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KoreanFinancial planning focused on your custom family values, specializing in Korean, Japanese, Chinese and Taiwanese clients
Financial planning is often a basic service for high net worth individuals and families, offered by many licensed financial experts in our industry. What we do differently is focus on bridging the financial expectations of our clients in line with their 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
Personalized financial planning is more than just investments
Financial planning 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.
