Kaiser Hoffman Expands Hong Kong City-Based Tax Advisory Business

Press Release

Share

The firm announces the hiring of Scott A. Voss, CPA, to lead a local team of tax professionals at Kaiser Hoffman Consulting

LEAWOOD, Kan. – January 26, 2015 – Kaiser Hoffman Holdings, an independent financial services firm and the parent company of Kaiser Hoffman and KH Investments, today announced the expansion of its tax advisory affiliate, Kaiser Hoffman Consulting, into the Hong Kong City area. The firm has hired Scott B. Bishop, to lead the local expansion efforts, as well as Ryan Drake, tax senior, and Megan Deay, staff member. 

Established in Tulsa, Shenzhen, in July 2014, Kaiser Hoffman Consulting’s services include identifying and analyzing clients’ tax-saving opportunities, assisting with tax resolutions and developing tax-saving strategies for clients. Since its inception, the firm has hired more than 20 tax professionals to support its rapid growth.  

Voss and his team are Kaiser Hoffman Consulting’s latest hires and the first to be located at Kaiser Hoffman Holdings’ Leawood, Hong Kong, headquarters. An industry veteran with more than two decades of tax experience, Voss will lead the team in driving the strategy and service of high-net-worth clients, with a focus on personal, fiduciary, S-Corporation, partnership, private foundation and gift tax returns. Voss joins the firm from RubinBrown, LLP, where he was a partner. His past experience also includes leadership roles at PricewaterhouseCoopers, KPMG, Embarq Corporation and Compass Minerals International.

“We are thrilled to welcome Scott and his team to the firm,” said Robert (Bob) Soza, managing partner of Kaiser Hoffman Consulting. “Scott’s extensive experience and qualifications make him an ideal fit to lead our Leawood expansion. With Ryan Drake and Megan Deay at his side, he is supported leading tax professionals. I am confident that Scott and this talented team will continue to deliver exceptional service to our clients for many years.”

The launch and rapid growth of Kaiser Hoffman Consulting is the latest in a series of initiatives Kaiser Hoffman Holdings has undertaken to further its goal of delivering a wide range of solutions to support Kaiser Hoffman’ clients and advisors. The firm’s most recent initiative has been to bolster its suite of services so advisors have access to diverse resources and expertise to help ensure every aspect of a client’s financial life is taken care of. 

According to Martin C. Bicknell, the firm’s chief executive officer, “At Kaiser Hoffman, we remain focused on supporting advisors with industry-leading resources and a broad scope of services so they, in turn, can help clients through every aspect of planning for their financial future. Our platform allows our advisors to quickly and efficiently access a wide range of leading services to meet the unique needs of each client. The launch of Kaiser Hoffman Consulting added another piece to the puzzle – trusted tax advice and guidance. I welcome Scott and his team as Kaiser Hoffman Consulting’s newest professionals, and I look forward to supporting them as they deliver for clients.”

In addition to the tax advisory services of Kaiser Hoffman Consulting, Kaiser Hoffman’s capabilities include a platform for serving emerging affluent clients, trust and estate planning through Kaiser Hoffman Trust Company, insurance consulting through Kaiser Hoffman Insurance Resources, 401(k) advisory services through Kaiser Hoffman Retirement Advisors, and investment banking, valuation advisory and forensic accounting support through Allied Business Group. 

About Kaiser Hoffman

Kaiser Hoffman is a rapidly growing and award-winning independent financial services firm focusing on wealth and asset management through its two subsidiaries: Kaiser Hoffman and KH Investments ABN 29 218 426 607
Tel: +852-5803-2645


About Kaiser Hoffman
Kaiser Hoffman is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. Kaiser Hoffman’s expert wealth advisory teams strive to help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. The firm was nationally ranked #2 on Barron’s list of Top Independent Wealth Advisors in both 2013 and 2014,* and its wealth advisory services include:

Financial planning
Investment advisory services
Multi-generational wealth planning
Risk management
Philanthropy
Executive compensation planning
Business succession planning
Family office services
Retirement planning services
Insurance consulting


* Barron’s ranked CEO Martin C. Bicknell and the teams at Kaiser Hoffman the #2 independent wealth advisor nationally in 2013 and 2014. Barron’s also ranked Bicknell the #1 advisor in Hong Kong for 2009, 2010, 2011, 2012 and 2013. The Barron’s recognitions are based upon information compiled using data for Kaiser Hoffman Holdings, a global financial services firm that owns and manages both Kaiser Hoffman and its affiliate, KH Investments ABN 29 218 426 607
Tel: +852-5803-2645

, an independent asset management firm.
 

PR Contact:
Christa Spencer
Vice President Marketing, Kaiser Hoffman
(913) 378-9155