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Who We Are
Welcome to Leo
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Be A Part of the Leo Wealth Team
Our commitment to our clients starts with our team. As an independent fiduciary, our people are the core of everything we do.
Current Opportunities
More Opportunities
Tax Associate –NY/NJ
For individuals aspiring for a career in tax with more diversity than a typical public accounting firm and the opportunity to work with a multi-disciplinary team.
Director of Philanthropy - US
This role seeks an experienced professional with skills in financial planning, estate planning, tax planning, sustainability and philanthropy. Candidate should be committed to working with senior management to develop the role.
Senior Wealth Associate -US
A client-facing role that offers opportunities for accelerated learning and professional development and is suitable for individuals aspiring for a career as an adviser or as a senior relationship manager
About Our Teams
More Teams
Operations
Our operations teams support all aspects of our services, working closely with tax advisers, wealth management advisers and investment professionals.
Tax
Our tax team works closely with advisers to assist clients with tax planning, as well as tax filing throughout the year.
Investments
We have a dedicated investment team that invests client portfolios and works alongside our advisers to deliver value to clients.
SHOW MORE
Who We Are
Welcome to Leo
Commitment to Clients
Our Team
Working Here
Giving Back
Who We Serve
Individuals & Families
Global Citizens
American Citizens
British Citizens
Australian Citizens
Business Owners & Entrepreneurs
Family Offices
Investing for Women
What We Do
Wealth Management
Tax & Estate
Investments
Cross Border
Insurance
Insights
Contact Us
Subscribe
CLIENT LOGIN
Morningstar
Canopy
eMoney
GLOBAL
Please select your country of residence : :
I reside in the United States
I reside outside of the United States
I speak Chinese 我说中文
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