Team
The team
Flourishing Tree is governed by its partners. A family’s affairs deserve more than one pair of eyes. The four partners form one relay: from the first deep conversation, to the plan, to delivery, to years of governance and companionship.
Andy
刘宇Carolyn
钱玉Joyce
陈文君Richard
李达Between them, the team holds the ACCA, CFP, STEP, CFA and US CPA, with careers at Big Four accounting firms, an NYSE-listed independent wealth manager, international private banks and insurance groups.
Our Network
Our working network
Beyond the partners, we keep long-standing project relationships with Big Four accounting firms, licensed trust companies and private banks at home and abroad, and with law firms and tax advisers; and we keep advisory-level ties with senior economists and international family-office research institutions. All are drawn upon as each family’s matters require, and bound by the same confidentiality.
Meet us
One confidential conversation says more than a page of résumés.