Tracy Y. Chen, LL.B., LL.M.
Principal/ Financial Adviser

Ms. Tracy Chen graduated from New York University School of Law with her Master of Law degree. She then became an Attorney and accumulated 15+ years of experience working in Manhattan's prominent law firms specializing in real estate development, asset accumulation, tax abatement/relief planning, wealth inheritance, and family trust planning.

Now Ms. Chen is dedicated to serving individuals and families in the local community. With years of wealth and estate solutions experience, Tracy knows that no single approach is the right one for every individual and their family. Her success lies in skillfully combining her knowledge and various investment and/or insurance products to create customized solutions for clients suited for each family's overall financial and tax planning strategies.

Tracy's areas of focus include asset protection design, strategies for transnational asset protection, life insurance, retirement planning, disability (Income Protection) insurance, and estate planning. Besides working on these projects and nurturing new and existing relationships with her clients, Tracy has been invited to speak at seminars all over the U.S. to educate and mentor other financial professionals.

Tracy's innovative and flexible approach to trust and wealth strategies has earned her accolades in Forbes Magazine in 2021 to 2024 and Top of the Table Membership of the annual MDRT* Award from 2017 to 2024 Most recently, she was listed as one of the Top 100 Financial Security Advisers** in the United States by Forbes Magazine.

Tracy is married with two children and currently resides in Orlando, FL. She and her family are active members in their local church.