Who We Are
Your Wealth. Our Responsibility.

Leo Wealth is a leading independent global wealth advisor, formed by the merger of three powerhouse firms: The Capital Company, LeoGroup and BFT Financial Group.

With offices in Hong Kong, New York, New Jersey and Dallas, our wealth professionals provide comprehensive expertise and personal guidance to support both private clients and companies. We support global citizens through their journey to achieve wealth creation and protection across borders. Our bespoke offerings include holistic wealth management, global tax planning, cross border estate planning, alternative investments and global portfolio strategies.

We are 100% independent, owned and operated by a diverse group of equity partners who came together over shared values of providing trusted advice, international expertise, and personal commitment to do better for clients. We believe our independence is one of our strongest assets, and our people are what make us special. Every day we commit our energy, expertise, and initiative to the preservation of wealth, the growth of capital and the creation of value. We work together on a foundation of trust, transparency, and accountability.

Our History
Owned and operated by an international group of dedicated partners.
1994
Dallas Fort Worth
BFT established as a Registered Investment Advisor (RIA) by Sammy Tally, Steve Freeman and Buddy Butler.
1998
Dallas Fort Worth
PPC established as an RIA by Stephen Tally to offer financial planning platform to CPAs and tax professionals
2000
Dallas Fort Worth
PPC and BFT merge to create BFT Financial.
2008
Hong Kong
EXS Capital established as independent asset management firm by Jessica Cutrera and partners.
2010
New Jersey
LeoGroup is established by Matthew Allain to provide Family Office and Wealth Management services.
2014
New Jersey
LeoGroup engineers one of the largest cryptocurrency transactions at the time - a Stradivarius purchase within one of its affiliated funds.
2014
Hong Kong
Caidao Wealth established by Harmen Overdijk and Lodewijk Lamaison.
2016
Hong Kong
EXS Capital and Caidao Wealth practices merge to create The Capital Company, a holistic wealth management firm for Global Citizens in Asia.
2018
New York
LeoGroup opens New York office at Rockefeller Center.
2019
Global
The Capital Company and BFT Financial merge to create a global wealth management firm spanning the US and Asia.
2021
Global
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.