Unfortunately, we are currently unable to open accounts for US persons (US Citizens, US Green Card Holders, or US Tax Residents).
In addition, we also cannot open your account if you reside in the US (i.e. you have a US residential/mailing address).
If you are a US person drawn to our fee-only, client-centric advisory model, or have complex tax and investment planning needs, LEO Wealth may provide appropriate solutions for you.
- Who is LEO Wealth and what services do they provide?
- What qualifications or credentials does LEO Wealth have?
- Why is Endowus partnering with LEO Wealth?
- Will I need to pay for LEO Wealth’s services and will Endowus receive any compensation for referring clients to LEO Wealth?
- How will my data and information be shared between Endowus and LEO Wealth?
- How is the onboarding process with LEO Wealth and what do I need to provide to get started?
Who is LEO Wealth and what services do they provide?
LEO Wealth is a comprehensive wealth management firm that serves Americans abroad and cross-border families in over 30 countries. They offer investment management, wealth planning, strategic tax planning and preparation, estate, cross-border, retirement and residency planning, and insurance services, as well as outsourced SFO, CFO, CIO, Operations, and Project Director services.
What qualifications or credentials does LEO Wealth have?
LEO Wealth Singapore Pte. Ltd. (UEN 201419754M) holds a Capital Markets Services Licence for fund management and is an Exempt Financial Adviser. These services are offered only to Accredited Investors as defined under Singapore’s Securities and Futures Act, Chapter 289.
Their Singapore team has extensive expertise in providing comprehensive solutions for global high-net-worth families and family offices. They bring decades of investment experience to the clients they support, alongside the global LEO Wealth team.
Why is Endowus partnering with LEO Wealth?
Due to our operational set-up and the unique needs of US persons, we are unable to satisfactorily serve this group of individuals. We have partnered with LEO Wealth as we are aligned in our client-first approach. LEO Wealth upholds its services and products as a fiduciary and aligns with what Endowus stands for as a fee-only advisory platform.
Regardless, you should assess the suitability of LEO Wealth for your own financial needs.
Will I need to pay for LEO Wealth’s services and will Endowus receive any compensation for referring clients to LEO Wealth?
LEO Wealth offers many different services, each of which can be customised. Please speak to a LEO Wealth representative to find out more about their fees.
Endowus and/or its representatives are the referral party under such arrangement, and in return for this referral, Endowus receives a referral fee from LEO Wealth out of or based on the revenues that LEO Wealth generates within an agreed period as a result of any successful referral, which Endowus may disclose if so requested.
How will my data and information be shared between Endowus and LEO Wealth?
LEO Wealth may disclose information about you, your LEO Wealth account and/or any other service provided to you by LEO Wealth to Endowus to ascertain such referral fees or incentives payable to Endowus.
How is the onboarding process with LEO Wealth and what do I need to provide to get started?
You may start the onboarding process here.
A LEO Wealth representative will be in touch to understand the services you require before advising you on their onboarding requirements.