Family Wealth & Tax Planning
20+ years of experience helping families preserve and grow multi-generational wealth with cross-border tax optimization strategies.
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.
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.