Amy Li, a solo practitioner at Morgan Stanley Wealth Management in San Francisco, manages $905 million in assets. Ranked among Forbes' Top Next-Gen Wealth Advisors Best-in-State, Best-In-State Wealth Advisors and Best-In-State Women Advisors, Li has built a substantial client base, particularly among global entrepreneurs with cross-border interests, reported a Forbes article.
Li’s investment strategy emphasizes minimizing tax liabilities, often incorporating alternative investments like private equity, real estate and private credit, which typically account for 15