Profile Preview — Altss
Zhang Financial Overview
Type
Family Office - Multi
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:
Website:
https://www.zhangfinancial.com/
Year Founded:
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Need institutional-grade insight on family offices?
Altss delivers:
- • Live OSINT deal alerts
- • Allocation history by asset class
- • Principals with verified direct contacts
Prefer a guided tour?
We’ll walk you through:
- • Interactive funding timelines
- • Custom mandate & allocation filters