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Our 
Partners

Our private wealth practice works closely with various wealth management entities, each bringing specialized expertise to different aspects of wealth management. This collaborative approach ensures that we provide a comprehensive range of services, integrating diverse insights and strategies to address the unique needs and objectives of our clients. By leveraging the strengths of our partners, we enhance our ability to deliver tailored solutions and effectively manage complex wealth scenarios.

CASAMIA Development

We work closely with Casamia Development Inc. on behalf of our clients, recognizing that real estate represents a substantial portion of their asset portfolios. Our practice specializes in leveraging real estate development as an investment tool, focusing on strategic asset allocation and protection. This collaboration ensures that we provide comprehensive guidance tailored to optimizing and safeguarding our clients' real estate investments.

House Construction

Gallery Chang

We also collaborate with galleries to manage art and collectibles for our clients. By leveraging the expertise of these galleries, we ensure the accurate valuation of collectibles and build curated collections that facilitate effective wealth transfer. This partnership enhances our ability to provide specialized guidance in preserving and optimizing the value of art and collectible assets.

Art Gallery

newton ai

In today’s wealth planning practice, we increasingly rely on AI companies to enhance our data analysis and market trend assessments. AI technology allows us to analyze and examine vast amounts of data without bias, providing deeper insights and more accurate forecasts. This advanced capability significantly improves our ability to make informed decisions and tailor strategies to our clients' evolving needs.

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