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Wealthy & Wise Family Office (W&W FO), a global multi-family office firm, hosted a reception on Thursday, June 10 at 5:30 PM at the Hallasan Room of Seoul Club to celebrate the expansion and relocation of its new Seoul headquarters in Yeouido.

The event was held to express gratitude to clients, advisors, and business partners who have contributed to the firm's growth and to mark the beginning of a new chapter for W&W FO.



Headquartered in the U.S. with additional offices in Seoul and Hawaii, W&W FO has provided tailored wealth management services to ultra-high-net-worth individuals and global entrepreneurs for over 20 years. The relocation to Yeouido is expected to further strengthen its presence in Korea and enhance its comprehensive one-stop solutions, including global asset management, inheritance and tax advisory, and education consulting.


The evening featured a welcome speech, company vision presentation, service overview, followed by a dinner and networking session that allowed guests to engage and connect.



Dr. Taeyoung Lee, Founder of W&W FO and pioneer of the family office concept in Korea, delivered insightful remarks on the evolving future of wealth management, reflecting on decades of experience and leadership in the field.



CEO Sangwoo Park emphasized, “This expansion is not just about a new office space—it signifies a deeper commitment to offering refined, client-centric global wealth management services. We are grateful for the unwavering trust of our clients over the past 20 years and look forward to the future with confidence.”



In addition, President Michael Lee introduced “Your Stories Live,” a unique new service designed to preserve and share family legacies across generations—highlighting W&W FO’s belief that true wealth management begins with family.







 
 
 


[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, 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.





 
 
 

Contact 

W&W Squarish logo Dark Background Tetris on Top_edited.png

COLUMBIA OFFICE

10320 Little Patuxent Pkwy, Suite 930

Columbia, MD 21044, USA

Tel: +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

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