Hou Howard

Hou Howard, SVP and Wealth Strategist at US Trust, brings over two decades of specialized expertise in estate planning, trusts, and probate to his role. As a State bar certified specialist with a J.D. and LL.M. in taxation, Hou has established himself as a trusted advisor to high net worth individuals seeking sophisticated wealth management solutions. Currently, he focuses on delivering comprehensive estate and tax planning strategies tailored to the unique needs of affluent clients, ensuring the preservation and transfer of wealth across generations.

In his capacity at US Trust, Hou plays a pivotal role in collaborating with the sales teams to enhance client engagement and expand assets under management by over $300 million annually. His deep understanding of strategic financial planning, asset allocation, and alternative investments allows him to craft customized solutions that optimize tax efficiencies and mitigate estate risks. Hou’s expertise in trusts and private banking enables him to design sophisticated estate structures that align with clients’ long-term financial goals, including retirement planning and wealth transfer strategies.

Beyond his technical skills, Hou is known for his ability to build lasting relationships with clients, providing them with peace of mind through meticulous estate and tax planning. His proficiency in securities and asset management complements his holistic approach to wealth management, ensuring clients receive comprehensive advice that balances growth, protection, and legacy planning. With his extensive experience and industry knowledge, Hou Howard continues to be a vital asset to US Trust’s commitment to delivering exceptional wealth management services to high net worth individuals.