Trivium Private Wealth - UBS Financial Services Inc.

UBS Financial Services Inc. is a leading global wealth manager with over 160 years of experience, dedicated to providing customized financial strategies tailored to the unique needs of each client. The firm emphasizes the importance of building long-term relationships through a commitment to quality client service, helping clients navigate their financial lives and achieve their goals. Utilizing the UBS Wealth Way approach, the firm organizes financial planning into three key dimensions: Liquidity for short-term expenses, Longevity for long-term needs, and Legacy for future generations. This comprehensive strategy aims to assist clients in exploring and pursuing their wealth management objectives while acknowledging the inherent risks associated with investments. Generated from the website

The Matthews Oliver Group - UBS Financial Services Inc. in Palo Alto, CA, is dedicated to providing customized wealth management strategies for ultra-high net worth individuals and families, particularly those with connections to Asia. Led by Managing Director Joanne Zhong, the team emphasizes building long-term relationships through attentive client service and a comprehensive understanding of their clients' unique financial goals. With a strong focus on cross-border investment, liquidity solutions, and estate planning, Joanne and her team leverage the global resources of UBS to offer tailored advice and solutions. Danyi Gu, a Wealth Management Associate, supports this mission by managing complex international client needs and ensuring compliance with intricate regulations faced by clients in today's global landscape. Generated from the website

The Zhong Wealth Management Group, part of UBS Financial Services Inc. in Palo Alto, CA, specializes in providing tailored wealth management strategies for ultra-high net worth clients, particularly those with international connections and ties to Asia. Led by Managing Director Joanne Zhong, the team emphasizes building long-term relationships through understanding client priorities and delivering comprehensive, customized financial solutions. With over 15 years of experience, Joanne and her team, including Wealth Management Associate Danyi Gu, offer extensive expertise in navigating complex cross-border regulations and investment risks. Their approach combines global resources and a solutions-oriented mindset to help clients preserve and grow their wealth for future generations. Generated from the website