Wealthy & Wise Family Office May Seminar Announcement

[W&W Family Office May Seminar Announcement]

W&W Family Office (W&W FO) in Columbia is pleased to host a seminar on retirement planning, inheritance, and gifting. We warmly invite those interested to attend.

• Date & Time: Friday, May 9, 2025, 5:30 PM – 7:30 PM

• Location: 10320 Little Patuxent Pkwy, Suite 930 (9th Floor), Columbia, MD 21044

  
  

• Topics:

  • Retirement Planning

  • Inheritance and Gifting

    
    

• Speakers:

  • Dr. Taeyoung Lee (Founder & Advisor, W&W FO)

  • Sangwoo Park (CEO, W&W FO)

  • Genti CICI (Senior Advisor, W&W FO, CFP)

    
    

• Other: Light refreshments will be provided

• RSVP Required:Please register in advance via email at info@investedadvisory.com or call +1-410-469-9532

Wealthy & Wise Family Office celebrates grand opening in Columbia(Monthly Business)

Wealthy & Wise Family Office, a multifamily wealth management firm with offices in South Korea and Hawaii, has relocated its headquarters from Baltimore to Columbia.

The firm held a ceremonial grand opening Sept. 12 in its suite on the ninth floor of the Merrill Lynch building in Columbia. Founded by Tai-Yong Lee, the firm aims to help Korean American and immigrant communities by providing comprehensive financial and generational planning services.

As someone who came to America from South Korea in 1965, Lee observed Korean immigrants accumulating wealth, but he said that the community has a lot of catching up to do with the rest of the country in managing wealth.

“Now it’s about time for Korean communities to think about not only acquiring more wealth but also how to protect accumulated wealth, and think about what to do about wealth for future generations,” Lee said.

The company relocated from downtown Baltimore about six months ago to be closer to the Korean Community and other first and second-generation immigrant communities, Lee said.

Yumi Hogan, Maryland’s former first lady, attended the grand opening. She praised the firm’s dedication to going beyond basic finance services to their clients.

“Their focus has always been on marking their service more personal and tailored to the unique needs of our community,” Hogan said. “I realize that it’s about much more than managing money. It’s about preserving the values, goals and the legacy of families for future generations.”

Joanna Chen, representing Howard County Executive Calvin Ball, presented a proclamation honoring the firm’s contributions.

Wealthy and Wise Family Office offers business succession services, guidance for successor generations, investment advice and education guidance, lifestyle services and philanthropy. Its other offices are in Seoul and Honolulu.

Link: https://bizmonthly.com/news/business/banking-finance/2024/10/wealthy-wise-family-office-columbia/

Wealthy & Wise Family Office Participates in 20th Hawaii Korean Festival

Wealthy & Wise Family Office Participates in 20th Hawaii Korean Festival

On Saturday, August 3rd, Wealthy & Wise Family Office took part in <the 20th Hawaii Korean Festival>, held at Kakaako Mauka Gateway Park in southeastern Hawaii. Organized by the Korean Chamber of Commerce in Hawaii, the annual event celebrated Korean culture within the local community, marking its 20th anniversary this year.

For the third consecutive year, Wealthy & Wise Family Office participated as a sponsor, strengthening its ties with the local communities as a prominent Korean-American business in Hawaii. The company’s booth welcomed several distinguished guests, including Hawaii Governor Josh Green, Lieutenant Governor Sylvia Luke, Honolulu Mayor Rick Blangiardi, President of the Korean Chamber of Commerce in Hawaii Gina Nakamura, Narcissus Queen and Princes and representatives from the Chinese Chamber of Commerce in Hawaii, and several legislative representatives from the State of Massachusetts, all of whom expressed their support and encouragement.

In his address, Governor Josh Green said, “This festival is a testament to the shared culture and history we continue to build together. I hope it serves as a symbol of the enduring bond between Hawaii and the Korean community, paving the way for a future of unity, prosperity, and harmony.”

Lieutenant Governor Sylvia Luke, the first Korean-American to hold such a position in any U.S. State, added, “I hope the successes of our generation continue to inspire and uplift future generations,” highlighting the event’s role in fostering connections between Koreans and Hawaiians.

Gina Nakamura, President of the Korean Chamber of Commerce in Hawaii, has played a pivotal role in promoting Korean culture through the development of various programs for local residents.

At the festival, Wealthy & Wise Family Office highlighted its role as a “Multi-Generational Wealth Management,” introducing visitors to the concept of the family office and how it aligns the family value to the wealth. The company received a positive response by offering financial education and long-term investment planning, particularly aimed at younger generations. Headquartered in Columbia, Maryland, Wealthy & Wise Family Office boasts over 20 years of experience, with additional offices in Seoul and Honolulu.