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Zhang Financial Overview
Type
Multi Family Office
Year Founded
1991
General Information
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.
Contact Information
Website:
https://www.zhangfinancial.com/
Year Founded:
1991
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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