Nicholas Hunt - UBS Financial Services Inc.

The Zhong Wealth Management Group, part of UBS Financial Services Inc. in Palo Alto, CA, specializes in providing tailored wealth management strategies for ultra-high net worth clients, particularly those with international connections and ties to Asia. Led by Managing Director Joanne Zhong, the team emphasizes building long-term relationships through understanding client priorities and delivering comprehensive, customized financial solutions. With over 15 years of experience, Joanne and her team, including Wealth Management Associate Danyi Gu, offer extensive expertise in navigating complex cross-border regulations and investment risks. Their approach combines global resources and a solutions-oriented mindset to help clients preserve and grow their wealth for future generations. Generated from the website

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive private wealth management solutions tailored for ultra-high net worth individuals and families, particularly those with strong ties to Asia. The team emphasizes building long-term relationships by offering quality strategies and personalized financial advice, navigating complex cross-border risks, and ensuring effective estate planning. Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the group by managing international client onboarding and addressing complex financial needs, including restricted stock transactions and fiscal compliance. Together, they leverage extensive industry experience and a global network to help clients confidently pursue their financial goals and preserve their wealth for future generations. Generated from the website

Zhong Wealth Management Group, part of UBS Financial Services Inc., specializes in providing tailored wealth management solutions for ultra-high net worth individuals, families, and family offices with strong ties to Asia. With a commitment to quality client service and a focus on long-term relationships, the team is dedicated to helping clients navigate the complexities of cross-border investment, estate planning, and financial regulations. Led by Managing Director Joanne Zhong, who brings over 15 years of experience in international wealth management, the group offers comprehensive strategies designed to preserve and grow clients' wealth across generations. The team, including Wealth Management Associate Danyi Gu, leverages an extensive network and deep industry knowledge to address the unique financial challenges faced by their international clientele. Generated from the website