Overseas Private Banking Personal IP
International Financial and Tax Advisor Trusted by Physicians
Open full website →Blaire Fang is a consultant specializing in cross-border asset allocation and legacy planning for self-paying physicians, professional families, and dual citizenship families from Taiwan and the U.S. With 22 years of experience in the biotech industry and 7 years in international financial advisory, she offers confidential professional services.
Offers
- Book a one-on-one wealth assessment
- Cross-border asset allocation
- Tax optimization
- Privacy legacy planning
- Compliance consultation
Who it’s for
Suitable for self-paying physicians, professional families, and dual citizenship families from Taiwan and the U.S., addressing cross-border asset allocation and legacy issues.
Proof & background
- 22 years of experience in the biotech industry
- 7 years of international financial advisory experience
- Professional cross-border wealth advisor
- Confidential service
- No asset management
FAQ
Why do I need an international financial and tax advisor as a self-paying physician?
Because you need a professional advisor to assist you with cross-border asset allocation and tax optimization.
Is there a fee for the initial consultation? What should I prepare?
The initial consultation is free; you only need to prepare your identity and related issues.
What tools will the service involve?
We will use tools such as OBU, international insurance, and precious metals for allocation.
Do you manage assets?
No, we do not manage assets; you will have full control of your main account.
I have dual citizenship in Taiwan and the U.S.; will you handle FATCA and CRS?
Yes, we will assist you in completing compliance checks.