

I specialize in financial planning for globally mobile entrepreneurs and multinational families that don’t fit neatly in a traditional profile.
I understand life comes first and believe that good financial planning will simplify your multi-jurisdiction life. Talk to me if you want a GPS, a decision partner, and a financial life coordinator for your unique international journey.
Jade & Cowry is an independent fiduciary financial advisory firm dedicated to helping globally mobile professionals and multi-national families navigate the complexities of cross-border living.
I specialize in helping globally mobile families with complex, multi country considerations, as well as, entrepreneurs and those with assets in multiple countries.
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
