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Expertise You Can Trust
At Carey Suen, we deliver exceptional international estate planning and passive income strategies tailored to expatriates. Here’s why we’re the right choice for your financial future:
1. Nearly 40 Years of Experience
With decades of expertise, we understand the complexities of international estate planning and income generation, helping expatriates protect assets and grow wealth globally.
2. Specialized Services for Expats
We focus on estate planning and passive income solutions designed specifically for expatriates, addressing cross-border challenges with ease.
3. Personalized Solutions
Every client is unique. We craft customized estate plans and income strategies tailored to your specific goals and circumstances.
4. Efficient & Cost-Effective
Our streamlined processes ensure high-quality, value-driven services that deliver results without unnecessary costs.
5. Global Reach, Local Expertise
Our worldwide network ensures compliance with local laws while leveraging global opportunities for estate planning and income generation.
6. Peace of Mind
With our thorough approach, you can rest assured your assets are protected, your wealth is growing, and your loved ones are secure.
7. Ongoing Support
We provide continuous support and regular updates to keep your estate plan and income strategies effective as your life evolves.
8. Client-Focused Service
Your satisfaction is our priority. We offer clear communication, responsive support, and solutions centered around your needs.
TESTIMONIAL
What Our Happy Clients Says About Our Company
John D.
"Carey Suen provided me with a comprehensive estate plan that covered all my assets across multiple countries. Their expertise and professionalism were evident throughout the process."
Maria L.
"Choosing Carey Suen was the best decision for my family's future. Their personalized approach and ongoing support have given me peace of mind knowing my estate is in good hands."
Maria Gomez
"I have known Annette for more than five years. Annette has outstanding personal qualities such as high level of self motivation, strong work ethic, friendly, persevarant, multi-talented and a good listener always keen to help others"
Richard Atkins
"I am absolutely delighted with Annette's financial adviser service. It is really refreshing to work with Annette who is truly interested with her client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend your services whenever possible. Regards Richard."
Habib ur Rehman
"Annette is a pleasure to work with. She is clear and concise in her communication, always provides detailed instructions for her tasks, and is always responsive to feedback." 👥 She is also friendly, supportive, funny, and makes working together a positive experience. 😄 I think it's great that Annette is funny, as it can make work more enjoyable and help to build rapport. It's also a sign that she is relaxed and confident, which can be reassuring for clients and colleagues alike.
Rob Dacho
"I have been a client of Annette's for many many years. She is very attentive in helping me find the balance between market growth and my appetite for risk. She has helped me build my portfolio in order to meet and exceed my retirement goals (even through turbulent markets). In addition, she very carefully walked me though creating and now revising my will to ensure that my future is well taken care of. It's been fantastic working with Annette."
