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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
Managing Director–Wealth Management
Financial Advisor
A native Chinese speaker with 17 years of experience in financial services, Xuemei focuses on private wealth management, serving ultra high net worth entrepreneurs, executives and family offices. She provides client centric strategies to help manage clients' financial assets and family legacies. She assists with clients' pre IPO planning such as trust planning, and post IPO investment management such as managing concentrated stocks, 10b5-1 plan, diversified portfolio management, liquidity management, and philanthropy investments.
Focused on your success
Today, Xuemei works with successful entrepreneurs and business owners, bringing extensive experience and skills to help maximize the value of their businesses at all stages of growth. She understands that each decision can have far-reaching implications for your future and takes a truly holistic approach to managing the personal and professional aspects of your financial life. From disciplined financial planning to proactively managing the complexities of a business succession plan, she has the experience and knowledge to bring you important insights and tailored solutions—so that you can move forward with confidence.
Education
Credentials
Managing Director–Wealth Management
Financial Advisor
A native Chinese speaker with 17 years of experience in financial services, Xuemei focuses on private wealth management, serving ultra high net worth entrepreneurs, executives and family offices. She provides client centric strategies to help manage clients' financial assets and family legacies. She assists with clients' pre IPO planning such as trust planning, and post IPO investment management such as managing concentrated stocks, 10b5-1 plan, diversified portfolio management, liquidity management, and philanthropy investments.
Focused on your success
Today, Xuemei works with successful entrepreneurs and business owners, bringing extensive experience and skills to help maximize the value of their businesses at all stages of growth. She understands that each decision can have far-reaching implications for your future and takes a truly holistic approach to managing the personal and professional aspects of your financial life. From disciplined financial planning to proactively managing the complexities of a business succession plan, she has the experience and knowledge to bring you important insights and tailored solutions—so that you can move forward with confidence.
Education
Credentials
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
UBS offers a variety of investment advisory programs—including both nondiscretionary and discretionary offerings—to help you pursue your financial objectives. Highly experienced investment specialists provide fully customized investment portfolios to help address your specific needs and goals.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
Global leader
UBS is a leading and truly global wealth manager
