Our singular focus is to preserve the wealth and quality-of-life past three+ generations for the families we serve.

What We Do

We Assemble

From the legal entity to the governance structure, we design and assemble your family office that specifically caters to your wants and needs.

We Refine

We analyze what is working and what is not and refine your family office structure, process, and systems so it performs better.

We Steward

We serve as your personal operating partner for a part or your entire family office.

Why Us?

ENGINEERING APPROACH

We methodically seek to first
understand, then innovate
thoughtful solutions.

HOLISTIC SOLUTIONS

Seeing beyond the wealth, our
solutions account for issues
not as readily apparent.

FULL ALIGNMENT

We fully align ourselves with the
objectives of each family inclusive
of conflict-free fee structures.

STEWARDSHIP

We take pride being advocates
for our families and helping
them accomplish more.

RESOURCEFULNESS

Our extensive human capital
resources allow us to address
unique issues our families face.

LEADERSHIP VALUES

Proactive, vigilant, and transparent,
we empower our families with
increased control of their legacy.

THE LEADERSHIP

STAN SUNG

Founder/Managing Director

CHEYENNE ZHANG, LLM

General Counsel

ROBERT “BOB” TAYLOR

Real Estate Council

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