Hui Xu
Senior Vice President,
Financial Advisor,
Portfolio Manager
Direct:
(650) 496-3919(650) 496-3919
My Mission Statement
I deliver extensive experience, dedicated personal service, and enriched intellectual capital to help both international and domestic investors achieve their unique financial goals.
My Story and Services
For almost three decades, my utmost priority has been helping my clients achieve financial success.
As a Financial Advisor specializing in family and ultra-high-net-worth wealth planning, I am well-versed in the broader wealth planning needs of domestic and offshore investors and effectively utilize Morgan Stanley’s vast global resources to address the complex challenges of managing significant wealth. More specifically, I specialize in executive planning.
My firsthand experience provides me with unmatched insight regarding the management of wealth and assets for clients such as international elite in China, young professionals in the United States, and high-level executives and professionals across the globe. This expertise and comprehensive understanding of familial and professional structures allows me to adequately navigate the complex, comprehensive financial planning processes that ultra-high-net-worth clients desire.
The combination of my knowledge, skills, and genuine care for my clients aids me in creating and implementing holistic tailored solutions designed to successfully meet each client’s unique strategic needs, goals, and dreams.
I look forward to learning more about you and your family and becoming the trusted advisor that you rely on for guidance in your important investment decisions.
As a Financial Advisor specializing in family and ultra-high-net-worth wealth planning, I am well-versed in the broader wealth planning needs of domestic and offshore investors and effectively utilize Morgan Stanley’s vast global resources to address the complex challenges of managing significant wealth. More specifically, I specialize in executive planning.
My firsthand experience provides me with unmatched insight regarding the management of wealth and assets for clients such as international elite in China, young professionals in the United States, and high-level executives and professionals across the globe. This expertise and comprehensive understanding of familial and professional structures allows me to adequately navigate the complex, comprehensive financial planning processes that ultra-high-net-worth clients desire.
The combination of my knowledge, skills, and genuine care for my clients aids me in creating and implementing holistic tailored solutions designed to successfully meet each client’s unique strategic needs, goals, and dreams.
I look forward to learning more about you and your family and becoming the trusted advisor that you rely on for guidance in your important investment decisions.
Services Include
- Access to Lending Services
- Alternative InvestmentsFootnote1
- Asset Management
- Endowments and FoundationsFootnote2
- Estate Planning StrategiesFootnote3
- Executive Financial ServicesFootnote4
- Institutional ServicesFootnote5
- Philanthropic Services
- Professional Portfolio ManagementFootnote6
- Stock Plan ServicesFootnote7
- Trust ServicesFootnote8
Securities Agent: DE, VA, MD, IN, OR, CO, MI, FL, NY, NJ, UT, CA, WA, NV, MA, GA, DC, AZ, TX, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1288032
CA Insurance License #: 0C47779
NMLS#: 1288032
CA Insurance License #: 0C47779
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Biography
Hui Xu is a Senior Vice President and International Client Advisor. Hui holds a degree in Economics from the Economic Institute of the Chinese Academy of Social Sciences. She also has dual Masters of Business Administration in Finance and Investment and a concentration in International Management from the Monterey Institute of International Studies.
Hui has almost three decades of experience in the financial services industry including 26 years of dedicated services with Morgan Stanley and 5 years of extensive research experience in asset allocation strategies with Bank of America. Prior to coming to the U.S., she was an Economic Researcher for the Economic Institute of Chinese Academy of Social Sciences.
Hui began her practice working with local high-tech executives in Silicon Valley, but has since expanded her practice to specialize in both domestic and international ultra-high-net-worth clients. Additionally, Hui has a niche in advising intergenerational wealth due to her expertise regarding cross-border and familial wealth and assets. She has previously been awarded the Blue-Chip Award for Excellence in Client Services on behalf of Citigroup Salomon Smith Barney.
Outside of Morgan Stanley, Hui held the position of the Vice President of the Silicon Valley Chapter of the China U.S. Business Summit from 2015 to 2020 and is a member of multiple prestigious organizations, including Asian American Multi-Technology Association and Asia Society. She is also a project volunteer for Shin Shin Educational Foundation, an organization which built 338 elementary schools in rural China.
Hui has almost three decades of experience in the financial services industry including 26 years of dedicated services with Morgan Stanley and 5 years of extensive research experience in asset allocation strategies with Bank of America. Prior to coming to the U.S., she was an Economic Researcher for the Economic Institute of Chinese Academy of Social Sciences.
Hui began her practice working with local high-tech executives in Silicon Valley, but has since expanded her practice to specialize in both domestic and international ultra-high-net-worth clients. Additionally, Hui has a niche in advising intergenerational wealth due to her expertise regarding cross-border and familial wealth and assets. She has previously been awarded the Blue-Chip Award for Excellence in Client Services on behalf of Citigroup Salomon Smith Barney.
Outside of Morgan Stanley, Hui held the position of the Vice President of the Silicon Valley Chapter of the China U.S. Business Summit from 2015 to 2020 and is a member of multiple prestigious organizations, including Asian American Multi-Technology Association and Asia Society. She is also a project volunteer for Shin Shin Educational Foundation, an organization which built 338 elementary schools in rural China.
International Wealth Management
Part of a global financial legacy that dates back over 150 years, Morgan Stanley is one of the few truly global institutions with the scale, scope, and commitment to serve the international investor. We serve among the world’s most capitalized institutions and stand as one of the largest wealth management firms in the world.
Morgan Stanley International Wealth Management (IWM) harnesses the extensive capabilities of the firm to serve investors located outside the United States. Functioning as a specialized group within Morgan Stanley, IWM is staffed by specially trained International Client Advisors and managers who understand your wealth management needs. Our International Client Advisors are familiar with the investment challenges and opportunities that are unique to your part of the world and can recommend highly customized strategies to help you address your specific goals.
Morgan Stanley International Wealth Management (IWM) harnesses the extensive capabilities of the firm to serve investors located outside the United States. Functioning as a specialized group within Morgan Stanley, IWM is staffed by specially trained International Client Advisors and managers who understand your wealth management needs. Our International Client Advisors are familiar with the investment challenges and opportunities that are unique to your part of the world and can recommend highly customized strategies to help you address your specific goals.
Family Office & Investment Resources
Hui Xu utilizes her diverse skillset to help clients of substantial wealth simplify and manage their complex personal and financial lives so that they and their families can live the enjoyable, fulfilled lifestyles of their choosing.
Family Office Resources helps clients and Financial Advisors alike curate and navigate an expansive suite of highly specialized resources that help to address the complex multifaceted challenges of managing significant wealth so that clients may confidently make complicated decisions.
Family Office Resources helps clients and Financial Advisors alike curate and navigate an expansive suite of highly specialized resources that help to address the complex multifaceted challenges of managing significant wealth so that clients may confidently make complicated decisions.
Pre-Liquidity Event Planning
Liquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities. Liquidity events also magnify the need to put in place or update certain essential estate planning documents. It is important to consider and implement income tax and wealth transfer strategies prior to a potential liquidity or sale event.
Learn More About Pre-Liquidity Event Planning
Morgan Stanley Investment Solutions
Wherever you are on your investing journey, Morgan Stanley can help you identify and achieve your goals. Stage 1: When you’re just getting started; Stage 2: When you’re ready to start planning for the long-term; Stage 3: When your situation calls for experienced, hands-on advice.
Morgan Stanley Investment Solutions
Executive Compensation
Executives today are increasingly compensated with stock or stock options. It is critical that an executive understands the risk of investing financial assets and the potential reward of preferential income tax treatment. The following is a general overview of some of the basic rules applicable to stock and stock options.
Learn More About Executive Compensation
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Morgan Stanley Alternative Investments
Estate Planning
The Wealth and Estate Planning Strategists look at all aspects of an individual's estate to understand the potential income tax and estate planning attributes of the vehicles. The goal is for the client and his or her investment professionals to make more informed investment decisions looking at their estate plan holistically.
Learn More About Estate Planning
Socially Responsible Investing
Our Investing with Impact platform has designed a proprietary process to identify your impact priorities and match them with one of our 360+ investment strategies or customizable portfolio solutions across asset classes, to tailor your portfolio and monitor both financial and impact results over time.
Morgan Stanley Investing with ImpactModern Wealth Tools
Our comprehensive suite of digital tools are designed to help enhance various aspects of your financial life.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More
LifeView
LifeView is a suite of planning tools that includes goal-specific analysis that Financial Advisors can use with clients to create a realistic, holistic strategy that integrates the various aspects of an individual’s financial life, including investments and cash management needs.
Learn More
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started Today
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Learn More
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Visit our Security CenterLocation
1400 Page Mill Road
Palo Alto, CA 94304
US
Direct:
(650) 496-3919(650) 496-3919
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Hui Xu today.
1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
8Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
8Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
