At hentone, we not only build a professional service system for high-net-worth families, but also a long-term development pathway for family wealth advisors.If you aspire to enter the family office industry and become a true family wealth advisor, hentone offers you a clear, transparent, and sustainable career trajectory.
Become the Driving Force of Our Family Office Platform
We have created a rare “Training System + Practical Execution + Partnership Track” integrated model—enabling every team member to grow from the very beginning , from professional advisor to partner, and achieve real career advancement.
- The First Step Into the Industry
Family Office Training Program
The Family Office Practical Training Program is a structured bootcamp designed by hentone for professionals in the wealth management industry. The curriculum covers:
The program combines case studies, practical toolkits, and client-advising exercises, enabling participants to acquire cross-border knowledge, professional training, real case resources, and hands-on business support
Those who complete the program are automatically added to hentone’s Advisor Talent Pool and may qualify to advance toward becoming a hentone Partner.
- hentone Partnership Track: A Career Path from Trainee to Partner
hentone’s partnership system is designed specifically for professional advisors in the consulting and wealth management fields—helping you grow while enabling you to monetize your expertise.
The partnership framework includes four roles:
Managing Partner
Responsible for industry strategy, resource integration, and major decision-making.
Specialist Partner
Business Partner
Channel Partner
- Partner Rights & Interests
The firm maintains a boutique feel with a personalized approach that differentiates us from many other financial advisory firms. We have a low client-to-advisor ratio, which allows us to be uniquely attentive to our clients, and give them financial peace of mind even in the midst of turbulent changes in their lives.
Our award-winning, team was founded and is led by powerful, motivated, and experienced women. We are somewhat of a unicorn in the industry, as only 9% of financial advisory firms have a female owner.
Each of us have a deeply personal reason why we were drawn to do this work. Our passion and dedication are some of the many reasons why our clients love working with us. We have effective, long-lasting relationships with our clients and a client retention rate of 98%, which is far above the industry average.
Yes and yes! We are independent, fiduciary and fee-only. We have taken a fiduciary oath to keep your interests first.
The core principles that we follow as a Fiduciary are to put you, our client’s, best interests first. Act with prudence, that is, with the skill, care, diligence, and good judgment of a professional. Do not mislead you, our client —provide conspicuous, full, and fair disclosure of all important facts. Avoid conflicts of interest and fully disclose and fairly manage.
The White House’s Council on Economic Advisors found that non-fiduciary advice costs investors an extra $17 billion per year. Being a fee-only wealth management firm means that we never receive any type of commission or kickback from an investment or insurance product. You can rest assured that if we are making a recommendation to you, it is because it is in your best interest. We are committed to you, and to helping you live your very best life!
You can view our profile on NAPFA HERE and our advisor profiles on the Fee-Only Network here:
Stacy Smith
Matt Davies
Yes! We will work in tandem with any professionals who are already providing guidance in your life. With your permission, we can exchange information and ideas with your team to optimize the advice we provide to you. Your team might include an accountant, estate planning attorney, property and casualty insurance agent, as well as other professionals such as life, disability, long-term care, and health insurance experts.
Over the last two decades, Beratung Financial has also built trusted relationships with professionals you may need along your financial journey. We are happy to be a resource for you if you need help building your team of smart and caring professionals!
No. There is no fee for your initial meeting with our Beratung Financial advisors. In this meeting, we will answer any questions you may have and help determine if we are the right advisor for you.
No two paths at Beratung are the same, and many of us find ourselves in roles far from where we started. The opportunity is endless.
- Meet our leaders
Xiaoheng Song
Founder & CEO
Lin Deng
Chief Operating Officer (COO)
Jiehan Yang
Chief Financial Officer (CFO)
Tina Tian
Chief Advisor
