Margaret Liu

Margaret Liu

Managing Director, Family Engagement and Governance Consultant, First Republic Investment Management
Washington

Margaret Liu

Managing Director, Family Engagement and Governance Consultant, First Republic Investment Management
Washington
  • Wealth Management Experience Since 1994
    Margaret Liu is a Managing Director, 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.
  • Community Involvement
    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.
  • Education
    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.
Email me
Check the background of the firm and its investment professionals on .