SAN FRANCISCO, Sept. 28, 2018 /PRNewswire/ -- Union Bank today
announced that Jason Whong has
joined its Wealth Markets team in San
Francisco as a Director, Senior Wealth Strategist. He
reports to Jason P. Liu, Head of
Wealth Planning and Director of Sales Development and Training for
Wealth Markets.
Whong will assist the Bank's most affluent clientele in the
San Francisco area in designing
and implementing tailored wealth planning strategies, including
estate planning, income tax strategies, business succession, and
legacy and philanthropic planning.
"Union Bank has a long and proud history of helping families,
business owners and individuals manage the complexities of their
wealth," said Liu "We are thrilled to welcome Jason to
our talented team of experienced wealth management
professionals. His extensive experience in wealth and tax
planning along with his knowledge of the San Francisco market will help us serve our
local clientele and expand our presence in the region."
Prior to joining the bank, Whong served as a wealth planning
strategist at U.S. Bank in San Francisco. While there he
assisted clients and served as the subject matter expert and
technical resource in tax matters for the bank's wealth management
division. Prior to that, he served as a director at Montage
Services, Inc., a tax and audit firm. He previously worked
for law firms Seyfarth Shaw LLP; Gray Cary
Ware and Freidenrich LLP; and Graham and James
LLP.
"Union Bank has built a solid reputation for delivering expert
wealth solutions," said Whong. "I'm excited to work with Jason and
join the bank's outstanding team of Wealth advisors in assisting
our clients and growing our San
Francisco business."
Whong earned a master's of laws degree (LL.M.) in taxation from
New York University School of Law; a
Juris Doctor (J.D.) degree from Santa Clara
University School of Law; and a bachelor's degree in
business administration from San Jose State University. He is
a member of the State Bar of California and the California Board of Accountancy; and he holds
a California Department of Insurance license.
About The Private Bank
The Private Bank is an
exclusive part of Union Bank dedicated to the financial needs of
high net worth individuals, non-profit organizations, business
owners, corporate executives and professional service firms. The
Private Bank is built around teams of wealth management
professionals who deliver customized solutions centered on each
client's unique goals and dreams.
About MUFG Union Bank, N.A.
As of June 30, 2018,
MUFG Union Bank, N.A. operated 355 branches, comprised primarily of
retail banking branches in the West Coast states, along with
commercial branches in Texas,
Illinois, New York and Georgia, as well as 22 PurePoint Financial
Centers. We provide a wide spectrum of corporate, commercial
and retail banking and wealth management solutions to meet the
needs of customers. We also offer an extensive portfolio of
value-added solutions for customers, including investment banking,
personal and corporate trust, global custody, transaction banking,
capital markets, and other services. With assets of
$123.8 billion, as of June 30, 2018, MUFG Union Bank has strong capital
reserves, credit ratings and capital ratios relative to peer
banks. MUFG Union Bank is a proud member of the Mitsubishi
UFJ Financial Group (NYSE: MUFG), one of the world's largest
financial organizations with total assets of approximately ¥299.1
trillion (JPY) or $2.7 trillion
(USD)¹, as of June 30, 2018. The
corporate headquarters (principal executive office) for MUFG
Americas Holdings Corporation, which is the financial holding
company, and MUFG Union Bank, is in New
York City. The main banking office of MUFG Union Bank is in
San Francisco, California.
1 Exchange rate of 1
USD=¥110.5 (JPY) as of June 29,
2018
Wealth planning strategies have legal, tax, accounting and
other implications. Prior to implementing any wealth planning
strategy, clients should consult their legal, tax, accounting, and
other advisers.
©2018 MUFG Union Bank, N.A. All rights reserved. Member
FDIC.
Union Bank is a registered trademark and brand name of MUFG Union
Bank, N.A.
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SOURCE MUFG Union Bank, N.A.