%20Bold%2020230912.png)
Manage
Your Family
Like a Business
Who We Are
Wealthy & Wise Family Office, headquartered in Columbia, Maryland USA is the first private and independent Multi-Family Office in Korea. It is also the only Family Office Exchange member in Korea. Beside Columbia Maryland and Seoul Korea, Wealthy & Wise Family Office also operates in Honolulu Hawaii. Wealthy & Wise Family Office provides comprehensive wealth management services throughout the United States and Korea, regardless where you are located.
Our Programs
*click each program to learn more
"Financial Planning & Investment Strategy,
Tax Management &
Retirement Planning"
"An Advisor for Everyone.
Basic Planning, Investments
and Budgeting with no minimums to start"
"Venture Capital Investment Management, Pre-Seed to Series A Research,
Selection & Investment"
"Personalized optimal investment strategies"
Our Services
The team at Wealthy & Wise Family Office is dedicated to helping families address their complex financial and estate planning needs. By providing a comprehensive suite of wealth management services and expertise, Wealthy & Wise Family Office helps families to safeguard their wealth and assets, preserve their legacy, and ensure that these assets are efficiently transferred from one generation to the next.
Family Succession Planning
.png)
Every family is different, and so is every business; a one-size-fits-all approach is insufficient to ensure successful and harmonious continuation of the family businesses in the next generation. That’s why we offer a customized approach to family succession that is tailored specifically to your family and business needs.
Global Investment Strategy
Wealthy & Wise Family Office headquarters in Columbia operates an investment advisory firm with a long track record of successfully investing clients' wealth in promising and fast-growing industries. We believe long-term, diversified, and value-oriented investments are the key to multigenerational prosperity.
Family Constitution & Legacy
.png)
Wealthy & Wise Family Office helps the progenitors of successful and respected families preserve their family's values, history, and virtues. We create guidebooks, videos, and other materials that family members of any age can reference and enjoy. Additionally, we work with each family member to construct a family constitution tailored to your household's unique needs.
Multi-generational Wealth Management
Wealthy & Wise Family Office offers comprehensive Multi-generational Wealth Management services, designed to preserve wealth way pass the third generation. Our special Trust setup ensure the continuation of the wealth accumulation throughout generations even with a decent distribution.
Next Generation Education
The question of how to educate one's children is a subject of great parental interest - and even greater concern. Wealthy & Wise Family Office helps its clients find the right institutions for their children around the globe. More importantly, we provide parents with strategies to teach their children responsible financial habits, discover their talents, and shape their careers.
Philanthropy & Charity
Noblesse oblige (French for "nobility obliges") contends that great wealth, power, and prestige come with great responsibility. Whether you hope to raise funds and awareness or dream of establishing a charitable foundation, we will help you choose the best strategy of adopting noblesse oblige for you and your family.
Concierge & Lifestyle Services
Managing a family and a business is a full-time job. Let us handle the rest, so you can focus on what matters most - enjoying life with your family. Wealthy & Wise Family Office offers lifestyle services including but not limited to chartering private yachts, luxury travel and vacation planning, personal shopping, concierge services, and lifestyle management.
Estate & Tax Planning
we provide expert estate and tax planning services tailored to preserve and grow wealth across generations. We guide families through the complexities of inheritance laws, tax-efficient structures, and charitable giving options, delivering solutions that align with their values and financial goals. With our expertise, clients can achieve peace of mind, knowing their legacy is secure and aligned with their long-term vision.
Dr. Daniel Tai Young Lee
EDUCATION
Indiana University – MA, PhD, Economics & Business Administration
Seoul National University – BA, Law
EXPERIENCE
Wealthy & Wise Inc. – Founder, Advisor
Salisbury University – Associate Professor
Lotte Group – Director of Intl. Relations
East-West Center – Director
PTC International – Founder, President
Baltimore Foreign Affairs – Board Member
Global Team
At Wealthy & Wise Family Office, we believe that
only the best can serve the best.
Each member of our team has extensive professional experience and comes from a diverse cultural background. Wealthy & Wise Family Office team members generally have a master's degree or higher, speak two or more languages, and are equipped to understand different cultures and family dynamics. Wealthy & Wise is at your service.
CEO - Wealthy & Wise Family Office
Sangwoo Park
EDUCATION
Seoul National University - MBA
Bucknell University - BA, Studio Art
EXPERIENCE
PTC Korea - Co-Representative
KIPM - Co-Managing Director
INCITE - Korea Country Manager
Shinsegae Simon - Development Manager
Shinsegae International - Planning Manager
WORK LOCATION
Columbia MD and Seoul Korea
CFO / Family Legacy Strategist
Steve Hsin
EDUCATION
University of Baltimore - MS, Finance
University of Baltimore - BS, Finance
EXPERIENCE
PTC International Inc. - VP & CFO
IPM / InvestEd – CEO
KIDVC – Finance & Operation Director
BaoDao Commercial Bank – Loan Officer
Taipei Bank – Customer Service Manager
WORK LOCATION
Columbia MD, Honolulu HI, and Seoul Korea
Global Investment Strategist
Genti Cici
EDUCATION
University of Baltimore – MBA, Finance
University of Baltimore – BS, Intl. Business
EXPERIENCE
Founder – StandUP Advisors
IPM/InvestEd – Chief Invest Strategist, CCO
CERTIFICATION
Certified Financial Planner – CFP
Chartered Alternative Investment Analyst – CAIA
Investment Advisor Representative Series 65 - FINRA
WORK LOCATION
Columbia MD
US Financial Advisor / Portfolio Manager
Endrit-Lloshi
EDUCATION
Aleksander Xhuvani University – MS, Marketing
Aleksander Xhuvani University – BS, Marketing
EXPERIENCE
IPM/InvestEd – Senior Financial Advisor
Albania American Hospital – Marketing Specialist
Roma Pharmacy – Operations Manager
CERTIFICATION
Certified Financial Planner – CFP
Security Industry Essentials Cert – FINRA
Uniform Securities Agent State Law Cert – FINRA
Uniform Investment Adviser Law Cert - FINRA
WORK LOCATION
Columbia MD
Investment Advisor
JaeKyun Kwak
EDUCATION
Western University - BA, Economics
EXPERIENCE
Erom – Planning and Coordination Associate
M-Venture Investment - Management Manager
Maple Investment Partners - Management Team Manager
CERTIFICATION
Certified Investment Manager (Korea)
WORK LOCATION
Seoul Korea
Rising Gen Leadership Training Specialist
Gilyoung Lee
EDUCATION
Seoul National University – MS, Education and English Education
Korea University – BS, Education
EXPERIENCE
Lehi High School – Teacher internship, Utah, USA
Korea Foundation for Science and Creativity (KOFAC) – Research Associate
Korea Development Institute (KDI) – Researcher
Seoul National University (SNU)'s Institute of Science
and Gifted Education Center - Researcher
Center of Teaching and Learning (CTL in SNU) - Visiting Researcher
Career Design Center in College of Education of SNU - Researcher
CERTIFICATION
Certified Investment Manager (Korea)
AFPK(ASSOCIATE FINANCIAL PLANNER KOREA)
A secondary teaching certificate (English and Scholar of Education)
WORK LOCATION
Seoul Korea
Executive Assistant
Cameron Elaine Teeter
EDUCATION
BLA-Bachelor of Landscape Architecture
University of Georgia
EXPERIENCE
Non Profit-Director of Community Agriculture
Administrator Brazilian Corporation/Estate
CERTIFICATION
Licensed Real Estate Agent, North Carolina and Georgia
WORK LOCATION
Columbia MD
Client Relationship Officer
Kyunghee Hong
EDUCATION
University of Seoul - MA, Visual Communication Design
University of Seoul - BA, Visual Communication Design
EXPERIENCE
Korea International Portfolio Management - General Affairs Manager
WORK LOCATION
Seoul Korea
Accounting and Compliance Specialist
Yuna Choi
EDUCATION
BA, Business Administration
EXPERIENCE
PARU CO. Ltd. - Executive Secretary
CF-TV - Secretary to Director
Lotte Shopping - Secretary to Sales Team Manager
CERTIFICATION
Craftsman Information Equipment Operation
Craftsman Information Processing
Computerized Accounting Specialist - Level 3
Word Processor - Level 1
WORK LOCATION
Seoul Korea
Our Partners
.png)
Contact
COLUMBIA OFFICE
10320 Little Patuxent Pkwy, Suite 930
Columbia, MD 21044, USA
Tel: +1 (410) 469-9532
+1 (808) 427-8434
E-Mail: info@investedadvisory.com
HONOLULU OFFICE
1003 Bishop St, Suite 2700
Honolulu, HI 96813, USA
Tel: +1 (808) 427-8434
SEOUL OFFICE
#201, 111, Yeouigongwon-ro, Yeongdeungpo-gu, Seoul, Korea
Tel: +82-2-785-2774
E-Mail: info@wnwinc.co.kr
BACK TO TOP