# Wealth Planning

Wealth Planning is a Multi Family Office based in Baltimore, Japan.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Baltimore, Japan
- **Region:** Asia
- **Address:** Tokyo, Japan
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** weplan.co.jp
- **LinkedIn:** https://www.linkedin.com/company/wealth-planning

## Regulatory record

- **CRD number:** 291708
- **SEC file number:** 801-114047
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291708

## About

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.

## Sectors

- Real Estate
- FinTech
- Digital Health
- Private Equity
- Infrastructure

## People

- Yutaka Fukai — Representative Director and CEO

## 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.

## Related profiles

- [Wealth Planners](https://altss.com/profile/wealth-planners)
- [Webcor DMCC](https://altss.com/profile/webcor-dmcc)

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Last updated: 2026-06-03T20:00:00.000Z

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