Ubs Institutional Consulting - North Star Advisors - Ubs Financial Services

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305 Lytton Ave
Palo Alto, CA 94301
+1 (650) 289-7048
https://advisors.ubs.com

Zhong Wealth Management Group, part of UBS Financial Services, specializes in providing tailored wealth management strategies for ultra-high net worth entrepreneurs and families, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong, the team emphasizes long-term relationships and comprehensive financial advice, addressing complex cross-border regulations and investment solutions.

With expertise from both U.S. and Asian markets, the team, including Wealth Management Associate Danyi Gu, focuses on services such as international client onboarding, estate planning, and strategic financial management. Their commitment to understanding client goals fosters an environment where clients can confidently pursue their financial aspirations.

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