About Us
About our founder
Wealthy & Wise Family Office (W&W FO) was founded by Dr. Taeyoung Lee,
who established it based on the strong family bonds, unity, and the importance of trust that he internalized during the tumultuous times of the Korean War and modern Korean history.
Dr. Lee, during his childhood amidst the Korean War and the subsequent turbulence in modern Korean history, witnessed his parents' efforts to protect their family. Through this experience, he realized that "the health and happiness of the family, and the love within the family" are precious values that must be pursued across generations.
This realization led him to establish a family office dedicated to continuing the legacy of these family values.
For over 20 years, W&W FO has been Korea's first multi-family office.
The mission of W&W FO is to enhance the health and happiness of our clients' families, strengthen the love and bonds within families, and ensure the continued growth of wealth and values across generations.
Who We Are
As the only member of both the Family Office Exchange (FOX) and its Integrated Wealth Advisor Council (IWAC) with offices in both the United States and South Korea, Wealthy & Wise Family Office is a unique player in the wealth management market. These memberships give our team access to best practices, industry insights, and a network of global peers and enable us to deliver high-quality, world-class services to our clients.
As an independent private company, the Wealthy & Wise Family Office team is committed to providing tailored family office services with unbiased views and strictly abiding by our fiduciary duty to clients. Our goal is to help families effectively manage and grow their wealth, preserve their legacy, and ensure that their financial affairs are well-coordinated and optimized. With our commitment to delivering the highest wealth management services standards, Wealthy & Wise Family Office has earned a reputation as a trusted partner for high-net-worth families internationally.
Our Vision
In recent decades, the global economy has undergone unprecedented transformations that have lifted billions of people from poverty to prosperity. Families and communities worldwide have worked tirelessly throughout these changes to build wealth and assets for future generations.
The time has come for the family founders to enjoy what they have created - and for the next generation to assume responsibility for continuing the legacy of what came before them through professional, responsible, and ethical asset management.
Wealthy & Wise Family Office can provide high-net-worth families with the expertise, guidance, and support they need to effectively preserve the material wealth and intangible legacy built by the first generation. By working closely with each family to understand their unique financial goals and priorities, we can develop a tailored wealth management plan that helps families grow their assets, preserve their legacy, and ensure that their financial affairs are well-coordinated and optimized.
With Wealthy & Wise Family Office, prosperous families can be confident that their wealth and assets will continue to support their long-term financial success and the prosperity of their loved ones and their communities for generations to come.
Our Mission
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.
We recognize the unique challenges that high-net-worth families face and are committed to providing customized, expert guidance and support to help families overcome these challenges and achieve their financial goals. Whether families need guidance to manage investment portfolios, address tax and estate planning issues, or provide wealth transfer strategies, Wealthy & Wise Family Office is here to help families navigate the financial landscape and make informed decisions about their wealth and assets.
Our Symbol
The W&W FO logo consists of four interconnected symbols.
Inspired by traditional Korean patterns, these symbols represent
Health, Happiness, Long Life, and Love within a Family.
The interconnected design of these symbols signifies that health, happiness, love, and longevity are closely linked, expressing the values that grow harmoniously within them.
Brand Philosophy
W&W FO seeks to realize the true values of life through a healthy life, sustainable happiness, longevity, and deep family love.
The services of W&W FO are designed around these four core values:
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Health: We prioritize the mental and physical health of our clients and their families. We provide comprehensive health management, ranging from mental health support through family trips and family meetings to arranging and managing medical services in the United States.
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Happiness: Happiness is not just a momentary joy but a sustainable state of life. We help our clients strengthen their family bonds and enjoy happiness in their daily lives.
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Long Life: We define longevity not simply as a long life but as a healthy and prosperous one. We offer various services to help our clients enjoy the pleasures of longevity and enrich their lives.
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Love within a Family: Family is the foundation of all success and happiness. W&W FO helps strengthen the bonds between family members and build relationships based on mutual respect and love.
Contact
COLUMBIA OFFICE
10320 Little Patuxent Pkwy, Suite 930
Columbia, MD 21044, USA
Tel: +1 (808) 427-8434
E-Mail: info@investedadvisory.com
HONOLULU OFFICE
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
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