Family office trust focused on your custom family values, specializing in Korean, Japanese, Chinese and Taiwanese clients

If you are in search of information on how to establish your own Family office or custom trusts, please contact us for a free consultation on the best ways to structure yours.  While a family trust can be established by most trust and estate attorneys, IPM Advisory focuses on bridging your financial expectations with your unique social, cultural and generational goals.

 

We’ve been helping high new 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 work with your family, which often can be difficult for family members to do for themselves, to identify the real goals and the best way to achieve those.

We’re experts in business management and financial options, allowing a marriage that is unique to many Asian families.  Additionally, we’re one of the only Family Office Exchange (FOX) partners in the South Korea and Asia region. Through our network you can be connected with other industry professionals for exclusive family office benefits, training and seminars.



Personalized financial planning is more than just investments

Establishing a family office is difficult. It requires that families isolate their family’s long term goals and the structure they want to establish. We can help. IPM Advisory’s team of wealth management and family office trust advisors will help guide you and your family through complex tax situations, international property and business situations as well as just assisting in your family to get together and understand what a family office does and will do.

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