Leo Wealth is a leading independent global wealth advisor, formed by the merger of three powerhouse firms: The Capital Company, LeoGroup and BFT Financial Group.
With offices in Hong Kong, New York, New Jersey and Dallas, our wealth professionals provide comprehensive expertise and personal guidance to support both private clients and companies. We support global citizens through their journey to achieve wealth creation and protection across borders. Our bespoke offerings include holistic wealth management, global tax planning, cross border estate planning, alternative investments and global portfolio strategies.
We are 100% independent, owned and operated by a diverse group of equity partners who came together over shared values of providing trusted advice, international expertise, and personal commitment to do better for clients. We believe our independence is one of our strongest assets, and our people are what make us special. Every day we commit our energy, expertise, and initiative to the preservation of wealth, the growth of capital and the creation of value. We work together on a foundation of trust, transparency, and accountability.