Alison Ngai (CFP®, MBA)
Alison Ngai focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- ExPat and Cross Border Issues
- Real Estate Investments
- Tax Planning
- Women's Financial Planning Issues
- Charitable Giving
- Estate & Generational Planning Issues
- ExPat and Cross Border Issues
- Real Estate Investments
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Alison Ngai is a fee-only fiduciary CFP® professional with decades of global private banking and financial planning experience. Along with international work and life experience at philanthropy offices and non-profit organizations, Alison delivers holistic, tailored-made financial planning, legacy, and trust planning services for both domestic and cross-border clients, with strategic focus on philanthropy.
Alison is a seasoned wealth management professional with extensive experience in financial, tax, and estate planning for high-net-worth individuals and families.
She earned her Master’s degree in Trust and Wealth Management (Summa Cum Lauda) from Campbell University in the United States, and also graduated from The Chinese University of Hong Kong Business School as a Sir David Trench Scholar.
Additional Information
Philanthropy Financial Planning
Self. Family. World.
As most financial advisors focus on growing your portfolio, we focus on growing your impact. Through comprehensive planning across three pillars - personal security, family legacy, and purposeful giving - we help you achieve financial freedom, and channel your resources where they matter most.
Our Approach
Three Pillars of Financial Planning
True financial success goes beyond personal wealth. It's about building security, strengthening family, and creating lasting impact.
Comprehensive, Purpose-Driven Planning
Every service is designed to support your complete financial picture - security, family, and giving aligned together.
NAPFA Start Date
November 03, 2025
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