Fargo Wealth Group Limited

Overview

Fargo Wealth says it serves next generation innovators and their families.¹ The firm identifies wealth management, asset management, family offices, fintech and incubation platforms as its main service areas.¹ It says it operates independently from the banking system as an external asset manager and helps clients manage cross border, multi bank accounts through Limited Power of Attorney agreements.¹ Company listed offices are in Hong Kong, Singapore, Beijing, Shanghai, Shenzhen and Hangzhou.²

History

Fargo Wealth says it was founded in Hong Kong in March 2017 by four people led by Jefferson Sun.¹ Its first mainland China office opened in August 2017.¹ The firm says its Mobile CRM App, “Fargo Technology,” launched in August 2019.¹ Fargo Wealth Singapore began operations in October 2020.¹ Fargo Space opened in Hong Kong in March 2021 as a multi family office collaboration workplace and incubation platform.¹

Timeline

1. 2017Fargo Wealth says it was founded in Hong Kong in March 2017 by four people led by Jefferson Sun.
2. 2019The firm says its Mobile CRM App, “Fargo Technology,” launched in August 2019.
3. 2020Fargo Wealth Singapore began operations in October 2020.
4. 2021Fargo Space opened in Hong Kong in March 2021 as a multi family office collaboration workplace and incubation platform.

Leadership

Jefferson Sun is identified as founder and Chief Executive Officer.³

Services

Wealth management services include private bank account management, investment management, and trust and inheritance planning.⁴ Asset management offerings include equities, fixed income, structured products, private equity funds, and other traditional or alternative assets.⁴ Family office services include family office establishment, legal and tax advisory, health management, overseas medical services, education planning, and concierge services.⁴

Fargo Technology integrates instant messaging, multi custodian functions, live trading, transfers, real time data, customised reports, and family office services.⁴ Fargo Space was founded in January 2021 for single family offices, multi family offices, and external asset managers.⁴ It offers family office setup and incubation, middle and back office services, office leasing, and membership.⁴

What the firm offers

• Investment management
• Tax planning
• Family governance and education
• Administration and bill pay
• Private and alternative investments

Client focus

The firm says it serves next generation innovators and their families.¹ A company published Campden FB item describes Fargo Wealth as serving ultra high net worth clients.³ The same item says the firm establishes red chip structures before initial public offerings, designs pre IPO structures for management teams and early stage investors, sets up employee shareholding trusts, and sources bespoke investment opportunities.³

Investment philosophy and approach

The firm says it operates as an external asset manager independent from the banking system.¹ It describes an approach that supports cross border, multi bank account management through Limited Power of Attorney agreements.¹ Its asset management range covers both traditional and alternative assets, including equities, fixed income, structured products, and private equity funds.⁴

FAQs

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Sources

1. Fargo Wealth, “About,” accessed 2026-10-23
2. Fargo Wealth, “Contact,” accessed 2026-10-23
3. Fargo Wealth, company published Campden FB profile, accessed 2026-10-23
4. Fargo Wealth, “Services,” accessed 2026-10-23

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.