Youya Wealth LLC is an independent, fee-only, fiduciary wealth management firm built for ultra-high-net-worth families and Chinese-American households whose financial lives span tax codes, currencies, and generations.

We were founded on three commitments:

1. Fee-only, always — no commissions, no product sales. Our only compensation is the advisory fee paid by our clients. This is the single most important constraint we can put on ourselves.

2. The full picture, every time — every engagement begins with a complete inventory: investments, tax history, business interests, estate documents, equity grants, cross-border exposures. Nothing is addressed in isolation. The interactions between disciplines are where the most value is created.

3. Depth over breadth — we serve a limited number of families with exceptional thoroughness. When your situation changes, we are already thinking about it.

Specializations:
- Tax-Efficient Wealth & Estate Planning — multi-year tax strategy, charitable giving, and estate optimization that compound over generations
- Equity Compensation Planning — RSUs, ISOs, NSOs, 83(b) elections, pre-IPO tender offers, AMT optimization
- Estate, Trust & Legacy — GRATs, SLATs, dynasty trusts, multi-entity structures, and family governance
- Cross-Border Wealth Planning — US-China tax treaty navigation, FBAR/FATCA compliance, and coherent planning across two systems

Who we serve:
- UHNW families with $10M+ in investable assets
- Startup founders and executives with concentrated equity positions
- Chinese-American families with bicultural priorities and cross-border assets
- Business owners planning a sale, succession, or transition to personal capital

Our advisors hold credentials including CFP®, JD, and MBA — combining law, tax, and financial planning in one practice.

Youya Wealth LLC is a Registered Investment Adviser registered with the New York State Department of Financial Services and notice-filed in California.

Youya Wealth

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Youya Wealth

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