# Gifford Roth Tokyo Japan > Integrated Wealth Management for Global Investors --- ## Pages - [Market updates](https://giffordroth.com/resources/market-updates/): Questions? Contact Our Office in Tokyo, Japan Whether you live in Tokyo, travel frequently, or reside abroad full-time, our team... - [FAQs](https://giffordroth.com/resources/faqs/): Who does Gifford Roth serve? We primarily serve globally minded individuals, expatriates, offshore investors, family offices, entrepreneurs, and international institutions... - [Account login](https://giffordroth.com/client-portal/account-login/): Client Login - [New Client Form](https://giffordroth.com/client-portal/new-client-form/): International Client Application Form BROKERAGE ACCOUNT APPLICATION FORM - [Articles](https://giffordroth.com/resources/articles/): Questions? Contact Our Office in Tokyo, Japan Whether you live in Tokyo, travel frequently, or reside abroad full-time, our team... - [Philanthropic Planning](https://giffordroth.com/services/philanthropic-planning/): Purpose Begins with Planning. Impact Requires Strategy. Gifford Roth supports both philanthropic individuals and charities alike, bridging the gap between... - [Terms & Conditions](https://giffordroth.com/terms-conditions/): Effective Date: Immediately Last Updated: May 28, 2024 Welcome to the website of Gifford Roth (“we,” “our,” “us”). By accessing... - [Anti–Money Laundering (AML) Policy](https://giffordroth.com/anti-money-laundering-aml-policy/): Effective Date: Immediately Last Updated: May 28, 2024 Gifford Roth (“we,” “our,” “us”) is committed to the highest standards of... - [Contact us](https://giffordroth.com/contact-us/): Investing is not a one-time decision – it’s a dynamic process. Our role is to guide, educate, and support you... - [Alternative Investments](https://giffordroth.com/services/alternative-investments/): Access the Private Markets. Expand Your Portfolio Potential. At Gifford Roth, we believe that intelligent diversification goes beyond traditional equities... - [Client Portal](https://giffordroth.com/client-portal/) - [Business Owner Solutions](https://giffordroth.com/services/business-owner-solutions/): Strategic Wealth Planning for Entrepreneurs and Founders Entrepreneurs face a unique set of financial opportunities and challenges. Building a business... - [Estate Planning](https://giffordroth.com/services/estate-planning/): Protecting Your Legacy Across Borders At Gifford Roth, estate planning is about more than transferring assets: it’s about preserving your... - [Careers](https://giffordroth.com/about-us/careers/): Build a Future with Purpose, in a Culture of Excellence At Gifford Roth, we believe that great firms are built... - [Portfolio Management](https://giffordroth.com/services/portfolio-management/): Disciplined Strategy. Global Insight. Personalised Execution. At Gifford Roth, portfolio management is the core of what we do – balancing... - [Resources](https://giffordroth.com/resources/) - [Our Process](https://giffordroth.com/about-us/our-process/): Built on Understanding. Refined by Expertise. Driven by Results. At Gifford Roth, we believe that excellent investment outcomes begin with... - [Services](https://giffordroth.com/services/): Integrated Wealth Management for Global Investors At Gifford Roth, we provide a comprehensive, highly personalized suite of wealth management services... - [Retirement Planning](https://giffordroth.com/services/retirement-planning/): A Global Perspective for a Secure Future At Gifford Roth, retirement planning is about far more than reaching a financial... - [Privacy Policy](https://giffordroth.com/privacy-policy/): Effective Date: Immediately Last Updated: May 28, 2024 This Privacy Policy explains how Gifford Roth (“we,” “our,” or “us”) collects,... - [Maintenance Plans](https://giffordroth.com/e253f-maintenance-plans/): Maintenance Plans Keep Your Website Running Smoothly Choose one of our Maintenance Plans Basic $149 p/month Perfect for small businesses... - [Contact Us](https://giffordroth.com/e253f-contact-us/): Contact Us Call us 509-728-8632 | Monday – Friday Email info@nv-marketing-agency. com Offices 2982 Sun Valley Road, Washington Send us... - [About Us](https://giffordroth.com/about-us/): Rooted in Tokyo, Japan – Serving Clients Worldwide Tokyo stands as one of the world’s most dynamic business and financial... - [News](https://giffordroth.com/news/): This is an example page. It’s different from a blog post because it will stay in one place and will... - [Home](https://giffordroth.com/): Integrated Wealth Management for Global Investors At Gifford Roth, we provide a comprehensive, highly personalized suite of wealth management services... --- ## Posts --- ## Articles - [Gifford Roth Tokyo Japan Estate Planning Made Simple for Families](https://giffordroth.com/article/gifford-roth-tokyo-japan-estate-planning-made-simple-for-families/): Tokyo, Japan — Estate planning may be one of the topics families avoid because of discomfort or cultural contexts and... --- # # Detailed Content ## Pages - Published: 2025-09-02 - Modified: 2025-09-23 - URL: https://giffordroth.com/resources/market-updates/ Questions? Contact Our Office in Tokyo, Japan Whether you live in Tokyo, travel frequently, or reside abroad full-time, our team is here to support you. International wealth requires local knowledge and global perspective and we’re proud to offer both. Let’s discuss how Gifford Roth can support your full financial picture — wherever life takes you. --- - Published: 2025-09-02 - Modified: 2025-09-02 - URL: https://giffordroth.com/resources/faqs/ Who does Gifford Roth serve? We primarily serve globally minded individuals, expatriates, offshore investors, family offices, entrepreneurs, and international institutions seeking tailored wealth management and investment solutions. Where is Gifford Roth based? Our advisory team is headquartered in Tokyo, Japan. We serve clients across Asia-Pacific, Europe, the Middle East, and beyond. What services does Gifford Roth offer? Our core services include: Portfolio Management Retirement Planning Estate Planning Business Owner Solutions Alternative Investments Philanthropic Planning Each can be tailored to your needs or integrated into a full wealth management strategy. Is Gifford Roth a fiduciary advisor? Yes. We operate under a fiduciary standard and always act in the best interests of our clients, without conflicts of interest or product bias. How does Gifford Roth charge for its services? Our compensation is typically transaction-based, with fees varying depending on the nature of the investment or advisory service provided. We always ensure our clients have full clarity on costs before proceeding with any recommendation or transaction. What is your minimum investment requirement? We do not have a fixed minimum. We work with clients based on the complexity of their financial needs and the long-term nature of the relationship. If we believe we can add meaningful value, we’re happy to begin the conversation. Do you only work with high-net-worth individuals? While many of our clients meet high-net-worth thresholds, we also work with professionals and business owners whose financial lives are growing in complexity and who value long-term planning. Can Gifford Roth advise on cross-border... --- - Published: 2025-09-02 - Modified: 2025-09-02 - URL: https://giffordroth.com/client-portal/account-login/ Client Login --- - Published: 2025-09-02 - Modified: 2025-09-02 - URL: https://giffordroth.com/client-portal/new-client-form/ International Client Application Form BROKERAGE ACCOUNT APPLICATION FORM Account Information Account Registration Select the type of registration you want on your Account Individual Joint Tenants with Right of Survivorship If one owner dies, his/her interest passes to the surviving owner(s) Tenants in Common If one owner dies, his/her interest passes to his/her estate (50/50, unless otherwise noted) Other Contact Gifford Roth to obtain additional documents that must accompany this application. Certain restrictions may apply. Account Holder Mr Mrs Ms Dr Last name First Middle Email address(es) Date of birth (mm/dd/yyyy) Home address City State, Province Country Postal, Zip Code Postal address (if different than above) Home phone (if applicable) (Country code-Area code-Number) Mobile phone (Country code-Area code-Number) Other phone (if applicable) (Country code-Area code-Number) Fax (optional) (Country code-Area code-Number) Country of citizenship Country of residence (if other than above) Securities industry regulations require that we request the following information: Employed Self-Employed Retired Unemployed Employer/Business name Nature of business Business address City State, Province Country Postal, Zip Code Business phone (Country code) (City/Area code) (Number) Occupation/Position Years with employer Marital Status Single Married Divorced Number of dependents Additional Account Holder (If applicable) Mr Mrs Ms Dr Last name First Middle Email address(es) Date of birth (mm/dd/yyyy) Home address City State, Province Country Postal, Zip Code Postal address (if different than above) Home phone (if applicable) (Country code-Area code-Number) Mobile phone (Country code-Area code-Number) Other phone (if applicable) (Country code-Area code-Number) Fax (optional) (Country code-Area code-Number) Country of citizenship Country of residence... --- - Published: 2025-09-02 - Modified: 2025-09-05 - URL: https://giffordroth.com/resources/articles/ Questions? Contact Our Office in Tokyo, Japan Whether you live in Tokyo, travel frequently, or reside abroad full-time, our team is here to support you. International wealth requires local knowledge and global perspective and we’re proud to offer both. Let’s discuss how Gifford Roth can support your full financial picture — wherever life takes you. --- - Published: 2025-09-01 - Modified: 2025-09-19 - URL: https://giffordroth.com/services/philanthropic-planning/ Purpose Begins with Planning. Impact Requires Strategy. Gifford Roth supports both philanthropic individuals and charities alike, bridging the gap between intention and impact. Whether you're a global donor integrating charitable goals into legacy planning or a nonprofit organization seeking investment stewardship, our integrated approach combines strategic insight, data-driven rigor, and fiduciary responsibility. Supporting Client Philanthropists Strategic Giving & Legacy Integration Philanthropic giving is often intertwined with wealth and estate planning. Tools such as donor-advised funds (DAFs) and charitable trusts offer flexibility, tax-efficiency (where applicable), and the ability to fund impact over time. Globally, the philanthropy funds market reached USD 630 billion in 2023, projected to more than double to USD 1. 2 trillion by 2033. In 2023, ultra-high-net-worth (UHNW) individuals (those with over USD 30 million) accounted for 38 % of all individual giving worldwide, though they make up only a small fraction of the population. Japan’s Philanthropic Landscape Philanthropy in Japan remains modest relative to global norms: In 2020, individual giving totaled just ¥1. 2 trillion (~USD 8 billion), about 0. 23 % of Japan’s GDP, compared to 1. 37 % in the United States. While overall donation levels are low, bequest giving has grown sharply: gifts via estate deductions rose from USD 54 million in 2014 to USD 283 million in 2020. Japan ranks near the bottom of global giving metrics - 116 in the World Giving Index out of 118 countries - reflecting both cultural norms and structural barriers to giving. We work with internationally mobile Japanese clients and expatriate philanthropists to structure giving that is both meaningful and impactful. Tracking and Evaluating... --- - Published: 2025-09-01 - Modified: 2025-09-01 - URL: https://giffordroth.com/terms-conditions/ Effective Date: Immediately Last Updated: May 28, 2024 Welcome to the website of Gifford Roth (“we,” “our,” “us”). By accessing or using our website (www. giffordroth. com), you agree to comply with and be bound by the following Terms & Conditions. Please read them carefully before using our site. If you do not agree with these terms, please refrain from using our website. 1. Use of Website Our website and its content are intended for lawful use only. You agree not to: Use the site in any way that violates applicable laws or regulations Engage in activities that may damage, disable, or impair the functionality of the site Attempt unauthorized access to any part of the website, server, or connected systems Use the website for fraudulent purposes or to transmit harmful or malicious code 2. No Financial Advice All content provided on our website is for informational purposes only and does not constitute investment, legal, tax, or financial advice. You should not act or refrain from acting based on information on this site without seeking independent professional advice. 3. Intellectual Property Rights All text, graphics, images, logos, design elements, and other content on this website are the property of Gifford Roth or its licensors and are protected by copyright, trademark, and other intellectual property laws. You may not copy, reproduce, modify, distribute, display, or transmit any part of the site without our prior written consent. 4. Third-Party Links Our website may contain links to external websites operated by third parties.... --- - Published: 2025-09-01 - Modified: 2025-09-03 - URL: https://giffordroth.com/anti-money-laundering-aml-policy/ Effective Date: Immediately Last Updated: May 28, 2024 Gifford Roth (“we,” “our,” “us”) is committed to the highest standards of anti–money laundering (AML) compliance and counter–terrorist financing (CTF). We fully support global efforts to prevent the misuse of the financial system and to detect, deter, and report suspicious activities. 1. Purpose and Scope This policy outlines our approach to preventing and detecting money laundering and the financing of terrorism. It applies to all employees, contractors, and associated persons of Gifford Roth, as well as any parties engaged in business with us. 2. Regulatory Compliance Gifford Roth complies with applicable AML and CTF laws and regulations in all jurisdictions in which we operate, including but not limited to: The Financial Services Agency (Japan) requirements The Financial Action Task Force (FATF) recommendations Relevant AML regulations in other applicable jurisdictions where we serve clients 3. Know Your Customer (KYC) and Client Due Diligence (CDD) We maintain a rigorous KYC process to verify the identity of all clients prior to establishing a business relationship. This includes: Verification of personal identification documents (e. g. , passport, government-issued ID) Verification of corporate entities and beneficial ownership structures Assessment of the nature, purpose, and intended activity of the relationship Ongoing monitoring to ensure client information is accurate and up to date Enhanced due diligence (EDD) is applied where higher risk factors are identified, such as politically exposed persons (PEPs) or clients from high-risk jurisdictions. 4. Risk-Based Approach Our AML program is designed around a risk-based approach. We... --- - Published: 2025-09-01 - Modified: 2025-09-03 - URL: https://giffordroth.com/contact-us/ Investing is not a one-time decision - it’s a dynamic process. Our role is to guide, educate, and support you as markets shift and life evolves. We welcome your questions and look forward to earning your trust. +012 3456 789 info@giffordroth. com Tokyo, Japan --- - Published: 2025-09-01 - Modified: 2025-09-19 - URL: https://giffordroth.com/services/alternative-investments/ Access the Private Markets. Expand Your Portfolio Potential. At Gifford Roth, we believe that intelligent diversification goes beyond traditional equities and bonds. For qualified investors, alternative investments - particularly in private equity and emerging companies - offer the potential for superior returns, lower correlation to public markets, and unique access to innovation and value creation. Through our global network and deep research capabilities, we connect our clients with exclusive private market opportunities, including private equity, private placements, pre-IPO, and initial public offerings (IPOs). These are opportunities not typically available to the general public, but accessible through Gifford Roth. What Are Alternative Investments? Alternative investments are asset classes that fall outside traditional, liquid securities like public stocks and bonds. They can include real estate, hedge funds, infrastructure, and commodities. At at Gifford Roth, we focus on private market investments with strong growth potential and meaningful diversification benefits. We specialize in: Private Equity Investments in privately held companies, from early-stage ventures to mature businesses undergoing expansion, restructuring, or succession. This includes: Direct investments in private companies Participation in institutional-grade private equity funds Co-investment opportunities alongside leading fund managers Private equity seeks to generate long-term capital appreciation through operational value creation and strategic growth, not just market movement. Private Placements Structured offerings of equity or debt made available to a select group of investors, often offering: Access to emerging growth companies before public listing Potential for attractive risk-adjusted returns Greater deal transparency and bespoke structuring Private placements often involve limited liquidity, but offer... --- - Published: 2025-09-01 - Modified: 2025-09-19 - URL: https://giffordroth.com/services/business-owner-solutions/ Strategic Wealth Planning for Entrepreneurs and Founders Entrepreneurs face a unique set of financial opportunities and challenges. Building a business requires vision, resilience, and risk but managing the wealth that results from that success demands a different kind of discipline. At Gifford Roth, we provide business owners with integrated financial strategies that protect personal wealth, support business growth, and prepare for transition or succession. Whether you’re launching, scaling, or preparing to exit, we deliver tailored guidance to help you make confident financial decisions at every stage of your entrepreneurial journey. Understanding the Business Owner Profile Business owners often hold significant wealth in illiquid, concentrated positions - typically tied to their company. Unlike salaried professionals, your personal finances are often interwoven with your business performance, cash flow, and long-term value creation. At Gifford Roth, we recognise these complexities and offer solutions that bridge the gap between corporate finance and personal wealth management. Our services are designed to: Diversify and protect personal assets Manage concentrated equity risk Plan for liquidity events or business transitions Align personal and corporate tax strategies Prepare for succession or intergenerational wealth transfer We help you separate the business from the balance sheet — so you can build and preserve wealth on your own terms. Risk Assessment: A Crucial First Step Every business carries risk. But not all risk is visible on a balance sheet. For entrepreneurs, understanding the full picture of risk is essential - not just within the business, but across personal finances, tax exposures, and... --- - Published: 2025-09-01 - Modified: 2025-09-19 - URL: https://giffordroth.com/services/estate-planning/ Protecting Your Legacy Across Borders At Gifford Roth, estate planning is about more than transferring assets: it’s about preserving your values, protecting those you care about, and ensuring your wealth endures across generations. For our globally minded clients, estate planning is often complex, spanning multiple jurisdictions, tax systems, and legal frameworks. We help bring clarity to that complexity, guiding you with precision and discretion. Why Estate Planning Matters No matter how successful your wealth-building journey has been, the true measure of financial stewardship is how well it provides for others - not just today, but for years to come. Estate planning ensures that your intentions are fulfilled, your loved ones are supported, and your affairs are handled smoothly, regardless of where you or your beneficiaries reside. A thoughtful estate plan helps you: Control how and when your assets are distributed Reduce or mitigate estate and inheritance tax exposure Protect beneficiaries from legal disputes or financial risk Support philanthropic goals with structure and intention Coordinate cross-border wealth transfer with clarity and care In the spirit of ikigai - the Japanese concept of living with purpose - we approach estate planning as an opportunity to align your financial legacy with your deeper values. Our Estate Planning Services Every family is different, and so is every estate. Whether your situation is straightforward or multi-generational and international in scope, our estate planning services are tailored to your unique circumstances. Estate Structuring & Wealth Transfer We help you design an estate structure that reflects your... --- - Published: 2025-09-01 - Modified: 2025-09-02 - URL: https://giffordroth.com/about-us/careers/ Build a Future with Purpose, in a Culture of Excellence At Gifford Roth, we believe that great firms are built around great people. From our headquarters in Tokyo and across our international network, we foster a culture of professionalism, independence, and long-term thinking. We are proud to be a firm where individuals can grow their careers while delivering meaningful impact for clients worldwide. Whether you’re just beginning your professional journey or looking to take the next step in an established career, Gifford Roth offers a unique environment to do your best work - alongside dedicated colleagues who value integrity, intelligence, and trust. Our Culture: Global, Disciplined, Personal Our corporate culture is shaped by the same values we bring to client relationships: discretion, attention to detail, and an uncompromising commitment to quality. We are collaborative without being corporate, and professional without being bureaucratic. We welcome individuals who bring: Intellectual curiosity and a willingness to learn A strong sense of personal accountability Global awareness and cross-cultural sensitivity Professionalism, humility, and discretion A genuine interest in long-term client outcomes We value independent thinking, but we work as a team. Our size and structure allow us to avoid the rigid hierarchies of larger institutions, offering a more agile, entrepreneurial atmosphere where good ideas are heard and careers are nurtured. Here, every team member’s contribution matters, and the opportunity to make an impact is real. For Investment Advisors with an Existing Client Base Gifford Roth offers an ideal platform for experienced investment advisors seeking greater... --- - Published: 2025-09-01 - Modified: 2025-09-19 - URL: https://giffordroth.com/services/portfolio-management/ Disciplined Strategy. Global Insight. Personalised Execution. At Gifford Roth, portfolio management is the core of what we do – balancing the art of investment with the science of risk. Our clients lead international, mobile, and often complex lives. Their portfolios must do more than grow capital; they must adapt to changing markets, align with evolving goals, and preserve wealth across jurisdictions and generations. From our Tokyo headquarters, we offer a bespoke portfolio management service that combines global research, institutional-grade analysis, and a clear understanding of your personal objectives. The Foundations of Our Approach Our investment philosophy is built on modern portfolio theory: the main principle being that diversification, risk-adjusted returns, and long-term consistency are key to sustainable success. But theory alone is not enough. We integrate it with real-world experience, market intelligence, and the flexibility to respond to a changing global landscape. At its core, our process seeks to answer three critical questions: What are your goals? Capital growth, income, preservation, or a mix? What is your risk tolerance? Not just theoretically, but in practice. What global risks and opportunities must be accounted for? Currencies, geopolitics, regulation, liquidity, and more. From there, we construct a tailored strategy grounded in disciplined asset allocation, active oversight, and continual refinement. Strategic Asset Allocation Asset allocation is the single most important driver of long-term returns, and the primary tool for managing portfolio risk. Our allocation strategies are built to reflect each client’s: Investment horizon Liquidity needs Currency considerations Income requirements Jurisdictional exposures We invest... --- - Published: 2025-08-27 - Modified: 2025-09-02 - URL: https://giffordroth.com/about-us/our-process/ Built on Understanding. Refined by Expertise. Driven by Results. At Gifford Roth, we believe that excellent investment outcomes begin with meaningful relationships. Our advisory process is designed to be thorough, transparent, and personal. Whether you are a new client or a multi-generational family with complex holdings, our work begins by listening carefully, asking the right questions, and taking the time to understand who you are and what matters most. Each client’s financial life is unique, and our process reflects that individuality. The journey we take together is structured, yet flexible - grounded in time-tested principles and continuously refined through active oversight and communication. Understanding You The first stage of our process is about discovery, not just of assets and income, but of your values, priorities, and long-term vision. For globally mobile individuals and families, this includes understanding jurisdictional complexities, lifestyle considerations, estate structures, and cross-border tax implications. We ask questions not just about your finances, but about your family dynamics, philanthropic goals, business interests, and lifestyle needs. This early relationship-building phase is foundational. It ensures that every recommendation we make is anchored to your real-world circumstances, not theoretical profiles. Building a Relationship We approach wealth management as an ongoing relationship, not a short-term engagement. As fiduciaries, we are committed to transparency and accountability at every step. This means: Clear, jargon-free communication Objective advice free from product sales Realistic expectation-setting around risk and return A long-term advisory partnership built on mutual trust This relationship is supported by a dedicated team who... --- - Published: 2025-08-27 - Modified: 2025-09-19 - URL: https://giffordroth.com/services/ Integrated Wealth Management for Global InvestorsAt Gifford Roth, we provide a comprehensive, highly personalized suite of wealth management services tailored to the needs of an international clientele. Our clients, including expatriates, cross-border families, entrepreneurs, and offshore investors, seek more than conventional advice. They need clarity, access, and strategies that span jurisdictions, currencies, and asset classes. We combine independent thinking, global research, and a relationship-driven approach to help our clients manage complexity, preserve capital, and uncover opportunities. Whether you require investment oversight, estate structuring, retirement clarity, or access to alternative markets, we offer the depth of service and insight necessary to protect and grow your wealth over time. Each of our services is designed to work independently or in harmony as part of a long-term, Questions? Contact Our Office in Tokyo, Japan Whether you live in Tokyo, travel frequently, or reside abroad full-time, our team is here to support you. International wealth requires local knowledge and global perspective and we’re proud to offer both. Let’s discuss how Gifford Roth can support your full financial picture — wherever life takes you. --- - Published: 2025-08-26 - Modified: 2025-09-19 - URL: https://giffordroth.com/services/retirement-planning/ A Global Perspective for a Secure Future At Gifford Roth, retirement planning is about far more than reaching a financial goal. It’s about designing a future that aligns with your international lifestyle, personal values, and long-term vision. Whether you’re a globally mobile professional, an expatriate nearing retirement, or an offshore investor planning ahead, we provide the clarity, strategy, and expertise to help you retire on your terms. Why Retirement Planning Matters A comfortable and secure retirement doesn’t happen by chance. It requires thoughtful, cross-border planning, disciplined investing, and continuous refinement as your life evolves. A well-structured retirement plan can help you: Tailored Retirement Roadmaps We begin with a deep understanding of your current situation and future aspirations. This includes: Preserve your lifestyle, no matter where you choose to retire Protect against inflation, longevity, and currency risk Manage multi-jurisdictional regulations, taxes, and reporting requirements Coordinate retirement strategies across borders and asset classes With Gifford Roth, you gain a partner that understands the complexities of international wealth, and how to plan around them. Our Retirement Planning Services Our approach is holistic and highly personalised. We build every retirement plan to fit the client’s unique circumstances, with a focus on flexibility, risk management, and cross-border awareness. Tailored Retirement Roadmaps We begin with a deep understanding of your current situation and future aspirations. This includes: Preferred retirement age and location Current asset base and income sources Future spending expectations Tax residency considerations and jurisdictional complexities We use detailed financial modelling to project multiple retirement... --- - Published: 2025-08-20 - Modified: 2025-09-03 - URL: https://giffordroth.com/privacy-policy/ Effective Date: Immediately Last Updated: May 28, 2024 This Privacy Policy explains how Gifford Roth (“we,” “our,” or “us”) collects, uses, shares, and protects your personal information when you visit or interact with our website (www. giffordroth. com) or otherwise engage with us online. By using our website, you agree to the terms of this Privacy Policy. If you do not agree, please discontinue use of our site. 1. Information We Collect We may collect and process the following types of personal information: Information you provide directly: such as your name, email address, phone number, and other contact details submitted via our contact forms, email inquiries, or subscription requests. Technical information: including your IP address, browser type, operating system, and referring URLs, collected through cookies and similar technologies. Usage data: information about how you interact with our website, including pages visited, time spent on pages, and navigation paths. Other information: any data you choose to provide when communicating with us electronically. 2. How We Use Your Information We use your personal information to: Respond to inquiries and provide requested information about our services Improve our website, user experience, and client communications Comply with legal and regulatory obligations Send updates, articles, and insights if you have opted in to receive them Maintain website security and prevent fraudulent activity We do not sell, rent, or trade your personal information to third parties for marketing purposes. 3. Sharing Your Information We may share personal data with: Service providers assisting us in website hosting,... --- - Published: 2025-03-25 - Modified: 2025-08-26 - URL: https://giffordroth.com/e253f-maintenance-plans/ Maintenance Plans Keep Your Website Running Smoothly Choose one of our Maintenance Plans Basic $149 p/month Perfect for small businesses or blogs with minimal updates. Weekly backups Monthly core and plugin updates Basic security monitoring 1 hour of custom work Subscribe Standard $249 p/month Ideal for growing businesses with moderate maintenance needs. Daily backups Weekly core and plugin updates Advanced security monitoring 5 hours of custom work Subscribe Premium $449 p/month Designed for businesses with high traffic or e-commerce sites. Real-time backups Daily core and plugin updates Advanced security monitoring 10 hour of custom work Subscribe Regular Updates We keep your CMS, plugins, themes, and other software up-to-date to avoid security risks and ensure compatibility. Security & Protection Your site is monitored for threats, with proactive measures to block malware, prevent hacks, and keep data secure. Backups Automatic, secure backups ensure your data is safe and can be restored quickly in case of an emergency. Performance Optimization We keep your site loading quickly and efficiently by optimizing speed, cache, and images. Reports Transparent reports on your website’s performance, security status, and updates completed, keeping you informed every step of the way. Priority Support Fast, responsive support for any questions, issues, or updates you need on your site. Why Choose Our Website Maintenance Plans? When you sign up for one of our maintenance plans, you get more than just routine updates – you get peace of mind. Our team of experienced professionals will ensure your website remains secure, fully functional, and... --- - Published: 2020-01-27 - Modified: 2025-08-26 - URL: https://giffordroth.com/e253f-contact-us/ Contact Us Call us 509-728-8632 | Monday – Friday Email info@nv-marketing-agency. com Offices 2982 Sun Valley Road, Washington Send us a message or Come visit us We’d love to hear from you! Whether you have a question, want to learn more about our services, or are ready to collaborate, feel free to get in touch. Drop us a message, and we’ll get back to you promptly. Facebook Twitter Youtube Name *Email *Message *Submit --- - Published: 2020-01-23 - Modified: 2025-09-03 - URL: https://giffordroth.com/about-us/ Rooted in Tokyo, Japan - Serving Clients Worldwide Tokyo stands as one of the world’s most dynamic business and financial centers - a global city where heritage and innovation coexist, and where detail, discretion, and discipline are deeply woven into the cultural fabric. Gifford Roth is proud to call Tokyo home. Our presence here is not simply geographic; it reflects the philosophy that underpins how we work. We are inspired by Japanese values such as precision, humility, and long-term thinking -values that align seamlessly with the needs of discerning investors and families navigating complex financial lives. From Tokyo, we serve a truly global clientele, bringing local insight and international expertise to every relationship. Global Perspective. Personal Commitment. Lasting Results. Gifford Roth is a privately held investment and advisory firm built to serve individuals, families, business owners, and institutions with global interests. We specialize in guiding internationally mobile clients - including expatriates, cross-border families, and offshore investors - through the challenges and opportunities of modern wealth management. Our advisory model is centered on trust, discretion, and personal connection. We do not sell products. We provide thoughtful, independent guidance backed by high-level research and access to a broad universe of investments. Clients rely on us for expertise in portfolio management, retirement and estate planning, alternative investments, and long-term wealth preservation. Whether navigating multiple currencies, jurisdictions, or generations, our solutions are tailored, transparent, and adaptive. Our Mission To deliver thoughtful, personalized investment guidance that protects and grows wealth across generations, with clarity, independence,... --- - Published: 2020-01-13 - Modified: 2020-01-13 - URL: https://giffordroth.com/news/ This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this: Hi there! I'm a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like piña coladas. (And gettin' caught in the rain. ) ... or something like this: The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community. As a new WordPress user, you should go to your dashboard to delete this page and create new pages for your content. Have fun! --- - Published: 2020-01-13 - Modified: 2025-09-03 - URL: https://giffordroth.com/ Integrated Wealth Management for Global Investors At Gifford Roth, we provide a comprehensive, highly personalized suite of wealth management services tailored to the needs of an international clientele. Learn more Rooted in Tokyo, Japan Serving Clients Worldwide Learn more Tokyo stands as one of the world’s most dynamic business and financial centers - a global city where heritage and innovation coexist, and where detail, discretion, and discipline are deeply woven into the cultural fabric. Gifford Roth is proud to call Tokyo home. Global Perspective. Personal Commitment. Lasting Results. Gifford Roth is a privately held investment and advisory firm built to serve individuals, families, business owners, and institutions with global interests. We specialize in guiding internationally mobile clients - including expatriates, cross-border families, and offshore investors - through the challenges and opportunities of modern wealth management. Our Mission To deliver thoughtful, personalized investment guidance that protects and grows wealth across generations, with clarity, independence, and global expertise. Learn more Our Services Learn more At Gifford Roth, we provide a comprehensive, highly personalized suite of wealth management services tailored to the needs of an international clientele. Learn more Latest Articles Learn more Learn more Questions? Contact Our Office in Tokyo, Japan Whether you live in Tokyo, travel frequently, or reside abroad full-time, our team is here to support you. International wealth requires local knowledge and global perspective and we’re proud to offer both. Let’s discuss how Gifford Roth can support your full financial picture — wherever life takes you. --- --- ## Posts --- ## Articles - Published: 2025-09-05 - Modified: 2025-09-05 - URL: https://giffordroth.com/article/gifford-roth-tokyo-japan-estate-planning-made-simple-for-families/ Tokyo, Japan — Estate planning may be one of the topics families avoid because of discomfort or cultural contexts and nuances. Despite the sensitivity surrounding death topics, every family benefits from having a clear, structured estate plan. Without one, loved ones may face uncertainty, unnecessary taxes, or even disputes during a time when they should focus on healing, celebration, and remembrance. Gifford Roth Tokyo Japan understands these concerns better than most. Our advisors have guided countless families through the process of securing their legacies, leveraging decades of combined experience in wealth management, retirement planning, and estate preservation. We have a simple philosophy that estate planning isn't about the size of your wealth, but about protecting the people and causes that matter most. Why Estate Planning Matters People often assume that estate planning is only for the ultra-wealthy. The truth is that anyone with a home, savings, investments, or even sentimental heirlooms has an inheritance worth protecting. Without a plan, the government may distribute these assets rather than reflect the personal wishes of the deceased. Defaulting to the law may lead to prolonged legal battles, higher taxes, and even broken family ties. Imagine working hard all your life to build savings and provide for your children, only to have those assets tied up in probate courts for years. Or picture family members disagreeing about who should inherit what, all because you didn't create an estate plan. These scenarios are far too common and preventable. Gifford Roth Tokyo Japan views estate planning... --- ---