Who We Are

Your Wealth. Our Responsibility.

Home / Who We Are

Welcome to Leo Wealth, a comprehensive wealth management firm with offices in Asia and the United States, serving Americans abroad as well as cross-border families in over 30 countries. Our diverse team of over 50 professionals delivers personalized, and comprehensive solutions to clients at every stage of life and wealth.

We built our firm based on a passion for client care. As a boutique firm with a global footprint, we are uniquely positioned to customize our engagements to the precise needs of our clients and to deliver a wide range of services and support in-house.

Our services include strategic tax planning and preparation, estate, cross-border, retirement and residency planning, investment management and insurance services, as well as outsourced CFO, CIO, Operations and Project Director services. In addition to our in-house capabilities, we have a strong network of partners to ensure we provide best practice, proactive and long-term solutions to complex problems.

We are 100% independently owned and operated, devoting our energy and expertise to all aspects of wealth management via a long-term personal partnership with clients.

Our History

Owned and operated by an international group of dedicated partners.


Dallas Fort Worth

BFT established as a Registered Investment Advisor (RIA) by Sammy Tally, Steve Freeman and Buddy Butler.


Dallas Fort Worth

PPC established as an RIA by Stephen Tally to offer financial planning platform to CPAs and tax professionals.


Dallas Fort Worth

PPC and BFT merge to create BFT Financial.


Hong Kong

EXS Capital established as independent asset management firm by Jessica Cutrera and partners.


New Jersey

LeoGroup is established by Matthew Allain to provide Family Office and Wealth Management services.


New Jersey

LeoGroup engineers one of the largest cryptocurrency transactions at the time – a Stradivarius purchase within one of its affiliated funds.


Hong Kong

Caidao Wealth established by Harmen Overdijk and Lodewijk Lamaison.



Jachin Capital established as an independent asset management firm by Joyce Woo. 


Hong Kong

EXS Capital and Caidao Wealth practices merge to create The Capital Company, a holistic wealth management firm for Global Citizens in Asia.


New York

LeoGroup opens New York office at Rockefeller Center.



The Capital Company and BFT Financial merge to create a global wealth management firm spanning the US and Asia.



LeoGroup, BFT Financial Group and The Capital Company merge to become Leo Wealth, providing comprehensive Family Office, Investment, Wealth Management and Tax Strategies services to Global Citizens everywhere.



Leo Wealth expands its footprint with a new office in Japan to keep up with the demand for tax and advisory services.



Leo Wealth acquires Jachin Capital, expanding its footprint in Asia.