Mei Li Yu

Tax Director

For over 15 years, Mei Li has helped high-net-worth individuals, multi-generational families, executives, entrepreneurs, and early-stage investors navigate complex tax decisions with clarity and confidence. She brings a strategic lens to sophisticated investment, business, and estate structures, advising clients through pre-IPO, IPO, and post-liquidity planning, concentrated stock positions, qualified business stock (QSBS), and equity compensation opportunities.

• M.S. University of Oregon
• B.S. University of Oregon
• Member of the American Institute of Certified Public Accountants (AICPA)
• Member of the California Society of Certified Public Accountants (CalCPA)
• Named Emerging Leader in Accounting by CalCPA