variety of areas, including:

  • Investment planning
  • Income and estate tax planning
  • Risk analysis and risk management
  • Cash-flow analysis
  • Personalized financial modeling
  • Estate and legacy planning
  • Retirement planning
  • Cross-border financial, tax, and investment planning
  • Insurance analysis

Global Advice

We serve families around the globe, tailoring planning and investments to include the right international considerations. Our team includes professionals with deep expertise in planning for the U.S., Japan, the U.K., Australia, Hong Kong, Singapore, and much of Europe. We help families of all sizes create impactful plans for their global needs, including:

  • Investment planning & portfolio services
  • U.S. and international estate planning
  • Tax strategies & preparation
  • Risk management
  • Integrated benefits & compensation services
  • Currency planning
  • Cross-border pension advice
  • Cross-border insurance needs

Family Office & CFO Services

We built our firm to meet the changing needs of high-net-worth and ultra-high-net-worth families. We offer a suite of diverse services that adapt over time as a family’s needs evolve. With our global footprint, we are uniquely positioned to support families and the complexity of family office infrastructure across jurisdictions. Our unique network creates opportunities for sharing of ideas and best practices, as well as connecting families with shared interests.

We serve as a single point of contact for our families, coordinating with tax, legal, and other advisors. Our services include:

  • Consolidated reporting
  • Administrative & accounting support
  • Budgeting & cash flow planning
  • Bill pay services
  • Philanthropy
  • Wealth transfer & business succession planning
  • Family governance & family constitution planning
  • Financial counseling
  • Alternative investments
  • Outsourced CFO/CEO/CIO services
  • Entity administration
  • Concierge services

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