Bain Capital

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management solutions tailored for ultra-high net worth individuals and families with international connections, particularly those with ties to Asia. With over 15 years of experience, the team focuses on forging lasting relationships and delivering quality strategies that align with clients' financial goals and complexities associated with cross-border investments and estate planning. Wealth Management Associate Danyi Gu supports the team's mission by managing international client onboarding and navigating intricate trust and estate structures. Her expertise in trading, compliance, and cash flow management enhances the service provided to clients, ensuring their unique financial needs are addressed with attention to detail and dedication. Generated from the website

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management services for ultra-high net worth individuals, families, and their family offices, particularly those with strong ties to Asia. With a focus on developing long-term relationships and offering customized strategies, the team is dedicated to listening to clients' goals and addressing their unique financial needs. The group's Associate, Danyi Gu, enhances client services by managing complex cross-border regulations and fiscal compliance, ensuring a seamless onboarding experience for international clients. Together, they leverage the extensive global resources of UBS to deliver tailored investment strategies, estate planning, and liquidity solutions to preserve and grow wealth across generations. Generated from the website

UBS Financial Services Inc. is a leading global wealth manager with over 160 years of experience, dedicated to providing customized financial strategies tailored to the unique needs of each client. The firm emphasizes the importance of building long-term relationships through a commitment to quality client service, helping clients navigate their financial lives and achieve their goals. Utilizing the UBS Wealth Way approach, the firm organizes financial planning into three key dimensions: Liquidity for short-term expenses, Longevity for long-term needs, and Legacy for future generations. This comprehensive strategy aims to assist clients in exploring and pursuing their wealth management objectives while acknowledging the inherent risks associated with investments. Generated from the website