Family Office & Wealth Management Connecting Your Family's Present & Future Contact Us Your Children. Your Home.
Your LEGACY
it’s about more than passing on your wealth –
IT’S ABOUT HOW YOU’LL BE REMEMBERED
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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
• Over 14 years wealth management experience• Private wealth advisor at Fidelity Investments for high net-worth households with $550 million in total assets• Certified Financial Planner at several top-ranked Fortune 500 financial institutions.• Holistic Multinational Financial Planning & Wealth Management• Comprehensive Institutional Risk Management
Franklin M. Hsu, CFP®
Chief Investment Officer
Contact us

185 W Chestnut Ave, Monrovia, CA 91016

1.888.831.8868 | 1.626.447.7888

info@transglobaladvisory.com

One-Stop Shop Financial
Service Provider

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