Global Citizens

Uncover the impact of the Corporate Transparency Act (CTA) on private entities and navigate the new reporting requirements to ensure compliance.

Leo Wealth President, Jessica Cutrera discusses strong client relationships, and prudent actions in the face of market turbulence.

Russia launched a full-scale attack on Ukraine last week. After five days of heavy fighting whereby Russia initially focused on military targets, the attacks seem to have broadened.

The seemingly never-ending outperformance of US stocks vs. the rest of the world has investors wondering if they should throw in the towel on global and simply go with “made in America” for good.

We often meet people whose financial plan has gone wrong, not for lack of good intentions, but for lack of good advice.

Enterprise Investment Schemes (EIS) Enterprise Investment Scheme (EIS) relief can be a useful tool for clients that have UK Income tax or Capital Gains tax liabilities. The relief is a government plan…

We are entrepreneurs ourselves, having built Leo Wealth from years of experience in institutional financial services.  We knew we could direct our passion for client service into a better, more flexible offering…

The financial planning needs of Americans living abroad are often very complex. While these can vary dramatically between families, we’ve compiled a top ten list that will be relevant to most families…

Financial planning is vital to wealth accumulation, no matter the gender. However, it is essential that women in Hong Kong save more money than their male counterparts for several reasons. Unfortunately, women…