Wealth Management: Saving Millions Through Tax, Investment, and Estate

Did you know that high net worth individuals routinely turn to their trusted advisors for comprehensive wealth management strategies that go beyond simple investing to encompass a range of financial planning considerations?  During this exclusive event, seasoned experts will analyze a case study and share practical solutions and strategies to provide tools to help you manage your wealth and further your retirement goals.

 Light dinner and beverages will be served.

Speakers (in alphabetical order):

·         Chu Ling (Julia) Hsiao, CEO/Founder, Julia Hsiao Insurance & Financial Services

·         Qianli Yang, Owner, Law Offices of QianliYang

·         Jie Zhu, International Tax Partner, PP&Co

Moderator:

·         Jennifer Gilbert, Special Counsel, Herbert Smith Freehills Kramer (US), LLP

Special thanks to New York Life Insurance Company for sponsoring this event and to Sheppard Mullin Richter & Hampton LLP for providing the event venue!

About the Panelists

Julia Hsiao is the CEO/Founder of Julia Hsiao Insurance & Financial Services which was founded in 1997 to help individuals and businesses achieve their financial goals by providing insurance and financial products. She has extensive knowledge in the areas of estate conservation and wealth accumulation and specializes in providing high net worth clients with customized financial strategies. Julia is a member agent of the Nautilus Group Plus that specializes in financial and estate planning, and a Financial Advisor for Eagle Strategies, LLC.  She has been recognized as one of the top insurance professionals in the country, being named to Forbes America’s Top 100 Financial Security Professionals for 2021-2024. Julia has a LL.B degree from National Taiwan University, a J.D. Degree from Lincoln Law School, and LL.M. degree from Golden Gate University.  She has been actively involved in local communities and charitable contributions for the past 30 years.

Qianli Yang is the owner of Law Offices of QianliYang.  Her academic journey began in Mainland China where she earned her LL.B from the Renmin University of China and subsequently attained a dual degree in Economics from Peking University.  In 2013, Qianli further her legal education at UC Berkeley School of Law.  As a California State Bar Certified Specialist in Estate Planning, Trust, and Probate law, Qianli’s practice encompasses a comprehensive range of services, including estate and tax planning, trust administration, probate, and the preparation of estate and gift tax returns.  Qianli is among the few Mandarin-speaking Certified Specialists in Estate Planning, Trust, and Probate in California, making her a valuable asset for clients seeking expert guidance in both English and Mandarin.

Jie Zhu is a CPA and International Tax Partner with PP&Co.  She has been with the firm for 25 years and is the chair of PP&Co’s International Tax Department and is also a member of AICPA, CalCPA, and Society of Trust and Estate Practitioners (STEP).  Jie is an Advisory Board member of the Women Leadership Program at University of San Francisco School of Management, as well as a business mentor for various international incubator programs, and an Executive Committee Member of ProVisors Silicon Valley Women Affinity Group.  She was awarded as one of the Women of Influence of 2019 by Silicon Valley Business Journal and named as a Top 50 Women Leaders of San Jose for 2025 by Women We Admire.

Jennifer Gilbert litigates complex intellectual property disputes, including patent infringement, trademark, and trade secret cases; technology-related contract disputes; and complex commercial matters.  A trial-tested advocate with nearly 20 years in intellectual property as well as extensive courtroom experience across the country, Jennifer represents both intellectual property owners seeking to enforce their rights and companies defending against allegations of infringement.  Her successes on behalf of her clients, including hundreds of millions of dollars in favorable verdicts, pre-suit resolutions, and settlements, have earned her a well-deserved reputation as a formidable advocate at trial and a compelling negotiator at the settlement table.  In 2021, Daily Journal named Jennifer to its Top 45 Under 40 list.  Jennifer has been recognized by Northern California Super Lawyers as a Rising Star every year from 2014-2022, and as a Super Lawyer in 2023 and 2024.

About Sponsors

New York Life Insurance Company is a mutual life insurance company, the largest in the United States, and is also a Fortune 500 company.  Founded in 1845, it provides a range of financial products and services, including life insurance, retirement planning, and investments.  As a mutual company, it is owned by its policyholders rather than shareholders, and operates for their benefits.

Sheppard Mullin Richter & Hampton LLP is a full service law, global 100 firm handling corporate and technology matters, high-stakes litigation, and complex financial transactions.  Founded in 1927 and with over 1200 attorneys across 16 offices in North America, Europe, and Asia, Sheppard Mullin offers global solutions to its clients around the world, providing seamless representation in multiple jurisdictions.

About CALOBA

The Chinese American Lawyers of the Bay Area (CALOBA) is a 501(c)(6) nonprofit mutual benefit corporation established in 2003 by a group of U.S.-trained and California-licensed Chinese American attorneys in the San Francisco Bay Area. Its initial aim was to connect fellow attorneys and law students with similar backgrounds and cultural interests to support their legal career development. Since then, CALOBA has grown into one of the nation’s largest organizations devoted to legal professionals of Chinese heritage. Our diverse membership is predominantly bilingual and bicultural, with expertise spanning various practice areas, including corporate transactions, securities, intellectual property, litigation, employment, immigration, and public interest.

CALOBA hosts continuing legal education events, workshops, and networking activities for attorneys and law students. We provide community services, co-host events with other legal and non-legal organizations on current legal, social, and economic issues that concern our members and the broader Asian American community and publicize important societal matters.

Event Venue & Nearby Stays

Sheppard Mullin, 1540 El Camino Real, Menlo Park, United States