Stephen Luk - UBS Financial Services Inc.

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management solutions for ultra-high net worth individuals, families, and family offices, particularly those with strong ties to Asia. With over 15 years of experience, Joanne focuses on cross-border investment strategies, estate planning, and liquidity solutions, ensuring that clients' financial legacies are preserved and passed on to future generations. Danyi Gu, an Authorized Officer Wealth Management Associate, supports the team in navigating complex international regulations and managing client onboarding, trust structures, and fiscal compliance. Her expertise in trading, stock settlement, and cash flow management complements the firm's commitment to delivering tailored financial strategies and exceptional client service. Generated from the website

Kenneth Flax, CIMA, serves as a Senior Vice President in Wealth Management at UBS Financial Services Inc. in Palo Alto, CA, where he is dedicated to providing comprehensive wealth management solutions tailored to meet the unique needs of clients and their families. With a strong background in finance and a commitment to client success, Kenneth leverages UBS's global resources to help individuals navigate complex financial challenges and pursue their long-term goals, focusing on key dimensions of liquidity, longevity, and legacy. 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