Advisor at Arden Global Family Offices
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Arden Global Family Offices
Location
Palo Alto, CA
Credentials
Series 65, Series 66
Industry experience
26 years
Flora Dong is a financial advisor with Arden Global Family Offices in Palo Alto, CA, holding Series 65 and Series 66 licenses and 26 years of industry experience. She previously worked at UBS Financial Services Inc. for 17 years before joining Arden Global Family Offices in 2025. Ardenwood Advisors provides wealth management, financial planning, and family-office style administrative services to ultra-high-net-worth families and affiliated entities. The firm focuses on tailored, diversified portfolios across public and private markets and offers specialized services including donor-advised fund management and concierge family-office functions for a select group of large clients.
Based on Arden Global Family Offices
Based on Arden Global Family Offices
Standalone Administrative Services fee up to $100,000 annually
Palo Alto, CA
California
Arden Global Family Offices Llc
2025 - Present (1 year)
UBS Financial Services inc
2008 - 2025 (17 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I specialize in helping families make better financial decisions related to stock options and RSUs. I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her company stock to help live the life we want. Our issues require significant financial planning that firms focused on AUM can't help with. In my free time, I coach my three kids sports teams, play softball, golf, ski in Incline Village, and work on the NYTimes Crossword puzzle with my wife, Jessica. If you ever see me out and about, I’m the guy wearing something UCLA, Chargers, Padres, or Warriors. Listen to Aaron's podcast here: https://mindmoneyspectrum.buzzsprout.com/
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