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"Life is not measured by the number of breaths we take, but by the moments that take our breath away"

– MAYA ANGELOU

Holistic Wealth Management and Planning

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Wealth Management

As a Fiduciary, we place our clients’ interests above all others. We’ll work with you using an integrated approach in addressing your needs across all financial aspects of your life.

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Private Placements

We offer access to unique investment opportunities for accredited investors, banks, financial institutions, insurance companies, pension funds, endowments and foundations.

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Institutional Investors

Our team has over 20 years of successful investment experience managing an array of institutional investment portfolios for pension funds, endowments and foundations.

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Start your journey.

Discover a unique fully integrated investment strategy that can help set your path towards the life you envision.

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Access to our network of curated partnerships.


Insurance Planning

Expect the unexpected. We’ll review your existing insurance coverage and work with your insurance specialist to be sure you are well covered.

Wealth Transfer & Estate Planning

All individuals should create a proper estate plan that provides peace of mind to loved ones in unforeseen circumstances.

Charitable Giving

We’ll guide you through the entire process to ensure that your contribution is donated tax-efficiently and maximizes the impact of your gift.

Tax & Advisory Planning

We’ll look at your overall financial situation and identify different tax planning techniques to help you optimize your situation.

Family Office

More than a traditional estate plan. A family office will help create a legacy for your family and offer you greater financial planning flexibility.

Overseas Investments

Our investment team can help you to unlock these assets for investing and planning that is more aligned with your current and future needs.

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Insights

Thoughtful perspectives from our wealth management team to help navigate what matters to you most. Discover the latest on everything from market news and trends — to wealth planning and emerging investment opportunities.

2024 Election
By Christopher Liong November 6, 2024
“We the People of the United States, in Order to form a more perfect Union, establish Justice, insure domestic Tranquility, provide for the common defence, promote the general Welfare, and secure the Blessings of Liberty to ourselves and our Posterity, do ordain and establish this Constitution of the United States of America.” - Preamble to the United States Constitution After months of political rhetoric, back and forth accusations and approximately $16b spent on advertising, the results are finally in, and investors can now refocus on policies and the direction of growth for our country. These words should remind us what OUR great country was built on and that we will always find a way to not only succeed, but thrive. Elections.  With the potential for a Republican sweep, the US Dollar has jumped to a new three-month high, interest rates are up, the price of oil is down and bitcoin surged to a new all-time high of over $75k. Historically, the market has rallied between Election Day and year-end on average...
By Christopher Liong September 25, 2024
As we enter the first days of fall and finally have that first interest rate cut behind us, we always ask ourselves, “What next?” This past week, saw a plethora of analysts provide historical performance post rate cuts, so instead of trying to reinvent the wheel, we will share with you a summary of “The Week In Charts.” We are always reminded of that favorite caveat “past performance is not indicative of future performance,” so we will try our best to provide some perspective to these charts and tables. Interest Rates. So how does the market perform after the first interest rate cuts and what sectors perform best? These charts and tables were published by Canaccord Genuity Capital Markets. This first chart shows that when the initial rate cut occurs, when the S&P 500 Index is near a high, the market tends to do well over the next 12 months, with the exception being the financial crisis in 2007/2008… 
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By Vijay Aluwalia August 14, 2024
As part of the Tax Cuts and Jobs Act of 2017, the federal estate, gift and generation-skipping transfer (GST) lifetime tax exemption doubled from $5.49MM in 2017 to $11.18MM in 2018, which has since increased to $13.6MM in 2024 as it is indexed for inflation. For married couples, each spouse has the $13.6MM exemption, which means you and your spouse may give away a total of $27.2MM before paying the federal gift tax. However, unless Congress acts before January 1, 2026, the exemption will automatically reset to approximately $7MM, significantly reducing tax-free gifts. This reversion could lead to significant tax liabilities for those whose estates surpass the reduced exemption limit. If your assets exceed this threshold, your heirs could find themselves with a hefty tax burden. Below are a few ways to take proactive measures now: 1. Lifetime giving: A direct gift of cash, securities, investments, businesses, real-estate or any other assets with value up to the lifetime exemption is the simplest strategy. 2. Establishing trusts: The immediate act of giving $13MM to your heirs may have unintended negative implications, which can be mitigated with creation of irrevocable trusts, which can permit withdrawals based on pre-specified schedules and conditions. If you need further advice or have specific questions, please contact your financial advisor and/or a tax professional to navigate these changes effectively.
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