Family Wealth & Tax Planning
20+ years of experience helping families preserve and grow multi-generational wealth with cross-border tax optimization strategies.
Our Services
Three Pillars of Expertise
US Listing & IPO Advisory
End-to-end guidance through the US capital markets — from SEC compliance to Nasdaq/NYSE listing, with 4 successful IPO track record.
AI-Powered 1-Person Company
Leverage cutting-edge AI tools to run a lean, scalable business solo — from marketing automation to virtual operations and compliance.
Global Cooperation Network
Trusted partnerships with PCAOB-registered auditors, SEC counsel, FINMA intermediaries, and family offices across Asia, US, and Europe.
Tailored & Independent Advice
No product push, no conflict of interest — every engagement is built around your unique goals, delivered by a hands-on senior advisor.
How Bruce Works
Understanding is Compression
True understanding means being able to describe something with minimal information. This philosophy drives every engagement.
Deep Experience
20+ years in wealth management and capital markets. Founded multiple financial institutions in Hong Kong.
US Market Knowledge
Hands-on experience with Nasdaq exits, OTC listings, and ongoing public company advisory.
AI-Empowered
Founder of an Agentic AI 1-person company. Leveraging AI to deliver high-quality output with minimal overhead.
Global Network
Connected with top-tier professionals across HK, US, Singapore, Switzerland, and Dubai.
Independent Advice
No product quotas, no commissions. Strategic guidance that puts your interests first.
Long-Term Partnership
Not a one-time project. I build lasting relationships and provide ongoing support as your needs evolve.
Why BRUCE
Why Choose BRUCE
Decades of experience, a global network, and an AI-powered approach — all working for you.
Deep Industry Experience
20+ years in wealth management and insurance brokerage, with two successful companies founded from the ground up.
US Capital Markets Expertise
Successfully guided 4 companies through Nasdaq listings, reverse mergers, and SPAC transactions. Deep understanding of SEC regulations.
AI-Powered Efficiency
Operating as an AI-enabled 1-person company, delivering institutional-grade advisory with startup agility and cost efficiency.
Global Network
Established relationships with PCAOB auditors, SEC lawyers, FINRA market makers, and institutional investors worldwide.
Independent & Objective
As an independent strategic advisor, BRUCE provides unbiased guidance — no product to sell, just results to deliver.