Are we on the brink of an energy revolution? The rise of AI and the shift to electrification are pushing the US electrical grid to its limits, but a powerful player is stepping up to the plate: nuclear energy. Read Miles Savitz's article to learn why tech titans are betting on this surprising source to meet their colossal energy needs while staying green. Find the full article on our website and let us know your thoughts below: https://lnkd.in/g34uV7aq #NuclearEnergy #SustainableTech #Electrification #AI #NetZero #WealthManagement #LEOWealth
About us
Welcome to Leo Wealth, a wealth management firm providing comprehensive services and individual guidance on tax preparation, estate planning, investments, and insurance. With offices in Asia and the United States, our diverse team of over 50 professionals delivers personalized solutions to clients at every stage of life and wealth. We are 100% independent, owned and operated by partners who share values of providing trusted advice, international expertise, and personal commitment to do better for clients. Definitions & Disclosures: Securities offered through Leo Brokerage, LLC Member FINRA/SIPC/MSRB. Investment Advisory services offered through Leo Wealth, LLC, a Registered Investment Adviser. Leo Brokerage, LLC is not an affiliated company. Leo Tax and Consulting LLC provides tax services which are separate from the services offered through Leo Brokerage and Leo Wealth. Leo Tax and Consulting LLC does not offer legal advice.
- Website
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https://www.leowealth.com/
External link for Leo Wealth
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 1994
- Specialties
- Wealth Management, Alternative Investments, Investments, Stocks & ETFs, US citizens abroad, Portfolio Management, Tax planning, Estate Planning, Cross Border Financial Planning, Asset Management, Legacy and Philanthropy, Family Office Services, and Financial Planning
Locations
Employees at Leo Wealth
Updates
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Is it time to challenge the age-old adage and "sell in May and stay"? With the Euro poised for a potential rally and the Yen's perplexing performance amidst global uncertainties, our latest article dissects the unique forces shaping financial markets right now. Dive into Harmen Overdijk's analysis to uncover why this isn't just any other year for your investments, and how our strategic portfolio adjustments aim to capitalize on these shifts. #WealthManagement #InvestmentStrategy #FinancialMarkets #CurrencyTrends #PortfolioOptimization #LEOWealth
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Are we on the brink of a robotic revolution? With the humanoid robot market projected to hit $100bn by 2030, the future of labor and productivity is about to change drastically. Dive into Christos Charalambous, CFA's latest article to explore the economic implications of a billion-strong robot workforce—and why it's not all doom and gloom for human workers. Read the full article on our site and let us know your thoughts below: https://lnkd.in/gMb6nrbE #HumanoidRobots #FutureOfWork #EconomicImpact #AI #WorkforceTransformation #WealthManagement #LEOWealth
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Are we getting close to a post-election 'Fed Put'? The market's dance with inflation and growth forecasts may lead to monetary policy shifts as we approach the November elections. Read Jason Gibbons, CFA's article to discover what history tells us and why savvy investors are eyeing the bond market's latest moves. Find the full article on our website and let us know your thoughts below: https://lnkd.in/gT9nPC5D #Finance #WealthManagement #Inflation #InterestRates #FederalReserve #WealthManagement #LEOWealth
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We are excited to share insights from our president Jessica Cutrera on the strategic advantages of LEO Wealth’s U.S.-Asia connectivity post-2021 merger. Jessica discusses the importance of offering specialized services for Americans in Asia, addressing the gap in financial planning, insurance, and estate planning. With proper knowledge and compliance, we provide tax-efficient solutions aligned with U.S. law. Our commitment to fiduciary standards ensures our clients receive the highest quality of advice, free from conflicts of interest. Dive into Jessica's article to learn more about our approach to integrating international tax expertise in wealth management: https://lnkd.in/gUqWqFAq #WealthManagement #USExpats #TaxEfficiency #FiduciaryDuty #LEOWealth
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Oil prices are up 18% year-to-date and energy stocks are not far behind at 14%. Read Desmond F.'s latest article to learn how geopolitical tensions, supply cuts, and inflation concerns are fueling the fire. Read the full article on our website and share your thoughts below: https://lnkd.in/gJS8KT8X #EnergyInvesting #OilPrices #MarketTrends #InflationHedge #EnergySector #InvestmentTrends #WealthManagement #LEOWealth
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Ethereum is holding its own vs Bitcoin with a 57% surge. But why is it more than just "another Bitcoin"? Read Harjot Singh Gill's article to discover Ethereum's unique use cases and how its eco-friendly PoS model may shape the future of blockchain. Read the full article on our website and comment your thoughts below: https://lnkd.in/db-Yvtj2 #Ethereum #Crypto #Cryptocurrency #BlockchainTechnology #DigitalCurrency #FinancialTrends #WealthManagement #LEOWealth
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Are we navigating through economic pessimism or is it a reflection of political colors? U.S. consumer sentiment remains tepid despite a slight rebound in 2023. Discover the intricate dance between inflation, presidential approval, and public optimism in Miles Savitz's latest deep-dive. Read the full article on our website and let us know your thoughts below: https://lnkd.in/gBs2svVB #ConsumerSentiment #Politics #EconomicOutlook #PartisanEconomics #FinancialTrends #WeathManagement #LEOWealth
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Next week we are hosting an event for U.S. taxpayers at the Singapore American Club. Our global leadership team will lead a discussion on key tax, estate, and financial planning issues that are pertinent to Americans living in Singapore. After the discussion, we invite you to join us for a casual evening of Q&A over canapés and wine. EVENT DETAILS: Date: Wednesday, April 24, 2024 Time: 5:30 - 7:30 pm Venue: The American Club at 10 Claymore Hill, Singapore This is a fantastic opportunity to gain valuable insights and network with fellow Americans. If you have colleagues or friends with U.S. connections who may benefit from this session, please feel free to invite them along. Please RSVP here: https://lnkd.in/gceMte-n We hope to see you there!
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We look forward to seeing you all next week at The American Club Singapore! If you have not yet registered for our seminar, please find the form here: https://lnkd.in/gUAmm2ze
[2024 Tax & Financial Planning Session for Americans in Singapore] Leo Wealth will be hosting an event for U.S. taxpayers at the Singapore American Club. Their global leadership team will lead a discussion on key tax, estate, and financial planning issues that are pertinent to Americans living in Singapore. After the discussion, join them for casual networking over canapés and wine. Date: Wednesday, April 24, 2024 | 5:30 pm - 7:30 pm Venue: The American Club at 10 Claymore Hill, Singapore 229573 Topics include: · Key tax planning strategies and tax deductions · Planning considerations for a non-U.S. spouse · The impact of non-U.S. ownership of U.S. assets · Pending U.S. estate tax changes · Expatriation rules and considerations RSVP here - https://lnkd.in/gb7_c8H9 or by email to sg@leowealth.com. You can find their suite of offerings here - https://lnkd.in/gdYzva8z