Investing for International Women

Our team understands the intricate challenges that female investors face, through our own experiences and through those of others. By working closely with you to understand your goals, expectations and risk tolerance levels, we can create transparent solutions and strategies that match your financial needs. It’s never too late to take to take control of your financial future.

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Own your future

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Women like You.
Working for You.

A professional female team with extensive experience with the complex issues women face including caring for aging parents, raising children, and coping with death, disability or divorce.

Investing Differently

Traditional investment management and financial planning fails many women. Women on average live longer, earn less, and face more family responsibilities than their male counterparts. Women also tend to take less risk and have less investment experience. All of these factors are important in crafting a successful investment strategy.

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A Personalized Approach

Let’s connect. Help us get to know you and your goals. Want to engage with us digitally? Prefer a personalized initial consultation? Click here to schedule a time.

What we offer?

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Investment Management

Retirement Planning

Tax Planning

Estate Planning

Advice related to divorce or separation

Elder care and special needs planning

Why work with us?

A wide range of services for everyone from new investors to senior executives and family offices. A low cost, transparent fee structure. Offices in Hong Kong, London and Dallas with cross border expertise in a variety of planning matters

Insights

What Couples Should Consider Before Retirement

Retirement is a time of great change. Leaving employment after years of work has a major impact on how a person spends their days as...

Financial Planning for Women in Hong Kong

Financial planning is vital to wealth accumulation, no matter the gender. However, it is essential that women in Hong Kong save more money than their...

Long-Term Care Expense Planning for Parents

Many adults are now finding that their parents are living longer as life expectancy continues to rise annually. While this of course this is welcome...

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Whether you are looking for a second opinion, have more questions, or are ready to become a client, we’re here to help.