Cindy Zhou, J.D., LL.M.

Managing Director | Wealth Strategist | Seattle, WA

701 5th Avenue, Floor 74, Seattle, WA 98104

Email

czhou@freestonecapital.com

Phone

206.707.7331

206.707.7300

Fax

206.707.7399

Cindy joined Freestone in 2021 and serves as our Wealth Strategist. Prior to joining the firm, she worked as a Senior Wealth Planner at HSBC Private Banking where she lead wealth planning strategy, assisting with client’s wealth transfer, charitable and tax planning needs. Prior to her time at HSBC, she spent over a decade in private practice as a trust and estate planning attorney in New York. As a Wealth Strategist, Cindy helps Freestone clients formulate tax-efficient estate planning and wealth transfer strategies to support the preservation and growth of their hard-earned wealth over multiple generations. Cindy has extensive legal expertise in the areas of wealth transfer, estate planning, and taxation. She has advised high-net-worth families on all aspects of wealth planning, including the preparation of wills, the creation of dynasty trusts and closely held business entities, business succession planning, charitable trust planning, and family governance and next generation stewardship. Cindy enjoys meeting with clients and their families and sharing the knowledge and expertise she has gained through her years of experience as an estate planning attorney and private client advisor.

Education

Cindy earned a JD from Columbia Law School and a Masters in Taxation from New York University School of Law. She earned a BA in English Language and Literature from Fudan University in Shanghai, China.

Outside Freestone

Cindy is an outdoors enthusiast and enjoys exploring what nature has to offer in the Pacific Norwest as a recent transplant from New York City. She enjoys spending time with her family, hiking the mountain trails in the spring and fall, skiing in the winter, and sailing in the summer.