Asian Wealth Advisory

Asian Wealth Advisory

We recognize that wealth planning is not one-size-fits-all. For individuals and families of Asian descent, financial decisions are often shaped by deep-rooted cultural values, multigenerational responsibilities, international considerations, and privacy concerns.

Personalized wealth planning with cultural insight and global perspective.

At Focus Partners Wealth, we specialize in delivering culturally attuned, comprehensive wealth advisory services for Asian and Asian American clients. Whether you're a first-generation entrepreneur, a second-generation professional navigating dual cultural expectation, or a family steward managing assets across borders, our team brings the sensitivity and expertise to guide your financial life with clarity and confidence.

Cultural Nuances We Understand

Our advisors not only speak the financial language but also understand the distinctions that shape decisions in Asian households.

  • Importance of filial piety and caring for aging parents
  • Privacy and discretion in financial matters
  • Hesitancy toward discussing estate planning openly
  • Pressure to provide educational opportunities for children domestically and abroad
  • Comfort with real estate over equities
  • Preference for family-held businesses and investing within the community

How We Help

Our Asian Wealth Advisory Practice offers customized planning and investment strategies for clients navigating the intersection of culture, wealth, and legacy. We help address:

  • Tax Mitigation Strategies

    Year-round, proactive planning that focuses on after-tax returns, considering the tax impact before financial guidance is provided.

  • Cash Flow Management

    Understanding and projecting the various sources and uses of cash to empower you to fund life events and seize opportunities with confidence.

  • Multi-Lingual Advisory

    Our advisors deliver personalized service in Mandarin, Cantonese, Taiwanese and Korean, fostering trust and respecting cultural nuances so every family member feels heard and empowered.

  • Philanthropy

    We help coordinate philanthropic strategies—such as donor-advised funds, private foundations, and charitable trusts—across the U.S. and Asia to support your family’s values and pursue tax-efficient giving.

  • Asset Protection Strategies

    We collaborate with your legal and insurance professionals to explore strategies—such as trusts and legal entities—aimed at supporting asset protection and long-term capital preservation.

  • Finanical Literacy Education

    Through bilingual workshops and customized curricula, we equip your children with some of the important knowledge and values needed to grow, preserve, and deploy family capital wisely.

  • Family Legacy & Advanced Trust Planning

    We assist in exploring and coordinating cross-border trust structures and family-governance frameworks that reflect your values and support tax-efficient wealth transfer strategies.

  • College Financial Planning

    We align education-funding vehicles—529 plans, custodial accounts, and global tuition strategies—with your broader investment plan to support the next generation as they pursue world-class education.

  • Cross-Border Planning

    We help coordinate cross-border planning by working with your legal and tax professionals to address international complexities and support global wealth strategies for multinational families. We collaborate closely with your bilingual attorneys, CPAs, and estate experts to tailor your plans across borders and generations.

The Team Behind You

Whether you're building a financial foundation or planning your legacy, we’re here to guide you with insight, empathy, and global experience. Let us help you work to preserve what matters: your wealth, your values, and your family’s future. Our team can converse in languages including Mandarin, Cantonese, Shanghainese, Taiwanese, and Korean.

Case Studies

  • July 02, 2025

    Supporting An Asian Family Through Sudden Loss

    After the unexpected passing of her husband, Karen, a Chinese-speaking widow, faces the daunting task of managing her family’s finances.

    Read the article

  • July 02, 2025

    Building a Lasting Legacy—A Korean Family’s Journey to Philanthropy and Wealth Succession

    The Kims are seeking advisors who understood their cultural values, family dynamics, and unique perspectives on legacy and philanthropy.

    Read the article

  • July 17, 2025

    Collaborative Cross-border Tax Planning

    This collaborative approach could identify key tax exposures and leverage available credits and deductions to reduce both U.S. and foreign tax liabilities.

    Read the article

Our services are available to U.S. based clients only. This website and the information contained on this page should not be considered a solicitation of any product or service to any person in a jurisdiction where such solicitations would be deemed unlawful under the securities laws of the jurisdiction. This information is not intended to be marketing to internationally based clients.