Multi Family Office

Zhang Financial

Zhang Financial is a multi-family office headquartered in Portage, United States. Founded in 1991, the firm’s wealth originates from founder Charles Zhang’s fee-only investment advisory practice, which has grown into a platform managing more than $6 billion...

Zhang Financial

Zhang Financial

Zhang Financial is a multi-family office headquartered in Portage, United States. Founded in 1991, the firm’s wealth originates from founder Charles Zhang’s fee-only investment advisory practice, which has grown into a platform managing more than $6 billion in client assets. Led by Zhang and CEO Lynn Chen-Zhang, the office delivers integrated planning, investment management, tax and estate services for multigenerational high-net-worth families.

Website
www.zhangfinancial.com
LinkedIn
linkedin.com/company/zhang-financial

General information

Firm type

Multi Family Office

Year founded

1991

AUM

—

Location

Region

North America

Country

—

City

Portage

Corporate office

—

Frequently asked questions

What is Zhang Financial?

Zhang Financial is a multi family office headquartered in Portage.

When was Zhang Financial founded?

Zhang Financial was founded in 1991.

Where is Zhang Financial headquartered?

Zhang Financial is headquartered in Portage, in the North America region.

What does Altss track for Zhang Financial?

Altss maintains an OSINT-verified profile of Zhang Financial covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Zhang Financial's website?

Zhang Financial's public website is www.zhangfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Zhang Financial?

Zhang Financial is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on Zhang Financial?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for Zhang Financial?

Zhang Financial's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

Previous family officeNext family office

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classLive OSINT deal alerts
Start your free trial

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo