Family Office Team

Franklin is a CERTIFIED FINANCIAL PLANNER™ and wealth management expert with over 17 years of wealth management experience, and is passionate about providing comprehensive financial planning and asset management services to domestic and international Ultra-High Net-Worth families.

Prior to establishing his Registered Investment Advisory practice, Franklin worked as a Financial Planner in several top-ranking Fortune 500 financial firms. During his tenure at Fidelity Investments, he served as the trusted private wealth advisor to an exclusive group of High Net-Worth households with $550 million in total assets under management.

In 2014, Franklin founded IGC based on the belief that everyone deserves a wealth management plan that is as unique as one’s core values and personal aspirations. As an independent wealth manager, Franklin provides guidance to his clients on life changing events, such as retirement, marriage, handling inheritance, divorce, and business overtures with his industry experience, wealth planning knowledge, entrepreneurial spirit, the determination, and the strict adherence to fiduciary duty.

Outside of finance, Franklin enjoys keeping active with martial arts, acquiring worldly wisdom from leisure reading, spending time with his family, and participating as an assistant coach in the martial arts club.

專業經驗 

• 17 年投資理財和資產規劃經驗 

• 曾任多家《財富》 500 強金融機構的私人投資及資產規劃顧問 • 曾在富達擔任高淨值私人投資及資產規劃顧問，管理超過 5.5 億美元的高端客戶資產 

專業特長 

• 跨國整體資產規劃 

• 專業機構投資風險控管 

• 世代財富資產傳承規劃 

專業認證執照 

• CERTIFIED FINANCIAL PLANNER™  (國際認證理財規劃師)