Ubs

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Two Belvedere Pl Ste 220
Mill Valley, CA 94941
+1 (415) 360-9466
http://ubs.com

Zhong Wealth Management Group, part of UBS in Mill Valley, CA, specializes in providing comprehensive wealth management solutions for ultra-high net worth clients, particularly those with international ties. The team, led by Managing Director Joanne Zhong, focuses on building long-term relationships through personalized strategies and expert guidance in areas such as estate planning, investment, and liquidity solutions.

With a dedicated team that includes Wealth Management Associate Danyi Gu, Zhong Wealth Management Group emphasizes understanding clients' goals while navigating complex cross-border regulations and financial landscapes. The group's commitment to quality client service enables them to support families and entrepreneurs in preserving and transferring their wealth across generations.

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