Wealthy & Wise Family Office is Asia's only member of Family Office Exchange (Chicago, IL) delivering the best practice from the US. We are an independent private company having no conflict of interest. We provide tailored family office services with unbiased views abiding strictly to our fiduciary duty to clients.

With the rising need for transparency and efficiency, a separation of managing business and family matters has become a must. Just as you manage your business well to maximize profits, we believe it is time to manage family matters like a business with a unified goal in place, implementing right strategies and structure to reach that goal.

At Wealthy & Wise Family Office,

1. We assist in setting up a control tower for continuous family legacy & wealth management

2. We provide world class solutions for safeguarding assets and implementing risk management for multi-generations.

3. We present strategic long-term planning for family succession to limit disputes between family members and reduce costs.

4. We administer and accompany clients to conferences and education workshops arranged by FOX and W&W for the next generation which provide networking opportunities.

5. We assist families to implement their desired philanthropy work that reflects family’s legacy, values and vision.

6. We assist families to prepare for a contingency plan by setting up a Second Community for any emergency events.

1. Our Advisors: The Advisory Board of Wealthy & Wise Family Office is made up of leading experts each with over 40 years of experience and knowledge in diverse fields of South Korea and international finance, government, corporate management, and education. With their independent view and their life-time expertise, they are dedicated to helping the participating families and foundations with governance and risk management by serving as a member of family board, foundation board, or independent director board.

2. FOX: Family Office Exchange (FOX) is a family office association located in Chicago, IL with over 300 wealthy families and 150 wealth advisors and family offices worldwide as members. Wealthy & Wise is the only member in Asia. 

FOX is an objective, independent resource to help high net worth families, family office executives, and their advisors more effectively discharge their responsibilities as managers of family wealth and well-being. FOX offers an informed point of view on approaches to legacy wealth management supported by proprietary research and over 20 years of daily experience working with high net worth families.

3. Global Network: In Korea and US, we have a family office, 2 investment companies, and 18 highly qualified professionals & staff. In Baltimore and Hawaii, we provide 'Second Community' program which include real estate, education, and community networking program for families to build their 2nd community away from home. 

 

4. Fiduciary Duty: Wealthy & Wise Family Office is an independent private family office. We do not work for any large financial institutions or a company and hence have no conflict of interest. We receive an annual fee from families only and do not sell any products or receive commissions from any other institutions. Therefore, we only work for the best interest of our families and treat our fiduciary duty very seriously.

5. Customized Services: Each family is unique and has different needs. At Wealthy & Wise Family Office, we do not sell standardized products to all the families but we customize and create unique products to fit each family's goal and agenda. Families can also pick any products available around the world in their best interest, without being confined to only certain products provided at large financial institutions.

6. Privacy: We take our family's personal information and data very seriously. We have seen many incidents at large institutions regarding personal information leakage. At Wealthy & Wise Family Office, we handle only a handful amount of families and deploy family office data system to store and manage information in a most efficient, confidential manner. With the state-of-the-art multiple cross-checking and access system, your family's privacy is safely ensured.