Business Details
7 Years
experience
Trusted Financial Advisers in White Plains, NY
George Y Hara Office partners with clients to clarify life goals and develop comprehensive financial plans that align with their values. As a fee-only financial planning firm, we operate under the highest fiduciary standards, providing transparent advice without conflicts of interest. Our team of CFP Certified Professionals specializes in cross-border financial solutions for Japanese nationals, expatriates, and dual citizens navigating the complexities of US tax codes and retirement planning. With over four decades of combined experience in accounting and wealth management, we offer holistic services including investment management, tax-sensitive retirement strategies, and estate planning between Japan and the US.Our bilingual team communicates in both English and Japanese to bridge cultural and linguistic gaps, ensuring clients fully understand their financial decisions. We maintain offices in White Plains, NY, while serving clients virtually across all 50 states and internationally. Our commitment to ethical practices extends to donating at least 1% of annual revenues to organizations like UNICEF and climate initiatives.
Services
Wealth Management
Retirement Planning
Tax Services
Investment Management
Cross-Border Planning
Estate Planning
Bookkeeping
Payroll Services
Financial Life Planning
Details
- Year established: 2019
Highlights and features
- We operate as independent, fee-only fiduciaries with no product sales conflicts
- Bilingual English/Japanese services for cross-border financial clarity
- Specialized expertise in Japan-US tax treaties and international estate planning
- 40+ years combined experience in accounting and wealth management
- Transparent fee structure with no hidden costs or commissions
Associations and certifications
- Certified Financial Planner (CFP)
- NAPFA-Registered
- CPA Firm
Services
Wealth Management
Our wealth management services create customized investment strategies aligned with client values and financial goals. We provide ongoing portfolio management with quarterly rebalancing and risk assessment. Clients receive comprehensive reporting and regular strategy reviews to ensure long-term growth and tax efficiency.
Retirement Planning
Specialized retirement planning focuses on tax-optimized strategies for clients aged 50+. We develop sustainable withdrawal plans and coordinate with cross-border pension systems between Japan and the US. Our approach considers social security optimization and estate preservation for international clients.
Tax Services
Comprehensive tax services include individual and corporate return preparation with expertise in Japan-US tax treaties. We handle expatriation taxes, foreign asset disclosures, and FBAR compliance. Our team provides year-round tax planning to minimize liabilities while maintaining full regulatory compliance.
Investment Management
Our investment management uses evidence-based strategies with globally diversified portfolios. We implement tax-efficient fund selections and maintain cost-effective asset allocations. Clients benefit from active risk monitoring and regular performance reviews to ensure alignment with financial objectives.
Cross-Border Planning
Specialized cross-border services address financial complexities for Japanese nationals in the US. We coordinate estate planning, tax compliance, and investment strategies across jurisdictions. Our bilingual team ensures clients understand both countries' regulatory requirements and optimize their global financial positions.
People
Narumi Yoshida
Founder and CEO
CPA/PFS, CFP, EA professional with 20+ years experience in accounting and wealth management. Graduated from Baruch College and founded George Y Hara Office in 2019 after leading Hara Yoshida Accounting. Specializes in serving Japanese expatriates with bilingual financial solutions.
Questions
Do you offer tax preparation services separately?
We provide tax services exclusively to George Y Hara Office clients as part of our comprehensive financial planning.
What makes fee-only financial planning different?
Fee-only planners act as fiduciaries with no product sales incentives, ensuring advice remains completely client-focused and transparent.
How are investment management fees calculated?
Fees are based on assets under management, with specific rates varying according to portfolio size and complexity.
Can you work with international clients?
We specialize in cross-border financial planning for Japanese nationals and expatriates across the US and Japan.
What are your minimum investment requirements?
Financial planning clients have no minimums. Investment-only clients require minimum $500,000 assets under management.
Do you provide financial education resources?
We offer educational materials and seminars to help clients better understand US financial systems and tax obligations.
