Your Wealth, Our Responsibility
Headquartered in New York City with a satellite office in Brookline, Massachusetts, Brown&Zhang Management LLC represents creative clients on and between coasts. Our firm specializes in wealth management and financial planning, from setting up a family trust office to private equity investment. Whether you're planning to retire early or expanding the family heritage, we will not only protect your wealth for generations, but we'll also help it thrive in the world. We bring extensive experience and professionalism to every case and customize our support to your individual needs and concerns.
Our attorneys have been practicing for over a decade and participated in the Prestigious Family Fund Management. Our financial experts have had extensive experience managing different asset categories in the financial industry. We are also proud to announce our Experts Team, all Senior Managing Consultants, who are adding to our expertise. We're also on the pulse of modern technology and bioscience technology and have monitored their evolution to inform our investment strategies—all to give you exceptional advice that will last for years to come.
Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to inquire whether our services are right for you.
Contact
➤ LOCATION
212 E 47 St. New York, NY 10017
Areas of Practice
Investing
At the end of the day, it’s not just about wealth. It’s about what your wealth can accomplish. Together, you and your Jethro Financial Advisor can help prepare your financial life for today, tomorrow and generations to come—so you can stay focused on what matters most, no matter what the markets are doing. That’s our focus as the world’s largest wealth management firm.*
small business investment advice
You started your business with passion. We can help you bring that same drive to meeting challenges as you thrive and grow. Take advantage of strategic planning and tailored solutions throughout the lifecycle of your business, including life after ownership.
planning
To make the right choices you need to ask the right questions. And because your life keeps changing, we keep on asking. Let’s have a conversation to discover where you are today and uncover new opportunities to pursue the future you want.
real estate and retirement planning
You've worked hard and carefully invested to ensure that you'll live life on your terms in retirement, but how can you be sure it will be the same retirement you had always envisioned?
With global markets becoming more volatile and slower growth expected, even high net worth investors are concerned today about having enough to retire. More than ever, investors like you need trusted advice and a sound plan.
Family Trust Management
A Trust plan can help you enjoy the benefits of your success today while providing for significant others in the future. However, establishing a plan may lead to questions that are difficult and emotional to ask. Working with your existing advisors, a Jethro Financial Advisor can provide an objective perspective and draw upon the expertise of professionals who specialize in estate planning, insurance strategies, trusts and philanthropy. This helps you protect and transfer your wealth in a way that benefits the ones who are most important to you.
Education Planning
With college costs continuing to rise faster than the rate of inflation, financing a child's higher education can be a challenge. Fortunately, there are sound strategies you can use to pay college expenses for your children or grandchildren while keeping an eye on your overall financial goals. Even if your child or grandchild only has a few years remaining before college, prudent planning can help you save the largest amount in the shortest amount of time. In addition, you may benefit from specific tax advantages for contributing to college expenses.
“All money is a matter of belief.”
Let's Chat.
Use the form below to contact us regarding your Trust Management enquiry. Please be as detailed as possible. Include your industry along with any specific document requests. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.
For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to lead the firm into uncharted fields of practice.