Exploring Alternative Investments

Lattice Financial Advisory collaborates with private banks, family offices, and asset managers on evaluating numerous investment opportunities.

Our platform operates on two fronts: we implement a risk-adjusted investment strategy to guide our investors toward unique opportunities, and simultaneously, we focus fundraising for projects that align with the investment objectives of our network.

Customized Investment Solutions

We work with selected partners to focus on wealth planning, capital sourcing, and curating opportunities in direct investments, private equity, venture capital and real estate.
Asset 1@2x
Portfolio Risk Management

Tailored solutions to fit your portfolio

Asset 1@2x
Deal Sourcing, Capital Raising, Due Diligence

Source capital for projects. Evaluate deals. Allocate funds.

Asset 1@2x
Insurance, Trust and Tax Planning

Generational planning across multiple jurisdictions

Asset 1@2x
Art
Advisory

Art portfolio curation and management

Customized Investment Solutions

We work with selected partners to focus on wealth planning, capital sourcing, and curating opportunities in direct investments, private equity, venture capital and real estate.
Asset 1@2x
Portfolio Risk Management

Tailored solutions to fit your portfolio

Asset 1@2x
Deal Sourcing, Capital Raising, Due Diligence

Source capital for projects. Evaluate deals. Allocate funds.

Asset 1@2x
Insurance, Trust and Tax Planning

Generational planning across multiple jurisdictions

Advisory insights

thought leadership
2025-05-19

Moody’s Downgrades U.S. Credit Rating Amid Fiscal and Debt Concerns/ 穆迪下調美國信用評等,關注財政與債務風險

2024-02-15

2024-02-15

2024-02-15

2024-02-15

2024-02-15

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Key 2 2
2023-08-29

Demo (info, fund, North America)

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Home Bg
2023-08-29

Demo (insights, fixed income, HK)

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Key 2 2
2023-08-29

Demo (news, fund, SG)

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2025-05-19

Moody’s Downgrades U.S. Credit Rating Amid Fiscal and Debt Concerns/ 穆迪下調美國信用評等,關注財政與債務風險

2024-02-15

2024-02-15

2024-02-15

2024-02-15

2024-02-15

2024-02-15

What To Expect In 2018s Job Market Capital Search Group
2023-11-22

The jobless claims fell more than expected, easing the slowdown in the labor market 申請失業金人數優於預期,勞動市場降溫的情況緩解

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Key 2 2
2023-08-29

Demo (info, fund, North America)

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Home Bg
2023-08-29

Demo (insights, fixed income, HK)

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Key 2 2
2023-08-29

Demo (news, fund, SG)

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