New York Wealth Planning Group

New York Wealth is one of the first financial and life planning firms to offer a one-stop platform providing US-China cross-border wealth/life management and family office services. We are extending those services to a wider base of high net worth clients so they can enjoy the private, holistic, wealth, and life management services now exclusively used by the world's wealthiest families. We advise clients with global needs on wealth planning, asset management and legacy planning, as well as related legal, tax, immigration, education, wellness and lifestyle issues.