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Wealth Planning

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Integrating digital assets, insurance protection, and institutional wealth planning. 

We structure digital assets, insurance protection, and institutional wealth strategies into a regulatory-aligned framework for high-net-worth individuals and families, balancing growth, protection, tax efficiency, and sustainable income.


Advisory & Strategic Partners

Our wealth architecture framework is supported by a multidisciplinary network of professionals across finance, taxation, insurance, and digital asset strategy.

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Min Kuang, MBA

Partner

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Jason Montemurr, CA, CPA, CFA

Partner

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Fernanda Estrada

Assistant to Product Manager

iCashRewards
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Fanny Travis

Events Manager

Blockchain Impact Institute
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Dr. Chris Zhang

President

Sager Education Inc.
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Jas  Hayre, CPA, CA

Partner

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Prof. John Domingue

Director of Knowledge Media Institute

The Open University
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Alvaro Jimenez

Co-founder

Yunity
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Kevin Wang

Founder

Lilium Robotics
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Xiaochen Zhang

President

FinTech4Good
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