Your Wealth.
Our Responsibility.
Comprehensive services and personal guidance on tax preparation, estate planning, investments, and insurance for a clear financial future.
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WHO WE ARE
Welcome to Leo Wealth, a comprehensive wealth management firm with offices in Asia and the United States.
TAX PLANNING & PREPARATION
Calling on our deep understanding of global tax policy and planning, we deliver strategies to help manage tax liabilities.
INVESTMENTS
Our aim is to help clients preserve and grow their wealth via a suitable long-term investment strategy.
WEALTH MANAGEMENT
Unlocking your wealth’s potential, we simplify your finances, cultivate your legacy and help grow what you’ve worked hard to build.
AMERICANS ABROAD
Americans living internationally have specific concerns. Our team can provide a clear way forward.
CROSS BORDER SERVICES
Solving the complexity of international living and working.
INSURANCE
Providing comprehensive risk management strategies to protect you and your family in times of change.
Recession Fears Are Rocking Markets
Market corrections are tough to experience, but it is important to remember two things. They are not permanent, and after night comes the dawn.
Monthly View June 2022: Brighter Days Ahead
Our June market assessment covers the global economic cycle, U.S. rates and households, China's policy impact on their economy, and portfolio actions.
Leaning on Equity Income Strategies as an Inflation and Volatility Hedge
We see both tactical and secular demand for equity income equities, particularly as a hedge against inflation and market volatility episodes.
Estate Plans Using A Credit Shelter Trust Structure
Everyone needs to do some estate planning; however, appropriate methods and plans are often quite different. The focus of this article is the sometimes-unnecessary use of a bypass trust also called a Credit Shelter Trust
The Evolution of Digital Asset Investing
The rise of cryptocurrency and digital assets is too big to ignore. We discuss the basics of digital assets, hurdles for adoption, and the investment implications for this emerging asset class.
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OUR APPROACH TO INVESTING
In following a systematic and research-driven process, we strive for consistent results that investors can understand, and stick with, even during challenging market environments.
GLOBAL SUSTAINABLE EQUITY (TAX AWARE)
A core, globally diversified equity strategy that uses ETFs to own the market at low cost. A standard bearer for time in market, rather than timing the market - this strategy is at the core of many of our clients' portfolios.
ASIA LEADERS
A high conviction stock portfolio targeting leading Asian stocks. As Asia transitions from an export manufacturing hub to a global driver of consumptions, Asia's leaders today may become the global leaders of tomorrow.
GLOBAL SUSTAINABLE FIXED INCOME (TAX AWARE)
A fixed-income only portfolio that aims to deliver a solid risk-adjusted yield for investors with relatively low risk appetite.
INFLATION-HEDGED COMMODITIES (TAX AWARE)
A diversified allocation to commodities, to provide an inflation benefit and to diversify portfolios from traditional stock and bond exposures
US REITS
Buy land, they're not making it anymore. A diversified portfolio of US listed real estate that seeks to generate a yield higher than the broader equity market.
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