Integrating Education, Career, and Wealth Strategies

For most families, education is often the top financial priority. For cross-border families, U.S. education planning involves more than tuition—it requires cash flow management, investment management, cross-border compliance, FX risk control, and both academic and career path planning.

Our Core Services:

• Education Cash Flow Management
  Tuition and living expense planning through short-term fixed-income and liquidity strategies, ensuring stability without disrupting family finances.

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• Education Investment Management
  Customized portfolios balancing safety with growth—protecting tuition funding while enhancing long-term returns.

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• Cross-Border Transfer & FX Advisory
  Structuring compliant and efficient transfer pathways, reducing costs, and mitigating RMB/USD volatility.

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• Integration with Family Wealth Goals
  Aligning education funding with retirement, legacy, and overall family wealth strategy.

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• College & Graduate School Advisory

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  Strategic guidance on U.S. university and graduate applications, including academic pathways, school selection, financial preparation, and resource coordination.

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• Career & Employment Advisory
  Advisory for students and new graduates pursuing U.S. career opportunities, including internship/job pathways, OPT/CPT/H-1B-related financial considerations, and integration of education ROI into long-term wealth planning.

• Our mission: To help families achieve both education and career success in the U.S., supported by secure and efficient wealth strategies.