Posted inBusiness moves

Global wealth manager unveils Tokyo office

To bolster its offering for US expats.

Leo Wealth has set up an office in Tokyo, Japan to expand its global footprint and US tax practice.

The office will provide a range of US tax and consulting services to US expats, global citizens in Japan and the wider Apac region.

The Tokyo operation strengthens Leo Wealth’s tax capabilities across Asia and the US, bolstering the firm’s network in Hong Kong, New York, New Jersey and Dallas which serves global citizens in over 30 countries.

In Japan, Leo Wealth’s financial planning and tax services will focus on US income tax preparation and planning, tax compliance, and cross-border inheritance tax planning and tax-efficient outcomes.


Thomas Lu, managing director of Tokyo Office at Leo Wealth, will be responsible for overseeing the Japan office’s operations and business development in Tokyo and other markets in the Apac region.

He is joined by Ham Cheong and Jonathan Berry, both Tax Directors with more than a decade of experience each in helping clients navigate complex cross-border tax matters.

The trio joins Leo Wealth from PricewaterhouseCoopers’ tax practice in Japan.

Jessica Cutrera, president at Leo Wealth, said, “At Leo Wealth, we understand the sophisticated needs and logistical challenges global citizens face when living and working internationally.

“Our expansion into Japan comes less than a year since the creation of the Leo Wealth platform that serves our client base in over 30 countries, who require wealth creation and protection solutions across multiple jurisdictions.

“The new Leo Wealth Tokyo team brings a wealth of experience and expertise to our in-house tax capabilities, that advances our ability to customize engagements to help clients manage short-term tax objectives alongside intermediate and long-term wealth management goals.”

This article was first published on International Adviser.

Part of the Mark Allen Group.