When I co-founded the Botrich Family Wealth Heritage Center, I wasn’t just building a financial services firm, I was building a philosophy. One rooted in values I’ve held for much of my life: the belief that wealth is not simply about accumulation, but about intention, responsibility, and legacy.
Today, Botrich serves families and individuals around the world, helping them manage, preserve, and grow their wealth. But more importantly, we help them align their resources with their purpose. In this blog, I want to share the vision behind Botrich, what drives us, what makes us different, and why I believe that wealth, when stewarded thoughtfully, can become one of the most powerful forces for good.
More Than Numbers: Wealth as a Human Story
When people hear “wealth management,” they often picture spreadsheets, market reports, and investment strategies. And yes, those tools are part of what we do. But at Botrich, we begin with something far more personal: the human story behind the money.
Every family we work with has a unique set of goals, values, and experiences. Some want to pass on a business, others want to support global causes, and many are thinking about how to raise children who understand the value, not just the amount of what they’ll one day inherit.
We listen deeply before we advise. We ask questions about what success really looks like, what kind of legacy they want to leave, and what worries keep them up at night. From there, we tailor strategies that support not just financial health, but emotional clarity and family harmony.
Heritage and Community: A Shared Responsibility
The word “heritage” in our name is intentional. At Botrich, we believe wealth is not just passed down, it’s passed forward. It carries history, values, culture, and possibility. And that heritage isn’t just personal; it’s communal.
Growing up in China, I was taught that success carries obligation. That when you are fortunate enough to have resources, you have a duty to uplift others: your family, your neighbors, and even strangers you’ll never meet. That same mindset guides the work we do.
Many of our clients are involved in philanthropy, family foundations, or community development. We help them give strategically, in ways that reflect their values and create long-term impact. Whether it’s structuring charitable giving, designing intergenerational mentorship programs, or supporting mission-driven investing, we view wealth as a tool for building stronger, more resilient communities.
Holistic Service: Integrating Strategy With Heart
One of the defining traits of Botrich is our holistic approach. We don’t believe in one-size-fits-all solutions, and we don’t separate the financial from the emotional. Family wealth is deeply intertwined with identity, relationships, and transitions: births, deaths, marriages, career changes. We serve clients as whole people, not just financial profiles.
This means bringing in multidisciplinary expertise. Our team includes not only wealth managers and investment advisors, but also estate planners, business consultants, family governance experts, and wellness professionals. We also work closely with psychologists and coaches when clients are navigating sensitive issues, like generational transfer or intra-family conflict.
We take the long view. Our goal isn’t just to solve problems, it’s to prevent them, to prepare the next generation, and to give families the tools they need to grow with confidence and clarity.
Generational Thinking: Preparing, Not Just Planning
One of the biggest mistakes I see in traditional wealth management is the assumption that a good estate plan is enough. In truth, the legal documents are only part of the story. Families need to prepare their heirs, not just their assets.
At Botrich, we work closely with families to develop what we call a heritage plan. This includes not only financial education for children and young adults, but also conversations around values, vision, and family purpose. We help facilitate family meetings, design succession plans, and create structures that foster trust and transparency across generations.
We’ve seen time and time again that when the rising generation is included early and equipped thoughtfully, they don’t just inherit wealth, they carry it forward with intention.
Leading With Purpose in a Global World
My own background, as someone who grew up in China and now operates in global markets, has shaped how I think about wealth and leadership. We live in an interconnected world. Wealth today moves across borders, cultures, and time zones. But the principles that sustain it remain universal: stewardship, transparency, and trust.
At Botrich, we serve a global client base, but we always lead with local insight and cultural respect. Whether we’re advising a family business in Asia, structuring investments in the U.S., or facilitating a cross-border inheritance, we focus on building bridges between people, between generations, and between purpose and practice.
Building More Than Wealth
When I look back at the journey that led me to found Botrich, I see more than a career. I see a calling. I see families transforming not just their finances, but their futures. I see young people stepping into leadership roles with clarity and courage. I see generosity taking root across continents.
Wealth, at its best, is not about status. It’s about possibility. It’s the chance to write your own story and help others write theirs. At Botrich, that’s what we’re here to do: one conversation, one strategy, one family at a time.
To anyone seeking to align their wealth with their purpose: we’re here, we’re listening, and we’re ready to walk with you.