Jennifer is passionate about helping her clients – brilliant innovators who are shaping the future – navigate the complexities of wealth with clarity and confidence. She takes pride in being a trusted advisor and the first call for her clients, ensuring their financial concerns are seamlessly managed.
With over 35 years of experience, Jennifer specializes in advising entrepreneurs and their families across multiple jurisdictions on all aspects of private wealth. Having worked extensively in Silicon Valley, she has guided both domestic and international clients through sophisticated planning strategies, liquidity events, and the management of concentrated and restricted positions.
Jennifer holds an MBA from the University of San Francisco and is fluent in Cantonese. She is the proud mother of an adult daughter and a teenage son. Outside of work, Jennifer enjoys event planning, knitting, and exploring global cuisines through both travel and cooking.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
