Professional, one-stop solution for your tax, financial, and wealth planning needs

Transforming Advisory into An Art

About Us

Over 20 years of cross-industry experience
Tailored solutions to meet
your unique needs

In today’s complex and ever-changing market landscape, tax planning, financial advisory, insurance, and wealth management are inseparable. Professional guidance empowers you to make informed decisions.

World Bridge is a fee-based consulting firm specializing in customized, personalized services including tax planning, wealth management, trust structuring, immigration planning, assistance with public listings, and comprehensive support for companies entering foreign markets. We help individuals and firms optimize taxes, allocate assets effectively, and achieve wealth maximization—all within full legal compliance.

Why Choose Us

Industry Leader
Your Trusted Partner

Cross-Border Vision & Team of Experts

Our multidisciplinary advisory team comprises experienced immigration attorneys, CPAs, tax advisors, trust consultants, and professionals with investment banking backgrounds. With deep expertise in U.S., Chinese, and international regulations, we seamlessly connect global resources to deliver strategic solutions.

Tailored & Advanced Planning

We do not rely on templates. Every plan is custom-crafted based on the client’s asset structure, family dynamics, and business goals. We uphold the highest standards of confidentiality and service expected by ultra-high-net-worth individuals.

One-Stop Service with Reliable Implementation

We provide comprehensive, end-to-end services that address even the most complex and unique needs. Beyond strategic planning, we offer hands-on execution to ensure real-world results and long-term success.

Choose World Bridge,
Achieve Your American Dream

Our Services

Customized One-Stop Service

Advanced Tax Planning

We provide in-depth U.S.–China tax analysis and design optimized tax structures for high-net-worth individuals and cross-border enterprises. Our goal is to help clients maximize tax efficiency while maintaining full legal compliance.

One-Stop Immigration Service

We tailor the optimal immigration path based on each family’s asset profile, tax situation, and educational needs—avoiding common pitfalls and achieving the best alignment between legal status and asset strategy.

Global Asset Management & Allocation

With a global perspective, we design diversified asset allocation strategies across asset classes to preserve and grow wealth for our clients.

Overseas Real Estate Planning

We identify prime locations and high-potential regions to offer tailored residential or investment property solutions abroad, supported by comprehensive end-to-end services.

Home Renovation & Expansion

For homeowners seeking remodeling or home additions, we offer full-cycle project management to enhance property value and investment returns.

Commercial Real Estate

We cover a wide range of commercial real estate investment opportunities, developing strategies that balance steady cash flow with long-term appreciation potential.

Education Planning

In line with family planning and long-term immigration goals, we offer full-spectrum educational consulting to help children thrive on the global stage from day one.

One-stop Corporate Overseas Expansion

We support Chinese enterprises in setting up operations in the U.S., including brand localization, M&A advisory, tax restructuring, and HR deployment—bridging the last mile of global expansion.

Looking for a one-stop solution for wealth and legacy planning?