Kang Lai Te

Established in 1989, KASPICK & COMPANY specializes in the management and administration of planned gifts. The company serves educational, medical and religious organizations in the United States. It manages more than $3 billion of assets. KASPICK & COMPANY also offers policy and practice consultation services. The company performs administrative functions, including document review, asset transfer coordination, payment processing, tax preparation and gift annuity regulatory filing. It offers a range of accounting packages for recording gifts in financial statements. The company is a part of TIAA-CREF, which is a provider of retirement services for individuals and institutions in the academic, research, philanthropic and cultural fields. KASPICK & COMPANY has a quarterly newsletter that provides research and analysis on current topics.

Ocean IQ Capital is a boutique investment management firm headquartered in Silicon Valley, specializing in private wealth management and venture investments for executives and entrepreneurs. The firm leverages collaborative networks to provide creative solutions for complex financial situations, bridging the gap between the US and Asia to cater to the needs of internationally situated families. With a focus on generating steady and attractive risk-adjusted returns, Ocean IQ Capital partners with clients to prioritize their financial needs and align their capital with proprietary investment opportunities. The firm emphasizes independent strategies and consolidated reporting, ensuring transparency and superior risk-adjusted returns while avoiding traditional professional money managers. Generated from the website

Twin Lakes Capital Management LLC is a financial management firm based in Redwood City, California. The company specializes in providing investment solutions tailored to meet the unique needs of its clients. With a focus on strategic growth and risk management, Twin Lakes Capital aims to support individuals and institutions in achieving their financial goals. Their expertise is rooted in a commitment to delivering personalized service and sound financial advice. Generated from the website