TransGlobal Family Office – wealth management solution

Family Office & Wealth Management

Connecting Your Family's Present & Future

Your Children. Your Home.
Your LEGACY

it’s about more than passing on your wealth –
IT’S ABOUT HOW YOU’LL BE REMEMBERED

What is Family Office?

A family office is a holistic, full-balance-sheet wealth management solution for an affluent individual or family.

Depending on the number of families served, a family office falls into two categories:

Single-Family Office (SFO)

Multi-Family Office (MFO)

Single-Family Office

TransGlobal offers professional Multi-Family Office (MFO) Services focusing on the needs of Ultra-High Net-Worth (UHNW) families.

Multi-Family Office

TransGlobal offers professional Multi-Family Office (MFO) Services focusing on the needs of Ultra-High Net-Worth (UHNW) families.

Is It Right For You?

Plan to pass wealth and values to the next generations
Want more focused and holistic services aligned with their values

Our Competitive Advantage

• Highly experienced and strong investment team• Unbiased advice• Deep understanding of clients• Cost reduction: Operating leverage & buying power

Tax Planning

• Cross-border tax planning covering US, China, Taiwan, and Hong King.• Family members with different status

Investment Management

• Investment Policy Statement for all accounts and/or legal entities• Strategic asset allocation and investment strategy• 'Total Portfolio Solutions' exclusively designed for Family Office & Wealth Management• 'Dynamic Portfolio Management“ strategies available based on clients’ needs• Investment due diligence, selection, and monitoring

Meet Our Teams

" Success is achieved by design, not be default "

• Investment Director of Tee Investment Services, LLC (Family Office)• CFO of Roanoke Capital Management (Family Office)• Assistant Manager of Deloitte, Taiwan

Herman Chen, CFA, CFP®

Chief Investment Officer

• Life Insurance• Annuities• Retirement• Estate Planning• Foreign National Market• Advanced Planning Market

Philip Hu, CFP®

Founder & CEO

185 W Chestnut Ave, Monrovia, CA 91016

1.888.831.8868 | 1.626.447.7888

info@transglobaladvisory.com

One-Stop Shop Financial

Service Provider

Our Competitive Advantage

Tax Planning

Investment Management

Contact Us

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