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Home > Consulting

Consulting

For select clients, we offer ongoing coaching, consulting, and research individually customized to their unique values and goals. Our consulting clients receive direct access to Angelina’s 17+ years of experience and expertise as a Chief Investment Officer of a billionaire's family office and a senior portfolio manager at BlackRock, the world’s largest asset management firm. Angelina is an established investor in disruptive technologies and brings her expertise in innovation, sustainability, and future thinking to help today's billionaires create and grow sizeable portfolios.
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Consulting Packages:

Family Office Owners – HK$500,000+

Industry standard, customized, family level support

Established business owners and C Suite executives – HK$250,000+

Best in class, customized, individual level support

Book an appointment for an initial consult to see how Angelina can work for you.

origin story

When Angelina turned 32, a major injury forced her to take a break from her busy career as a disruptive tech investor and portfolio manager at BlackRock. During this moment of pause, she asked herself: “Am I living my life fully? Have I made a difference in the world?” She also learned to take better care of herself (eat well, meditate, exercise) and to value life in its wholeness. Angelina began to form new ideas around wealth and realized that financial wealth must accompany emotional, spiritual, psychological, and physical well-being in order to be truly fulfilling. During her medical leave, she also decided that investing needs to be about sustainability and social impact, not only about delivering financial return for clients.

Returning from her time off, Angelina continued to struggle with burnout. After much deliberation, she decided to leave her career at BlackRock to help billionaires, female-run family offices, and female C-suite executives realize their financial, social, and environmental goals through impactful investing. Thus, Heels & Yield was born. In September, 2019, Heels & Yield expanded to include corporate financial wellness programs to bring her vision of financial and holistic wealth, as well as her expertise in disruptive tech and social investing, to a larger audience.

“Wealth is more than having or making a lot of money. It’s about feeling wealthy in every dimension of our lives that we find valuable.”
- Angelina Yao, Founder of Heels & Yield
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About the Founder
Angelina Yao is the Founder of Heels & Yield and is passionate about helping individuals become engaged and socially responsible investors. Angelina is also an experienced disruptive tech investor, having started investing in tech stocks when she was an 18-year-old freshmen at Stanford University and then becoming a tech investment banking analyst with Merrill Lynch after graduation. At the age of 25, Angelina was entrusted to run a $3 billion USD private fund. She then spent four years as a senior research analyst and eventually became a pan-Asia stock portfolio manager at BlackRock, the world’s largest asset management firm. Today, Angelina is sought out by billionaires for her disruptive tech investing expertise and by executives and entrepreneurs to help plan, grow, and protect their wealth in a sustainable and impactful way.
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