Mission & Core Values
Camota Partners specializes in helping high-net-worth families manage and preserve wealth across generations. Through integrated solutions encompassing asset allocation, cross-border tax and trust planning, and philanthropic strategies, we offer culturally attuned and regulation-sensitive advisory services tailored to each family's unique context.
Our clients include entrepreneurial families and business owners across Greater China, particularly those facing complex regulatory and cross-border asset challenges. Our multilingual team—fluent in Mandarin, Cantonese, and English—collaborates closely with global financial institutions to deliver solutions rooted in local insight and international perspective.
Our Mission
Independent expertise to guide families toward long-term prosperity
We are committed to becoming the most trusted partner for high-net-worth families by integrating expertise across finance, law, tax, estate planning, and lifestyle management.
Our role is to provide objective, needs-based, and integrated advisory services.
With a deep understanding of each family's complexity and rhythm, we specialize in building bridges of trust across generations—helping families evolve from wealth management to sustainable governance.
Your First Point of Trust
We deeply understand the uniqueness and life rhythm of every family. With both expertise and empathy, we offer steadfast support to help navigate life’s complex challenges.
Your Most Trusted Professional Partner
By integrating knowledge across finance, law, tax, and succession planning, we provide neutral and objective advice—focusing on solving problems, not selling products.
Supporting Generational Growth
We build lasting relationships across all generations of the family, empowering sustainable development and fostering enduring harmony.
