Membership Directory - Corporate
Leo Wealth
Financial Services
Member Since: 2021
About
Street: 8F On Building
162 Queen’s Road Central
Central
Phone: Available to Members
Email: Available to Members
Company Website Address: https://www.leowealth.com/en-hk/
Profile: 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.
Members
President
Investment Director, Asia
Managing Director
Global Head of Investment Solutions
Founding Partner
