New York Wealth Planning Group is a financial and life planning firm that provides a one-stop platform for US-China cross-border wealth management and family office services. The company serves high net worth clients with personalized support for wealth planning, asset management, legacy planning, and related legal, tax, immigration, education, wellness, and lifestyle needs.
The firm is headquartered in New York City and also maintains a presence in Hong Kong, Shanghai, Chengdu, and other locations. Its team focuses on helping clients build, manage, and preserve wealth through customized planning and select cross-border products and services.
New York Wealth Planning Group offers family office services that can include investment, risk management, tax planning, education planning, estate planning, and philanthropic management. It also provides specialized insurance planning for high net worth individuals and institutional investors, including customized life insurance strategies, asset protection, retirement income planning, and estate-focused solutions.
Clients can contact the company by phone, email, or through its online contact form to inquire about services such as insurance planning, premium financing, real estate, cross-border asset allocation, trust planning, study abroad, and immigration. The company lists offices in Flushing, New York and Hoboken, New Jersey, and provides direct support through info@nywpg.com and 1-888-222-1319.