Yamin Zhao

Yamin ZHAO brings nearly a decade of experience in the financial industry, having held key roles in private banking and wealth management at leading financial institutions. She specializes in USD asset allocation, real estate investment, and art investment, catering to high-net-worth and ultra-high-net-worth individuals (HNWIs & UHWNIs). Following her advanced studies at the University of California, Irvine, she gained extensive experience living and working on both the East and West Coasts, equipping her with a profound understanding of cross-border investment strategies and global residency planning. She is committed to assisting Chinese and international clients in achieving identity optimization and wealth growth through investment immigration, family trusts, and global asset allocation.

As a Partner at Globevisa San Francisco, Yamin leverages her extensive expertise in private banking and high-net-worth wealth management to provide strategic insights into U.S. and global immigration policies. She specializes in EB-5 investment immigration, family trust structuring, and residency planning, offering tailored solutions to meet the unique needs of her clients. With strong connections to Silicon Valley and global capital markets, she delivers bespoke immigration and asset allocation strategies to facilitate clients’ international expansion. At Globevisa, she continues to apply her financial and investment acumen to provide comprehensive, customized services, empowering Chinese families to successfully navigate the complexities of global wealth management and residency planning.