Wealth and Asset Management
Boutique wealth manager opens Asian wealth-advisory practice
The new practice will have a team of multilingual financial advisers dedicated to advising Asian families and individuals and will be led by Maggie Liu, who joined the company in August. It will serve Asian-American investors looking for holistic wealth-advisory services, including investment, tax and estate planning. The firm, which…
Continue Reading
Subscribe to unlock the full article and access premium financial content.
Click here to read the full story: International Adviser