Lan’s story

I’m a born optimizer. As an immigrant born in China whose family was displaced after a massive earthquake, I could have settled for what was then my reality, but instead I developed a hunger for exploring what’s possible.

With an undergraduate degree in systems engineering, I bootstrapped my way to an affluent American lifestyle with a global corporation, but I didn’t want my life to be about “arriving” at a destination, instead I kept looking for a way to evolve and embrace new opportunities as they unfolded. That’s what led me to wealth management where I realized my passion was helping clients with complex lives optimize their outcomes. I combined my undergraduate systems engineering degree with an MBA in finance. In my first decade as a wealth planner, I met many experts with a thorough grasp of their subject material.

Lawyers, accountants, insurance specialists, concierge medical doctors, charitable foundation specialists, and more. They all did good work but they carried out that work in silos.

The wealthy have complex needs that require a synergistic family office approach. At that time, a family office was only available to the ultra-rich.

I made it my mission to change that and started my own wealth management practice with all the tools, strategies, methodologies, and processes needed to make a meaningful difference in the lives of my clients.

I strongly believe that my clients’ desired outcomes first need to be deeply understood. Then, the goal of the entire team is to work towards that ultimate goal, which often requires the synergistic collaboration of specialists.