웰씨앤와이즈 패밀리오피스 ㅣ Wealthy & Wise Family Office

Wealthy & Wise Family Office (웰씨앤와이즈) is a private, independent multi-family office headquartered in Columbia, Maryland, with operations in Seoul. It describes itself as Korea’s first private multi-family office and says it is the only Korean member of the Family Office Exchange and a member of the Integrated Wealth Advisor Council. Working across the United States and Korea, the firm adapts established family-office practices to clients’ needs, helping families manage complex financial, business, and legacy concerns.

Its services include customized family-business succession planning, global investment strategy, estate and tax planning, and multigenerational wealth management. The firm also helps families develop constitutions and preserve their values and history through materials such as guidebooks and videos. Additional offerings include next-generation education, philanthropy and charitable planning, financial planning, investment advisory programs, and venture-capital investment management. For families seeking support beyond finances, Wealthy & Wise provides concierge and lifestyle services, including travel and vacation planning, private yacht charters, personal shopping, and lifestyle management.