03 February 2015
State of New York, 2001
Me in a minute
It is such a joy and privilege for me to do what I do every day
I believe that my diverse background in the wealth planning industry enables me to share with my clients a broader perspective by looking at their concerns from different angles. I always aim to design and propose viable and efficient solutions that are right for each family.
I really enjoy helping my clients articulate their key objectives and wishes and to build and strengthen channels of communications across generations. I think it is such a joy and privilege for me to do what I do every day.
Perhaps growing up in a traditional hakka family where my grandfather has 3 wives (concurrently), I was constantly aware of the tension and fragility of living in an extended family, and that makes me appreciate and seek to achieve some sense of harmony and balance for people around me. I like to see the strength in everyone and the potential people can achieve by working together.
InsightView all Firm insight
06 October 2016