We're thrilled to have been a sponsor of this year's ACCJ/TJCS Champagne Ball, a remarkable evening blending networking, celebration, and philanthropy. The event, hosted on November 15, brought together industry leaders and innovators in a stunning setting, fostering meaningful connections while raising funds for vital community initiatives. A special thank you to all the organizers and attendees for making the night unforgettable! We met so many new faces at the event. We hope you’ll reach out to us at jp@leowealth.com for any of your 2025 Japan and U.S. tax return preparation needs, as well as other cross-border estate planning and wealth management. #ACCJ #TJCS #ChampagneBall #WealthManagement #Philanthropy #LEOWealth
About us
Welcome to Leo Wealth, a wealth management firm providing comprehensive services and individual guidance on tax preparation, estate planning, investments, and insurance. With offices in Asia and the United States, our diverse team of over 50 professionals delivers personalized solutions to clients at every stage of life and wealth. We are 100% independent, owned and operated by partners who share values of providing trusted advice, international expertise, and personal commitment to do better for clients. Definitions & Disclosures: Securities offered through Leo Brokerage, LLC Member FINRA/SIPC/MSRB. Investment Advisory services offered through Leo Wealth, LLC, a Registered Investment Adviser. Leo Brokerage, LLC is not an affiliated company. Leo Tax and Consulting LLC provides tax services which are separate from the services offered through Leo Brokerage and Leo Wealth. Leo Tax and Consulting LLC does not offer legal advice.
- Website
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https://www.leowealth.com/
External link for Leo Wealth
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 1994
- Specialties
- Wealth Management, Alternative Investments, Investments, Stocks & ETFs, US citizens abroad, Portfolio Management, Tax planning, Estate Planning, Cross Border Financial Planning, Asset Management, Legacy and Philanthropy, Family Office Services, and Financial Planning
Locations
Employees at Leo Wealth
Updates
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Insights from Aleksey Mironenko, Global Head of Investment Solutions:
U.S. stocks are in rare territory. Historically we haven't stayed here very long... #assetallocation #wealthmanagement #stocksvsbonds #spx #global Leo Wealth
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❗ 2024 UK Budget Updates are Here ❗ ✅ Expats who have been outside the UK for over 10 years are now exempt from Inheritance Tax (IHT) on non-UK assets. ✅ UK assets remain subject to IHT on any value exceeding the nil-rate band of £325,000. ✅ This includes UK pensions, which are now considered part of the IHT estate. UK pensions are IHT-exempt if passed to a spouse, so it’s essential to review named beneficiaries. ✅ QROPS and QNUPS pensions fall outside the IHT estate if you’ve lived abroad for over 10 years but become subject to IHT again if you return to the UK. ✅ Transferring a pension to a QROPS incurs a 25% tax charge, which may be lower than the 40% IHT if you remain abroad. ✅ Long-term expats who return to the UK have a four-year grace period, during which they are exempt from tax on investment income and capital gains. This period provides an extended opportunity to crystallise gains before resuming UK tax residency. ✅ Offshore life-assurance bonds are back in vogue (if set up correctly) as they defer tax on investment income and capital gains. ✅ You may also be able to earn overseas income tax-free while living in the UK for up to four years. Ultimately, the tax implications depend on individual circumstances, including where your assets are located and the length of your UK residency. These considerations can change if you spend more or less time in the UK. Interested in learning more? You can find Andrew Talbot CFP®'s full article here: https://lnkd.in/gYXcHetp #TaxUpdates #FinancialPlanning #UKBudget #WealthManagement #InvestmentStrategy #2024UKBudget #LEOWealth
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Since the launch of spot Ethereum ETFs on July 23, 2024, Ethereum has faced a stark contrast to Bitcoin, with year-to-date gains plummeting from 53% to just 17%. Desmond F. dives into the factors behind Ethereum's recent struggles, including significant fund redemptions and muted ETF inflows, while also highlighting why it remains a vital part of cryptocurrency portfolios. Read the full article on our website: https://lnkd.in/g_BVCp2U #Ethereum #Bitcoin #Crypto #Blockchain #WealthManagement #Investments #LEOWealth
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A big shout out to Diana Nieto for her second work anniversary. Sometimes you spin the hiring wheel and you hit the jackpot. So diligent and so plugged in every day. We're better for having you on our team. Thank you for all that you've done for us! #workmilestone
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Is the stock market losing its luster? Aleksey Mironenko explores how to balance your portfolio effectively and navigate these changing tides: https://lnkd.in/g7PySA8s #InvestmentStrategy #WealthManagement #StockMarketInsights #Diversification #FinancialPlanning #LEOWealth #GoldmanSachs #SP500
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Excited for Hong Kong FinTech Week? We are! Organised by the Financial Services and the Treasury Bureau, Invest Hong Kong, and appointed event organiser Finoverse, #HKFTW24 is shaping up to be incredible. Our president Jessica Cutrera will be speaking at the Main Conference at AsiaWorld-Expo next week from October 28-29 – we hope to see you there! Are you ready to join Jessica and 35,000+ other FinTech professionals at #HKFTW24? Get your pass here (and use code [HKFTW24SPEAKER] for 10% off): https://lnkd.in/gCRVusuC #FintechHK #FinTech #HK #HongKong #FSTB #HKFTW #HKFTW24 #HKFinTechWeek #Innovation #Technology #AI #Blockchain #DigitalAssets #GreenTech #WealthTech #InsurTech #InvestTech #LEOWealth
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Chinese equities recently surged over 25% following anticipated stimulus measures, but skepticism about their sufficiency has tempered the rally. With the government cautiously avoiding past market excesses, upcoming announcements from the National People's Congress could hold the key to sustaining this momentum. Dive into Desmond F.'s latest analysis to discover why now might still be the right time to invest in the Chinese market! Read the full article here and let us know your thoughts below: https://lnkd.in/gtUTbcz7 #ChineseEquities #MarketAnalysis #InvestmentStrategy #FiscalStimulus #WealthManagement #LEOWealth
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As the lending landscape shifts, recent data reveals that U.S. banks are easing their lending standards, signaling a potential rebound for consumers and businesses alike. With the percentage of banks tightening standards for large and medium-sized businesses plummeting from 51% to just 8%, this trend could invigorate spending and support economic recovery. Are we on the brink of a credit cycle revival? Read Christos Charalambous, CFA's article to learn how these changes may impact your financial strategies and the broader economy: https://lnkd.in/gUBNtTE6 #Finance #WealthManagement #LendingTrends #EconomicRecovery #SmallBusiness #LEOWealth
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China's economy is precarious, with August inflation revealing a 1.8% drop in producer prices—the sharpest decline in four months. With consumer demand weakening and deflationary pressures mounting, the government's reluctance to implement aggressive stimulus strategies reflects a cautious approach prioritizing financial stability over immediate growth. For investors, navigating this landscape means focusing on resilient companies in defensive sectors. Curious about what this means for your investments? Dive into Desmond F.'s latest article to learn more: https://lnkd.in/gmm2gCHe #ChinaEconomy #InvestmentStrategy #DefensiveSectors #Inflation #FinancialStability #WealthManagement #LEOWealth