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#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.
Senior Vice President–Wealth Management
Financial Advisor
As an International Wealth Advisor and Strategic Family Counselor based in Southern California, I advise UHNW entrepreneurs, business owners, multi-generational families, and global executives across the United States and Greater China. With nearly 3 decades of experience, I specialize in helping founders and business owners navigate the financial, investment, and family decisions that arise before, during and after significant liquidity events. What distinguishes my practice is a disciplined, analytical and relationship-driven approach to helping families navigate complex wealth creation and wealth transition events. My work spans the entire liquidity journey. Before a liquidity event, I help clients address pre-liquidity planning, tax-aware wealth transfer strategies, and legacy planning opportunities. During a transaction, I serve as a strategic advisor, helping clients prioritize decisions and navigate complex financial considerations. Following a liquidity event, I help families transition from business wealth to family wealth through disciplined portfolio construction, diversification, philanthropy, family governance, and multi-generational planning. My advisory approach extends beyond traditional wealth management. I partner with clients as a trusted advisor, helping them evaluate opportunities, manage risk, and coordinate wealth strategies across multiple aspects of their financial lives. Areas of focus include investment advisory, alternative investments, lending and liquidity solutions, estate planning, wealth protection, family office structuring and governance, succession planning and charitable giving. Leveraging UBS's global capabilities and intellectual capital, I help internationally connected families navigate cross-border complexities and align wealth strategies with their liquidity, longevity, and legacy goals. Fluent in Mandarin and English, I work with globally minded families whose lives, businesses, and assets span borders and generations. Having traveled to more than 35 countries, I value the global perspectives that enrich both my life and the advice I provide to globally connected families.
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
As an International Wealth Advisor and Strategic Family Counselor based in Southern California, I advise UHNW entrepreneurs, business owners, multi-generational families, and global executives across the United States and Greater China. With nearly 3 decades of experience, I specialize in helping founders and business owners navigate the financial, investment, and family decisions that arise before, during and after significant liquidity events. What distinguishes my practice is a disciplined, analytical and relationship-driven approach to helping families navigate complex wealth creation and wealth transition events. My work spans the entire liquidity journey. Before a liquidity event, I help clients address pre-liquidity planning, tax-aware wealth transfer strategies, and legacy planning opportunities. During a transaction, I serve as a strategic advisor, helping clients prioritize decisions and navigate complex financial considerations. Following a liquidity event, I help families transition from business wealth to family wealth through disciplined portfolio construction, diversification, philanthropy, family governance, and multi-generational planning. My advisory approach extends beyond traditional wealth management. I partner with clients as a trusted advisor, helping them evaluate opportunities, manage risk, and coordinate wealth strategies across multiple aspects of their financial lives. Areas of focus include investment advisory, alternative investments, lending and liquidity solutions, estate planning, wealth protection, family office structuring and governance, succession planning and charitable giving. Leveraging UBS's global capabilities and intellectual capital, I help internationally connected families navigate cross-border complexities and align wealth strategies with their liquidity, longevity, and legacy goals. Fluent in Mandarin and English, I work with globally minded families whose lives, businesses, and assets span borders and generations. Having traveled to more than 35 countries, I value the global perspectives that enrich both my life and the advice I provide to globally connected families.
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
More than 160 years
offering financial advice
$7 trn
UBS Group invested assets
As of 12/31/2025
