Our Story
Encouraged by our clients' trust and support, CEO Curtis Kao founded Sincerus Advisory in 2021. We broke away from traditional methods and embraced a fresh perspective by combining a specialized team for family wealth legacy planning and cross-border tax matters. Our aim is to provide comprehensive and expert services tailored to your family's needs.
Our Commitment
Our goal is to be your trusted partner in family wealth succession. We provide expert advice at every stage, focusing on your needs and offering comprehensive tax assessments to help manage wealth transfer.
Customer-oriented
We understand that trust is earned. Since our inception, we've prioritized our clients' needs over profits. Guided by a service-first mindset, we stand by your family throughout each stage that requires our expertise, never taking your trust for granted.
About Us
Why Choose Us
Core Values
Client First
We prioritize the interests of our clients above our own profits.
Service, Not Sales
We focus on meeting our clients' needs by offering solutions.
Empathy
We look at things from the client's point of view and handle issues they might miss.
Reliable and Professional
Clients can trust us to handle their affairs with professionalism and confidence.
Aligning with Client Interests
We make decisions based on what's best for our clients, ensuring their interests are always our top priority.
Building Long-Term Relationships
We strive to create lasting partnerships, valuing the trust and benefits of ongoing collaboration.
Earning Trust and Loyalt
Our professional service and thoughtful solutions build trust and strengthen client loyalty.
Fostering Family Harmony
We consider each family member's needs to promote lasting happiness and stability in our clients' households.