Alex Wong, CFP

About Alex Wong, CFP

My major expertise is absolute privacy protection for assets and asset firewall protection which involve offshore / international arrangement.

As a financial planner with legal background, I bring the perfect blend of legal and financial expertise to help high-net-worth individuals manage and protect their assets smartly. With over 12 years of hands-on experience, I'm not just someone with knowledge.

I specialize in helping clients who want to set up family office, family trust, who has offshore/ foreign assets to be managed, for example movement of funds (assets) from different jurisdictions and proper tax planning which involve difference jurisdiction.