

Cross-Border Financial Planner & Fiduciary Advisor for Globally Mobile Entrepreneurs and Multinational Families
I specialize in financial planning for globally mobile entrepreneurs and multinational families whose financial lives span multiple countries, currencies, and legal systems, and who don't fit the profile most advisors are built to serve.
My approach is built around the reality that life comes first. Good financial planning for internationally complex households shouldn't add friction, it should reduce it. I work as a decision partner and financial life coordinator, helping clients bring clarity and structure to situations that standard planning frameworks simply weren't designed for.
Listen to Hui-chin's episode on Passport to Wealth™ here.
About Jade & Cowry
Jade & Cowry is an independent fiduciary financial advisory firm dedicated to globally mobile professionals and multinational families navigating the realities of cross-border living. We specialize in multi-country financial planning for entrepreneurs, families with assets across multiple jurisdictions, and anyone whose financial life requires a more thoughtful, coordinated approach than traditional advisory firms provide.
Languages Spoken
- English
- Spanish
- Taiwanese
- Mandarin
Client Focus
- US Expat Moving Abroad
- US Expat Living Abroad
- Non US Persons Leaving the US with US Based Assets
Expert Services Offered
- Cross Border Financial Advisor
- Cross Border Individual Tax Planning
- Investment Management
Compensation Model
- Flat Fee
- Fee Only
