Multigenerational Chinese family — family office services
American Empire Family Wealth Management Office

Family Office Services

America's experts working together — one-stop service to achieve your American dream.

Why One-Stop

One point of contact for all of your family's professional needs


Immigration, buying property, taxes, school, insurance, trusts — building a life in America calls for a different professional at every step, and every step affects the others.

The American Empire Family Office puts your family at the center. We act as your coordinating office and work with licensed partners in each field so every decision fits the same family blueprint. No more relaying messages between advisors, and no more conflicting advice.

American Empire Family Wealth Management Office eight service areas
Services

Eight service areas

Immigration Planning

Plan your path with immigration attorneys while anticipating the tax and asset effects of a change in status.

Real Estate Investment

Work with real estate professionals on primary and investment properties, and on how they are titled and passed on.

Tax Planning & CPA Services

Coordinate with certified public accountants on personal and business returns, tax planning and cross-border reporting.

Education Planning

Save early for college and graduate school, and plan where education funds will come from.

Wealth Management

Asset allocation, risk management and long-term growth guided by your family's goals.

Insurance Planning

A complete approach to life, disability income and long-term care protection — your family's safety net.

Trust & Estate Planning

Work with estate attorneys on wills, trusts and powers of attorney to plan your family's legacy.

Customized Financial Solutions

A combination of financial solutions shaped around your family's specific needs and goals.

Note: Immigration, real estate, tax and legal services are provided independently by appropriately licensed partner professionals, whose fees and terms are agreed separately.
Education Planning

Preparing for the next generation starts today


Education is one of the most important investments for Chinese-American families. U.S. tuition keeps rising, and planning early gives your children more freedom when choosing a school. We make education funding part of your overall family plan, alongside retirement, protection and legacy — not a separate silo.

Ask About Education Planning
Graduate holding a diploma and cap — children's education planning
Real Estate & Legacy

Real estate is not just an investment — it is part of your legacy


For many families, real estate is the largest asset. Whether property is held individually, jointly, through a company or in a trust affects asset protection, taxes and inheritance. We work with your real estate and legal advisors to think this through before you buy.

Modern home exterior — real estate investment and ownership planning
Aerial view of Manhattan at dusk
One-Stop Service

Achieve your American dream

Tell us what you need, and we will coordinate the right professional team for you.

The content of this website is for general informational purposes only. It is not tax, legal or accounting advice, and it is not an offer or recommendation of any specific product. Please consult your own tax, legal and accounting professionals before implementing any planning strategy.

Neither New York Life Insurance Company nor its agents provide tax, legal or accounting advice. Please consult your own professional advisors regarding your particular situation.

Insurance coverage, costs, limitations and terms are governed by the issuing insurer's policy contract; in the event of a dispute, the provisions in the policies and contracts will prevail. *MDRT, the Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance.