Richard R. Shu
Vice President, Wealth and Estate Planning Strategist
Richard Shu is a Wealth and Estate Planning Strategist at Morgan Stanley. He provides education on trust and estate matters to ultra high net worth clients and their advisors. Mr. Shu received his undergraduate degree at the University of California, Berkeley. He also received his J.D. and LL.M in Taxation at Golden Gate University. Prior to joining Morgan Stanley, Mr. Shu was a principal and the Estate Planning Practice Area Lead of a boutique law firm in the Bay Area. He has also been certified as a Certified Specialist in Estate Planning, Trust, and Probate, by the State Bar of California Board of Specialization.
