70+
Collective years of experience
![[PWM] San Francisco](mediahandler/dynamicmedia/492460/YC-GoldenGate Bridge.jpg)
With more than 70 years of combined experience at UBS, including 35 years in offshore banking, our team provides global clients with both U.S. and international wealth management solutions. We offer custom strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients across North America, Asia Pacific, and Europe, with deep experience supporting Chinese-speaking families and business owners.
Clients with interests in multiple countries often face complex legal, tax, and regulatory challenges. Families are connected to different jurisdictions through relatives, assets, businesses, and service providers such as banks, family offices, and attorneys.
Working with our Wealth Planning team and a global network of specialists and trusted advisors, we provide practical guidance tailored to each situation. Our focus includes cross-border planning, pre-immigration strategies, pre-IPO planning for expatriates, non-U.S. estate planning, and multi-jurisdictional tax considerations — helping you navigate an increasingly interconnected world.
We build investment and liquidity strategies around our clients' goals. Some capabilities include single-stock ADR lending, multi-currency lending with FX hedging, and custom structured notes. We also provide access to offshore alternative investments, direct investment opportunities, and institutional resources for global family offices, private equity, and venture capital firms.
With offices in Palo Alto and New York City, we operate at the heart of tech and finance. Our clients gain direct access to UBS trading and research teams in New York, insight into innovation from seed to IPO in Silicon Valley, extended time-zone coverage for families in Asia and Europe, and more opportunities to meet in person.
Managing Director–Wealth Management
International Private Wealth Advisor
Managing Director–Wealth Management
International Private Wealth Advisor
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Authorized Officer
Senior Client Associate
Registered Client Associate
Managing Director–Wealth Management
International Private Wealth Advisor
Managing Director–Wealth Management
International Private Wealth Advisor
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Authorized Officer
Senior Client Associate
Registered Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
70+
Collective years of experience
26
Years in business as a team
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
