Cynthia Xu

Cynthia Xu is a Tax Senior Manager in the Private Client Services Group and has nearly 10 years of experience. Cynthia primarily provides tax planning and compliance services to high-net-worth individuals. 

Cynthia is adept at providing comprehensive tax strategies and guidance to a diverse base of hedge fund managers, entrepreneurs, athletes, and multi-generational families. She has a deep understanding of gift tax regulations and trusts and is highly skilled in managing tax requirements for private foundations. She is also well-versed in foreign reporting and assists clients in reporting foreign income, assets, and financial accounts, ensuring compliance with ever-changing tax regulations.