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Family Office

Family Office2026-08-18T19:12:50-07:00
 Family office

Wealth & Legacy Planning

Preserve your wealth, protect your loved ones, and build a lasting legacy for future generations.

TransGlobal is an Asian American firm offering comprehensive family office and wealth management services.

OUR VISION

Provide family office-level wealth management solutions for Asian investors seeking opportunities and financial solutions in the United States.

OUR MISSION

TransGlobal Family Office is committed to helping families:

  • Preserve and transfer wealth across generations
  • Protect and carry forward their family values and legacy

OUR CLIENTS

TransGlobal Family Office serves ultra-high-net-worth individuals and families who:

  • Value personalized, comprehensive family office services
  • Seek to preserve and transfer wealth and family values for future generations

Advantage

Investment Management

  • Global Asset Allocation
  • Quantitative strategy
  • Option strategy
  • Hedge Fund Investments
  • Private Equity Fund Investment

Estate Planning

  • Identify wealth transfer goals
  • Review estate plan
  • Monitor execution status

Tax Planning & Administration

  • Cross-border tax planning spanning across the US, China, Hongkong and Taiwan
  • Family members with different statuses (e.g. Foreigners, permanent residents, US citizens)
  • PPLI
  • Corporate retirement plans
  • Trust & Estate
  • Family business

Philanthropy

  • Donor Advised Fund establishment
  • Family Foundation
  • Charitable trust

Risk Management/Insurance

  • Portfolio Risk Management
  • Life Insurance and Annuities
  • Property & Casualty Insurance
  • Health Insurance

Governance

  • Family meeting facilitation
  • Succession Planning

Family Office & Wealth Management

Our integrated approach delivers fully customized wealth planning and comprehensive financial solutions designed to preserve, grow, and transfer wealth across generations.

Investment Management- Assets 100K+

Asset preservation

  • Global Asset Allocation
  • Quantitative strategy
  • option strategy
  • Hedge Fund Investments
  • Private Equity Investment

Wealth management-Assets 2M+

Asset preservation

  • Investment

Planning

  • Inheritance planning
  • Tax planning
  • Financial plan
  • Risk Management

Value inheritance

  • Education Fund
  • Retirement Planning
  • Donor Advised Fund

Wealth management-Assets $10M+

Wealth management-Assets $10M+

  • Investment

Planning

  • Inheritance planning
  • Tax planning
  • Financial plan
  • Risk Management

Risk management

  • Philanthropy
  • Governance
  • Education Assistance
to Family office website->

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Want to learn more？

You can visit our subsidiaries for more information, or contact us directly!

TransGlobal Holding Company has over 30 years of experience in financial planning and management in the U.S. TransGlobal provides a comprehensive spectrum of first-class, appropriate wealth management services to a diverse clientele.

DISCLAIMER

Consumers wishing to file a complaint against a company or a residential mortgage loan originator should complete and send a complaint form to the Texas department of savings and mortgage lending, 2601 North Lamar, Suite 201, Austin, Texas 78705.

Complaint forms and instructions may be obtained from the departments website at www.sml.texas.gov. A toll-free consumer hotline is available at 1-877-276-5550.

CONTACT INFORMATION

  • 185 W Chestnut Ave, Monrovia, CA 91016
  • 1.888.831.8868 | 1.626.447.7888
© Copyright 2019 | TransGlobal | All Rights Reserved
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