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Wealth Planning
Yutaka Fukai established Wealth Planning in 2012. It functions as a multi-family office headquartered in Tokyo and delivers advisory services focused on...
Wealth Planning
Yutaka Fukai established Wealth Planning in 2012. It functions as a multi-family office headquartered in Tokyo and delivers advisory services focused on long-term capital preservation. The firm allocates across real estate, private equity, hedge funds, private credit, and infrastructure. Geographic reach covers Asia, Europe, and North America. Investment stages span early stage through mezzanine. Technology emphases include AI/ML, cybersecurity, and enterprise software. Confirmed holdings center on residential real estate assets. Team size and AUM remain undisclosed. Yutaka Fukai also serves as director of the Japan Environmental Education Organization. The firm holds memberships in the Japan Securities Analysts Association and the Japan Financial Planning Association.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
Asia
Country
Japan
City
Baltimore
Corporate office
Tokyo, Japan
Principals
Yutaka Fukai
Representative Director and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Wealth Planning?
Yutaka Fukai serves as Representative Director and CEO. He previously worked as a consultant at UBS Wealth Management and Deutsche Bank.
Does Wealth Planning participate in fund commitments or only direct deals?
The firm uses fund-of-funds structures alongside direct investments in real estate and private equity.
What investment stages does Wealth Planning typically target?
Stages include early stage, growth, late stage, mezzanine, and startup.
Where does Wealth Planning invest geographically?
Allocations target Asia, Europe, and North America.
How is Wealth Planning related to the Japan Environmental Education Organization?
Yutaka Fukai serves as a director of the foundation, which operates as a business partner.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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