I could say a lot about Huishan, but I rather say different. 

It is often easier to make a success of a large portfolio cos options are plentiful. 

Much less so with little. 

And most financial advisors would act proportionately. 

But not Huishan. 

Her largeness of heart in handling our little, over many years, is testament to what she holds important. My family’s needs beyond assets and numbers and returns. 

Making sense of 35 years of clutter; seemingly uncoordinated and redundant instruments, into one clear, logical and concise, and actionable whole is what I struggled with for years. And truthfully, a thankless task.

Now our children have only one person to call, one place to look into …upon the inevitable.

So Huishan is become a friend and family to me and Rachel and the children. 

And we, amongst her strongest advocates. 

Sometimes, a little speaks volumes. 

In our case, it spoke volumes of Huishan. We wouldn’t have gone with any other.