WELCOME TO LEO
A new chapter for The Capital Company, LeoGroup and BFT Financial Group.
Unlocking your wealth’s potential, we simplify your finances, cultivate your legacy and help grow what you’ve worked hard to build.
Proprietary strategies across public and private markets to ensure your money is working for you.
Specialized advice from wealth management to estate planning for your international lifestyle.
TAX & ESTATE
Calling on our deep understanding of global tax policy and planning, we deliver strategies to help manage tax liabilities.
LATEST MONTHLY VIEW
Our monthly digest of the market environment, asset performance and our portfolio actions.
IN THE NEWS
Industry insights from prominent news sources featuring our team and updates on what's new with Leo Wealth.
Monthly View May 2022: Between A Rock and A Hard Place
2022 has not been a good year for investors. Slowing growth, surging inflation, monetary tightening, high energy prices, and a war in Europe. Are there brighter days ahead?
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.
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
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.
Financial Planning in 2022: What You Should Know to Manage Your Tax Burden
Have you gone beyond the general "save more" or "pay down debt" goals? It’s a good annual resolution to review current allocations as 2022 may present new investment options.
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.
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
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.