Margaret Liu

Margaret Liu is a Managing Director and Family Engagement and Governance Consultant with First Republic Investment Management. Prior to joining First Republic in 2020, Ms. Liu was a Senior Vice President and Senior Fiduciary Advisory Specialist at Wells Fargo Private Bank. She advises ultra high net worth clients on the complexities of wealth transfer and aligns clients’ trust and estate plans, financial plans and investment plans with their legacy goals.

Active in her local community, Ms. Liu is on the executive board of the East King County Estate Planning Council (EKCEPC) and has served on the board of the Estate Planning Council of Seattle.

Ms. Liu earned her bachelor’s degree in International Relations from the University of Michigan and her law degree from Temple University Beasley School of Law. She is a member of the Purposeful Planning Institute and has received the Family Firm Institute Certificates in Family Business and Family Wealth Advising.