Luke Peng

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wealth planning wealth management investment solutions family office services trust structures fund management investment advisory succession planning legacy planning fiscal issues migration planning relocation planning family governance strategic investment estate management wealth preservation corporate succession business succession planning alternative investments private equity cryptocurrency investment financial advisory asset allocation risk management impact investing environmental governance financial reporting client relationships trust partnerships portfolio management accredited investors institutional investors fund establishment wealth structuring client services financial planning client interaction multi-family office financial consultancy investment strategies trust company capital markets advice pre-ipo planning employee benefit trusts strategic asset holding high net-worth clients financial structuring investment management services investment management financial services financial consulting consulting management consulting