Wealth Adviser

Lois Li
Wealth Adviser

Lois has five years of experience working with international banks, funds, investment advisers, and other wealth management institutions. She brings professionalism and language skills as a Trust Officer and an Advisor to serve our clients in the emerging international high-net-worth community.

Prior to joining Sunstone Trust Company, Lois served as AP and Compliance Officer at a private hedge fund onshore and offshore.
She received her Bachelor of Arts Degree from the Shandong University of Finance and Economics and her Master’s Degree in Financial Analysis from the University of San Francisco.

She speaks fluent Mandarin and English to help our clients better their understanding of trust-related issues in their native languages. Lois is also passionate about developing solid relationships with our clients in all aspects of trust services, financial planning, and wealth management.

A Message From Leadership.

Our team members have been carefully selected to ensure that you can trust us and rely on us for the highest quality of service. We are committed to being a true industry leader by providing an exclusive blend of trustee services, language services, and unequalled customer service to our clients in the U.S., Asia, and beyond.

We would consider it an honor to speak with you personally about your family’s goals and how we can help. Please call or email us anytime to discuss your strategy to secure a brilliant future and to ensure your legacy with a licensed trustee.

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