Goli Alavikia serves as Vice President and Trust Officer at U.S. Bank's Private Wealth Management division, where she leverages over 20 years of extensive experience in the financial industry to provide exceptional fiduciary services to high and ultra-high net worth families. Her role is pivotal...
Goli Alavikia serves as Vice President and Trust Officer at U.S. Bank's Private Wealth Management division, where she leverages over 20 years of extensive experience in the financial industry to provide exceptional fiduciary services to high and ultra-high net worth families. Her role is pivotal in delivering trust administration, estate settlement, and strategic guidance, ensuring that clients navigate complex wealth management issues with confidence and clarity. Goli’s expertise lies in her ability to craft tailored solutions that not only meet the unique needs of each family but also align with their long-term financial goals in a tax-efficient manner.
At U.S. Bank, Goli is responsible for overseeing intricate client relationships, where her dynamic approach fosters trust and loyalty among clients. She excels in administering a wide array of wealth management services, including investments, estate planning, and navigating the nuances of tax law. Her proficiency in managing mergers and acquisitions further enhances her capability to provide comprehensive counsel in all areas of wealth management. Goli's commitment to client satisfaction is evident in her tireless efforts to ensure that families feel supported and informed throughout their financial journeys.
In addition to her technical skills, Goli's ability to communicate effectively in both English and French allows her to connect with a diverse clientele, enriching the client experience. As a seasoned professional, she remains dedicated to staying abreast of industry trends and regulatory changes, ensuring that her clients receive the most relevant and effective advice. Goli Alavikia is not just a trusted advisor; she is a strategic partner in her clients' financial success.
