Cecilia Leung Launches Rich & Sassy Wealth Strategies for Founders
In an era where founders often face pivotal moments in their careers, Cecilia (Cece) Leung, CPA, announces the launch of Rich & Sassy Wealth Strategies (RSWS), a New York-based strategic advisory firm. This initiative aims to assist founders navigating complex decisions related to wealth management, tax strategies, and major liquidity events such as IPOs and exits.
With over 20 years of comprehensive experience across reputable firms like PwC, EY, and J.P. Morgan, Cece is well-equipped to guide leaders at this critical juncture. Founders often find themselves at the crossroads of significant financial transitions, demanding not only financial acumen but also strategic planning that accounts for timing and tax implications.
"Founders at this stage don’t need more opinions; they need actionable insights that align with their unique circumstances," Cece stated. RSWS is designed to provide a year-round advisory service focusing on wealth and tax strategy, capital structure, and insurance design. Importantly, Cece's firm offers focused support during crucial decision-making points, advocating for a thoughtful approach to wealth management that avoids costly mistakes down the line.
The advisory services provided by Rich & Sassy Wealth Strategies extend beyond mere financial calculations. Cece emphasizes the importance of understanding the personal, relational, and long-term ramifications of each decision. "It’s not just about spreadsheets; it’s about real-life consequences that could last decades," she noted.
In her comprehensive approach, Cece integrates insights from diverse specialists, including Dr. David Kaye, a philosophical counselor who addresses personal identity and leadership challenges that arise when founders reach their career goals. Moreover, RSWS offers immersive leadership retreats in China that combine Eastern philosophical wisdom with Western strategic thinking, enabling a holistic perspective on decision-making.
Cecilia’s global background—as someone who has lived and worked in cities like Hong Kong, Canada, and Europe—enables her to connect with founders across various cultural and regulatory landscapes, providing tailored advice that resonates with their specific challenges. Her expansive worldview enriches her understanding of the complexities that can accompany wealth transitions, whether in a single country or on a global scale.
For those interested, more information about Rich & Sassy Wealth Strategies can be found on their website (www.richandsassy.com), where founders, executives, and investors gearing up for significant transitions can learn how to navigate their financial journeys effectively.
With its focus on strategic guidance during critical financial moments, RSWS aspires to be a go-to resource for those who are serious about making informed decisions. Cece's mission is clear: empower founders to make strategic choices today that will lay the foundation for their lasting success and legacy in the future. As the landscape continues to evolve, Rich & Sassy Wealth Strategies stands ready to support leaders on their journey to achieving their entrepreneurial and financial goals.
With over 20 years of comprehensive experience across reputable firms like PwC, EY, and J.P. Morgan, Cece is well-equipped to guide leaders at this critical juncture. Founders often find themselves at the crossroads of significant financial transitions, demanding not only financial acumen but also strategic planning that accounts for timing and tax implications.
"Founders at this stage don’t need more opinions; they need actionable insights that align with their unique circumstances," Cece stated. RSWS is designed to provide a year-round advisory service focusing on wealth and tax strategy, capital structure, and insurance design. Importantly, Cece's firm offers focused support during crucial decision-making points, advocating for a thoughtful approach to wealth management that avoids costly mistakes down the line.
The advisory services provided by Rich & Sassy Wealth Strategies extend beyond mere financial calculations. Cece emphasizes the importance of understanding the personal, relational, and long-term ramifications of each decision. "It’s not just about spreadsheets; it’s about real-life consequences that could last decades," she noted.
In her comprehensive approach, Cece integrates insights from diverse specialists, including Dr. David Kaye, a philosophical counselor who addresses personal identity and leadership challenges that arise when founders reach their career goals. Moreover, RSWS offers immersive leadership retreats in China that combine Eastern philosophical wisdom with Western strategic thinking, enabling a holistic perspective on decision-making.
Cecilia’s global background—as someone who has lived and worked in cities like Hong Kong, Canada, and Europe—enables her to connect with founders across various cultural and regulatory landscapes, providing tailored advice that resonates with their specific challenges. Her expansive worldview enriches her understanding of the complexities that can accompany wealth transitions, whether in a single country or on a global scale.
For those interested, more information about Rich & Sassy Wealth Strategies can be found on their website (www.richandsassy.com), where founders, executives, and investors gearing up for significant transitions can learn how to navigate their financial journeys effectively.
With its focus on strategic guidance during critical financial moments, RSWS aspires to be a go-to resource for those who are serious about making informed decisions. Cece's mission is clear: empower founders to make strategic choices today that will lay the foundation for their lasting success and legacy in the future. As the landscape continues to evolve, Rich & Sassy Wealth Strategies stands ready to support leaders on their journey to achieving their entrepreneurial and financial goals.
Topics Financial Services & Investing）
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