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Steven Zhang, CPA, CFA

Founder, KCY Family Office LLC

Steven Zhang, CFA, CPA, has over 25 years of experience advising cross-border UHNW and institutional investors on tax and business matters. He now runs a multi-family office and global business management company servicing ultra-high net worth families with cross-border investments. In addition, his relationships with existing networks of family offices in China provide ready access to potential UHNW investors in China. Steven’s  experience covers a broad spectrum of tax issues impacting the high net wealth families and alternative investment funds, including income tax planning, estate & gift tax planning, business succession planning, tax accounting, corporate and partnership taxation, taxation on investment products, multistate taxation, permanent establishment, global fund tax structuring, tax-efficient leverage, foreign currency, capital gain planning, and cross-border transaction issues. His clients include a variety of international family groups, charitable foundations, investments funds in the U.S., Europe, Asia and Latin America, as well as a number of asset managers and corporate executives.  Steven has published articles in a number of professional journals.

 

Prior to founding Fund Tax Services LLC and Youhe Invest LLC, a multi-family office and global business management company, Steven was with PricewaterhouseCoopers and Ernst & Young where he served at managerial positions and advised on a variety of institutional and individual clients in Private Client Services, Alternative Investment, and International Tax practices.

 

A CFA charterholder and a licensed CPA in New York, Steven is also a member of American Institute of Certified Public Accountants, The CFA institute, and New York Society of Security Analysts. He is the founder and current president of Association of US-China Professional Accountants (AUCPA) and was a former treasurer and board member of National Association of Asian American Professionals (NAAAP).