Services Designed to Redefine Your Outcome
Chau Lai’s comprehensive financial analysis and planning services include:
- Investment analysis of cost, risk & tax exposure
- Insurance analysis, design, and coordination
- Cash flow analysis and management
- Tax mitigation strategies
- Retirement income planning
Business succession planning
- Estate planning and asset protection
- Legacy and charitable planning
In the process, she and her team empower their clients to:
- Redefine their meaning of success and significance
- Define their true purpose for money
- Deepen their financial literacy and fluency
- Evaluate and clarify their lifestyle priorities and goals both objectively and comprehensively
- Understand the interconnected relationship of personal, family, and business finances
- Make informed decisions to protect, grow, and conserve their wealth for their lifetime and for future generations
- Avoid the erosion of wealth through prudent tax efficiency and distribution strategies
- Weigh options to maximize bequests to future generations and charitable causes
