Alison Ngai, CFP®, MTWM

Philanthropic Financial Planner & Global Family Legacy Advisor

My academic foundation spans two continents. I hold a Bachelor's in Business Management and Economics from The Chinese University of Hong Kong and a Master's in Trust and Wealth Management from the Lundy-Fetterman School of Business in Campbell University, North Carolina. 

This combination reflects the dual focus I bring to every client relationship: technical financial planning expertise grounded in a genuinely global perspective.

Before transitioning into comprehensive financial planning in the U.S., I spent decades working at global Fortune 500 private banks in Hong Kong. That experience shapes how I think about wealth, not just how it grows, but how it moves across borders, generations, and purposes. I work with clients across three pillars: personal financial security, family legacy, and purposeful giving. For clients with cross-border complexity, those three things are rarely simple, and rarely independent of each other.

About Philanthropy Financial Planning

While most financial planners focus on growing your portfolio, Philanthropy Financial Planning focuses on growing your impact.

Founded to bridge the gap between the for-profit financial planning world and the nonprofit charitable sector, the firm brings together deep experience in both finance and philanthropy to help clients develop, protect, and direct their financial and generational resources toward what matters most to them.

With close connections to an extensive network of global tax and legal professionals, the firm delivers comprehensive, cross-border financial planning for globally minded individuals and families; across estate planning, tax strategy, foreign trust compliance, and legacy and philanthropic planning.

Outside the Office

Outside of client work, I have founded three nonprofit and for-profit educational institutes in North Carolina dedicated to promoting Asian languages and cultures for children and adults. I also serve as the Extended Day Asia Adventure Program Coordinator at Durham Academy.

Book a call with Alison here.