SkyLantern Financial helps internationally connected families and business owners navigate complex financial and tax matters involving the United States and Taiwan. We assess the full picture, identify risks and opportunities, develop a coordinated strategy, and help bring the appropriate professionals together to move that strategy forward.
Bilingual strategic guidance in English and Mandarin for financial lives connected across countries.
OVERVIEW
A decision involving an account, business, property, gift, inheritance, pension, insurance policy, or family member in another country can affect much more than one tax return. It may also involve:
When each professional sees only one part of the situation, important questions may go unanswered.
WHAT WE OFFER
We begin by understanding your family, residency, assets, income, businesses,
financial accounts, professional relationships, and long-term goals in both countries.
We identify potential risks, reporting considerations, planning opportunities,
unresolved questions, and decisions that may require specialized professional advice.
We organize the issues into a practical roadmap, evaluate available options, and help you
determine what should happen now, what can happen later, and what requires further analysis.
We help coordinate with tax, legal, investment, insurance, accounting, and international
professionals so that each part of the work supports the larger strategy.
Clients often come to SkyLantern when they are:
SkyLantern Financial works with internationally connected
families, professionals, and business owners whose financial
lives involve the United States and Taiwan.
For U.S. citizens and residents with financial accounts, investments, pensions, insurance, property, businesses, or family responsibilities in Taiwan.
For individuals and families preparing to move, invest, study, work, establish residency, or build a financial life in the United States.
For founders and business owners whose entities, income, employees, investments, or family wealth involve more than one country.
For families navigating cross-border gifts, inheritances, financial support, asset transfers, or multigenerational planning.
For families who need tax, legal, investment, business, and international professionals working from a coordinated strategy.
For clients who need to understand the full financial and tax picture before making an important transaction, relocation, ownership, retirement, or family decision.
We understand that a financial decision made in Taiwan may create considerations in the United States—and that U.S. advice may not fully reflect the purpose, structure, or cultural context of an asset or family arrangement in Taiwan.
We look beyond a single tax form or financial account. Our analysis considers how tax, cash flow, ownership, business, estate, family, and long-term planning issues interact.
We provide guidance in English and Mandarin and help clients communicate complex financial matters across family members and professional teams.
We help define the issues, organize the questions, and coordinate with the professionals responsible for legal advice, tax filings, investment management, insurance, accounting, and international implementation.
Our goal is not to make financial matters sound more complicated. It is to help clients understand their options, make informed decisions, and know what should happen next.
Clarity across borders
That idea reflects how we approach complex cross-border financial matters.
We slow the situation down, bring the moving parts into view, and help clients move forward with a clearer understanding of their choices.
Our work is thoughtful, strategic, and grounded in the realities of each client's family, business, culture, and long-term goals.
GET STARTED
Cross-border matters are often difficult to explain in a short email or a single tax question.
Our first conversation is an opportunity to understand what is happening, which countries and family members are involved, what decisions you are facing, and what type of support may be appropriate.
Explore “Books That Make Sense” — a collection of conversations and insights designed to help you better understand your financial life.
I’m joined by Shihlan Chen, an attorney, as we discuss the intersection of financial planning and legal strategy—from retirement and investing to life transitions and long-term decision-making. Each episode is designed to bring clarity to complex topics and help you think more intentionally about how every piece fits together.
