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.
Our aim is to help clients preserve and grow their wealth via a suitable long-term investment strategy.
Unlocking your wealth’s potential, we simplify your finances, cultivate your legacy and help grow what you’ve worked hard to build.
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.
Providing comprehensive risk management strategies to protect you and your family in times of change.
Monthly View August 2022
Is a summer rally in store if the U.S. is already in a recession? We discuss this question and several other topics, from corporate earnings and equity valuations to global economic and political impacts, in our monthly view.
Japanese Capital Gains Tax for Foreigners
Japanese nationals pay tax on worldwide capital gains, regardless of asset location. The tax treatment for foreigners varies based on their residency status and the source of their income.
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.
Weekly Insights: Jobs & Chips
This week we discuss what impact will the CHIPS for America Act have and what the labor market may mean for inflation.
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
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.
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.
A diversified allocation to commodities, to provide an inflation benefit and to diversify portfolios from traditional stock and bond exposures
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.