Sam Kang

Expertise:
Family Office
 

Sam Kang is the Head of Family Office and the Premier Wealth Group for Schwab Advisor Services. His organization is dedicated to providing comprehensive wealth management solutions to more than 100 clients, with over $200 billion in assets under management. 

Schwab Advisor Services provides RIAs with everything they need for custody and beyond including innovative technology, the latest wealth management solutions and an unmatched breadth of solutions to help more than 16,000 independent advisory firms with over $4.7 trillion in AUM take their businesses further, all powered by more than 3,000 dedicated Advisor Services employees. 

Sam is known for his ability to drive growth and thrives on solving complex challenges and optimizing processes, which will help ensure Schwab’s Family Office and Premier Wealth Group is one of the most trusted partners to advisors and family office professionals serving the ultra-high net worth community. With over 25 years of working in financial services, Sam has held leadership positions spanning operations, sales, marketing, service and technology. Most recently, Sam served as President of DAFgiving360™, which provides charitable planning services to Schwab’s top clients and ultra-high net worth clients. 

Sam earned his bachelor’s degree in economics from the University of California, San Diego. He holds Series 7, 63, 9, and 10 registrations, along with a LEAN Six Sigma Black belt and the Chartered Advisor in Philanthropy (CAP^®) designation. 
 

^{Updated August 2025}

^{Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM"). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.}