English
KoreanFinancial wealth management focused on your custom family values, specializing in Korean, Japanese, Chinese and Taiwanese clients
Perhaps you are already well invested into the stock market or even successfully are navigating the complex world of financial options, including private equity, SPAC, trusts and estates or venture capital investments. That’s a great start. But, have you wondered how you can further strengthen your long term financial future while planning for the next generation(s) of your family?
If you are looking for a plan that helps you incorporate some or all of those financial planning tools, but in a way that is customized to your family’s long term family goals and plans, then IPM Advisory should be your next call. We’re available, for free, to answer your questions, and hopefully, allow us to work with you and for you to strengthen your family’s long term success.
We’ve been helping high net worth families of Asian descent, principally Korean, Taiwanese, Japanese and Chinese, navigate their complex cultural and social situations and match them with the myriad of financial options to help them plan for their family’s long term success.
We’re experts in business management and financial options (trusts, taxes, estate, financial planning, financial advising), allowing a marriage that is unique to many Asian families. Additionally, we’re one of the only Family Office Exchange (FOX) authorized family office in the Asia region.
Personalized financial wealth management is more than just investments
Financial wealth management is more than converting stocks to bonds as you age. Many of our clients are well invested, but don’t know the exact next steps to ensure their own wealth and family legacy. That’s where IPM Advisory can assist. We have wealth management and financial planning advisors to help guide you through complex tax situations, international property and business situations as well as long term family planning through estates and trusts.
Office
Columbia
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Seoul
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