Alvina Lo

In a world where clients seeking financial services are often inundated with products and fragmented information, my aim is to cut through that clutter and provide something more enduring: actionable advice and solutions. In wealth management, our calling extends beyond managing assets, it is to build and steward multigenerational wealth and legacies.

As Head of Advice, Planning & Fiduciary Services, I am responsible for setting the strategic direction of the advice planning and fiduciary business, as well as advancing thought leadership in the field. This includes wealth strategy, trusts and estate planning, business succession planning, philanthropic planning, education for the rising generation and trustee and executor services. I also hold regulatory oversight responsibility for the trust company, ensuring the highest standards of compliance and risk management.

Strategy without execution is just ideas. To secure a lasting legacy, solutions-oriented wealth planning must be seamlessly integrated with fiduciary services. Through our fiduciary platform, we provide trustee and executor services, carrying out our clients' wealth plans with steadfast stewardship and care.

With an engineering foundation and professional roots as a consultant, attorney, and advisor, I approach challenges with analytical precision and a solutions-seeking mindset. As a people-leader, I work to elevate my team’s potential by providing them with the platform to shine and removing obstacles that may stand in the way.

At my core I’m a “people-person” and I want to hear your story. I believe results are driven and amplified through relationship building and authentic connections with our clients, our teams, business partners and the families we serve.

Leading with actionable advice, solutions, and authenticity, each day and every day.