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Sam Kang
Head of Schwab Family Office, an invitation-only offering supporting single and multifamily offices, with expertise in family office services, intergenerational wealth transfer, and multifamily office strategy.
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Jan 20, 2026
• 40min
Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors
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Sam Kang, Head of Schwab Family Office, discusses the evolving role of advisors for ultra-wealthy families. He highlights the rise in family offices and the need for tailored service categories. Sam emphasizes the importance of building relationships across generations and managing conflicting values among heirs. He also touches on impact investing and how philanthropic values influence decisions. Additionally, Sam advises on pricing models and the necessity for cybersecurity in client data management.
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