Leo Wealth was formed in 2021 through the merger of three independent firms: The Capital Company, Leo Capital Asia, and BFT Financial Group. The firm operates as a comprehensive wealth management platform, providing services that include investment management, financial planning, cross-border tax strategy, and estate planning. Their mission is to offer a 'one-stop shop' for global citizens and high-net-worth clients, integrating various aspects of their financial lives across different jurisdictions. The original "Leo Financial" brand has been fully consolidated into the "Leo Wealth" identity.

Founded in

United States