We are delighted to introduce Leo Wealth, a leading independent global wealth advisor formed from the merger of The Capital Company, LeoGroup and BFT Financial. The merger has been approved by FINRA in the US and the SFC in Hong Kong.

As Leo Wealth, our holistic approach to wealth management features:

• Global reach with offices in Hong Kong, New York, New Jersey and Dallas Fort Worth
• Substantial industry experience of 45 wealth management professionals
• Expertise across tax and estate planning, alternative investments and global portfolio strategies
• Strong and long-lasting relationships with a diverse range of clients, including both individuals and organizations across borders

For us, the most important thing in making the decision to embark on this next chapter together was an alignment of core values. As a 100% independently owned and operated company, we will continue to commit our energy, expertise, and initiative to providing best-in-class advice, a global perspective, comprehensive investment expertise, and long-term personal partnerships.

This merger brings together different but complementary core competencies. LeoGroup’s experience in tax and alternative investments and The Capital Company and BFT Financial Group’s expertise in global portfolio strategies and estate planning are now all under the same roof. As a larger organization, we will be able to provide a more complete wealth solution, one that integrates portfolio management with global tax and estate planning, supporting every stage of the wealth cycle.