Toregas Wealth Management - UBS Financial Services Inc.

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Los Angeles, specializes in providing comprehensive wealth management solutions to ultra-high net worth individuals and families, particularly those with connections to Asia. The team is dedicated to fostering long-term relationships and delivering customized financial strategies that align with clients' life goals and aspirations. Led by Managing Director Joanne Zhong, the group boasts extensive expertise in navigating complex cross-border risks and regulations, offering services such as investment, liquidity solutions, and estate planning. With a commitment to quality client service and a solutions-oriented approach, Zhong Wealth Management Group aims to be the primary source of financial advice for its clients. Generated from the website

Kayne Anderson Rudnick is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (a Forbes 400 billionaire and the benefactor of UCLA’s Anderson School of Management). With offices in Los Angeles, San Francisco, Newport Beach, Seattle, Salt Lake City, Scottsdale, Denver, Boston and Providence and over $60 billion in assets under management, the company manages assets for both high-net-worth and ultra-high-net-worth individuals as well as institutional clients. With over 40 years of experience, the firm is known for its commitment to high quality in its business practices, investment strategies and wealth solutions.