Four interconnected disciplines — rarely found under one roof, never behind a sales quota.
Multi-year tax strategy, charitable giving structures, and estate optimization that compound over generations.
From 83(b) elections to pre-IPO tender offers — turning equity grants into lasting, tax-efficient capital.
GRATs, SLATs, dynasty trusts, and family governance frameworks that protect and transfer wealth.
US-China tax treaty navigation, FBAR/FATCA compliance, and coherent planning across two systems.
We serve a small number of families with exceptional thoroughness. Every relationship begins with the full picture.
We start with a full financial inventory — investments, tax history, business interests, estate documents, cross-border exposures. Nothing is addressed in isolation.
Tax, estate, equity, and investment strategy are designed together, not in sequence. The interactions between disciplines are where the most value is created.
Tax law changes, markets move, and families evolve. We monitor continuously and advise proactively — not just when you call.
Multi-generational families with complex planning needs across tax, estate, and investment strategy.
Learn more →Equity-heavy wealth, imminent liquidity events, concentrated positions, and AMT exposure that require specialized expertise.
Learn more →Bicultural priorities, cross-border assets, PRC pension coordination, and US-China estate planning — handled bilingually.
Learn more →Pre-sale tax planning, succession structuring, and the transition from concentrated business capital to diversified personal wealth.
Learn more →Understanding the tax treatment of different equity compensation types can save executives six figures or more at vest and exercise.
Navigating US-China financial complexity requires more than a translator — it demands advisors who understand both systems deeply.
Grantor Retained Annuity Trusts remain one of the most powerful estate planning tools available — even when interest rates are elevated.
No obligation. No product pitch. Just an honest assessment of whether we can help — and how.
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