Connecting Asian Capital to U.S. Investments: Inside a Boutique Cross-Border Family Office Advisory Firm

Send us Fan Mail After 11 years working across two single family offices in industries spanning oil and gas, media, sports, and healthcare, this advisor launched her own boutique family office advisory firm. In under a year, she onboarded three Asian family clients and is now actively helping them allocate into U.S. markets - including a live mandate from a Hong Kong family office for positions in major private technology companies. In this episode, she shares how cross-border family office a...