CHARITY FALLS
MUFG Union Bank
Head of Wealth Planning
Charity Falls is a Director and Senior Wealth Strategist at The Private Bank. Charity works with a team of specialists in wealth planning, investments, risk management, trust and estate services, and banking in San Diego County. She works with high net worth clients and their businesses to design strategies that build, sustain and transfer wealth based on their distinct priorities. She has significant experience working with business owners and investors to structure and implement business succession strategies, plan for liquidity needs and consults with clients on issues related to philanthropy, family legacy and taxation.
Charity has over 15 years of tax, legal and banking experience. She previously worked as a Senior Wealth Planning Strategist at Wells Fargo Private Bank, Tax Counsel at Time Warner Cable and The Hearst Corporation, and as a tax and estate-planning attorney at Parker Poe Adams & Bernstein. She earned her Bachelor of Arts degree in Philosophy magna cum laude from the University of North Carolina at Charlotte and Juris Doctor and Master of Laws (Taxation) degrees from the University of San Diego School of Law. She is a Certified Financial Planner™ professional, has authored published editorial materials on various topics of tax law, and is a regular speaker on matters related to wealth planning and taxation.
Jayne Hartley
Union Bank
PWA
Jayne Hartley is a Director and Private Wealth Advisor for The Private Bank. In this role, she partners with a team of specialists in
wealth planning, investments, risk management, trust and estate services, and banking. Jayne works with high net worth clients
to help them build, sustain, and transfer wealth based on their unique priorities.
The Private Bank is an exclusive part of Union Bank® dedicated to the financial needs of high net worth individuals, non-profit
organizations, business owners, corporate executives, and professional service firms. The Private Bank is built around teams
of wealth management professionals who provide consultative relationships focused on the client’s unique goals and dreams.
Jayne joined Union Bank in 2013 and has over 16 years of experience in the financial services industry. Prior to that she practiced
as an estate planning attorney for 15 years. As an attorney in private practice, Jayne regularly designed and implemented estate
plans, handled guardianships, probate, and estate administration, and worked with closely held businesses.
Jayne received her Bachelor of Business with a major in Accounting from Western Illinois University, and earned her law degree
from University of Houston Law School. Additionally, Jayne holds her California Life Insurance license.
Min Yoo
Union Bank
Senior Wealth Strategist
Min Yoo is a Director and Senior Wealth Strategist at The Private Bank. Min works with a team of specialists in wealth planning,
investments, risk management, fiduciary services and banking in Los Angeles. Min works with high net worth clients, business
owners and corporate executives to design sophisticated wealth strategies to build, sustain and transfer wealth based on their
unique priorities.
The Private Bank is an exclusive part of Union Bank dedicated to the financial needs of high net worth individuals, non-profit
organizations, business owners, corporate executives and professional service firms. The Private Bank is built around teams of
wealth management professionals who provide consultative relationships focused on enabling clients to reach their unique
goals and dreams.
Min brings over 15 years of estate and financial planning experience to Union Bank, both in the public and private arena. He
joined Union Bank from a local property management firm, where he served as the in-house counsel and tax director. He was
responsible for establishing financial procedures for tax reporting and overseeing the preparation of tax returns for the various
entities (S corporations, LLCs and limited partnerships) and the individual shareholders/partners. Previously, he worked for
KPMG LLP as a manager in the Personal Financial Planning group in Los Angeles, specializing in the areas of estate, charitable
and income tax planning for key executives, entrepreneurs, and other high net worth individuals.
Min is a California-licensed attorney and is also a Certified Financial PlannerTM professional.