Our founders, Mary Chiu and Yugi Lee, were interviewed for the latest issue of Capital Magazine to discuss the evolution of the family office, navigating the intricacies of estate planning, and building trust with our clients.
"A multi-generational approach to wealth management requires a professional team and gaining a deep understanding of client needs beyond investment returns," says Yugi Lee. "At Blackhorn Wealth Management, we offer a full range of services including investment advisory, asset management, and legacy planning to cater to a diverse client base."
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