KCY Family Office LLC

Overview

KCY Family Office LLC describes itself as a global multi-family office and co-investment platform serving cross-border ultra-high-net-worth families. The firm provides access to global alternative investment opportunities through co-investments with like-minded peer families.¹²

Services

KCY says its network sources private opportunities, while its investment team pre-screens, analyzes, structures, and manages them through institutional-grade infrastructure. Investors can choose which deals to join, and the firm provides customized tax planning and investment structuring designed to improve global tax efficiency.²

What the firm offers

• Tax planning
• Private and alternative investments
• Cross-border planning

Leadership

Anla Cheng is Founder & Advisor. The firm says she has invested in China for over 20 years and previously worked at Goldman Sachs, Citigroup, Robert Fleming, and Sino-Century. She also founded SupChina.³⁴

Clarence Kwan is Founder. His focus includes hedge funds, secondary funds, private credit, and early-stage ventures. KCY states that he has 47 years of financial advisory and global management experience, including 34 years at Deloitte.³⁵

Steven Q. Zhang, CPA, CFA, is Founder. He advises cross-border ultra-high-net-worth and institutional investors and specializes in income, estate and gift, succession, fund, corporate, and international tax matters.³⁶

Rosemary Sagar, CFA, of Sagar Family Office, is identified as an advisor.⁷

Client Focus

KCY describes its client base as cross-border ultra-high-net-worth families. Steven Zhang’s described clients also include international family groups, charitable foundations, investment funds in the United States, Europe, Asia, and Latin America, asset managers, and corporate executives.¹⁶

Approach

The firm’s co-investment model gives investors discretion over which opportunities they join, while KCY coordinates sourcing, diligence, structuring, management, and tax planning. Its stated approach combines peer-family participation with institutional investment infrastructure and cross-border tax considerations.²

FAQs

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Sources

1. KCY Family Office LLC
2. About Us
3. Our Team
4. Anla Cheng
5. Clarence Kwan
6. Steven Zhang
7. Our Advisors

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.