Allegiance Partners

A boutique Multi Family Office providing comprehensive advisory services to wealthy families globally, bridging East-West cultures with 80+ years combined Founder experience.

Our Co-Founders

With decades of leadership in global banking, wealth management and financial strategy, our co-founders offer a deep understanding of both U.S. and international markets.

Our expertise allows us to provide families with clear, long-term solutions across a wide range of financial needs.

  • John Alexander

    Principal & Co-Founder

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    John Alexander is a global financial leader with over 45 years of experience in banking and wealth management. He served as CEO of Lloyds Bank Private Banking for Switzerland, the Middle East, and Africa, and held senior roles at Deutsche Bank as Head of Global Investment Management and Head of US Investment Advisory. He holds multiple top-tier certifications, including Certified Wealth Strategist (CWS), Certified Exit Planning Advisor (CEPA), and Chartered SRI Counselor (CSRIC), along with Series 7, 66, and NYS Insurance licenses.

  • Harold Lee

    Principal & Co-Founder

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    Harold Lee is a finance expert with decades of executive experience at multinational corporations including Coca-Cola, Kraft General Foods, and Philip Morris, across Asia and Australia. He also served as Chief Investment Officer and Head of Family Office at Southpole Company. Harold is a Certified Public Accountant (CPA) and Certified Fraud Examiner (CFE), with deep expertise in M&A, forensic accounting, and cross-border financial strategy.

Our Independent

Professional Advisors

We provide access to our network of Independent Professional Advisors. We work together to deliver solutions across the globe, reflecting and responsive to the complex needs of transnational families.

James Yoo

Tax Prep & Bookkeeping

CPA – Sebit LLC

Professional Summary
212-354-5570

Malcolm Dermit

International Wealth Protection

IWP, Zurich

Website, LinkedIn
(+41) 78 620 77 57

Tim Malloy

Estate & Tax Planning

Estate & Tax Planning Lab, LLC

LinkedIn

216-272-4704

Who we serve

We serve immigrant business Founders, private family foundations, and next-generation leaders shaping the future.

  • Immigrant & First Generation Family Business Owners

  • Private Family Foundations

  • Next Generation of our Clients

  • Minority & Women Impact Tech startup Founders

  • Venture Capital & Private Equity Principals