Boutique wealth-management firm Bordeaux Wealth Advisors has launched an Asian wealth-advisory practice.
The new practice will have a team of multilingual financial advisers dedicated to advising Asian families and individuals and will be led by Maggie Liu, who joined the company in August.
It will serve Asian-American investors looking for holistic wealth-advisory services, including investment, tax and estate planning.
The firm, which has offices in Silicon Valley and Seattle, provides its services to ultra-high-net-worth clients across the US.
See also: UBS unveils division to serve multicultural investors in US
Liu said: “Asian Americans represent a truly multifaceted community, with unique goals for their wealth.
“Our financial advisers understand Asian-American perspectives about wealth and can provide a personalised experience that meets their needs.”
Chief executive Tom Myers, added: “The Asian-American community, including Pacific Islanders, is one of the fastest-growing in the US.
“I’m pleased that we can provide customized advisory for these investors. We look forward to serving more families in this community.”
