Edmond Zhou

CPA

Partner, Tax

Location: Walnut Creek

Services: Charitable Giving, Estates, Gifts & Trusts, Family Office Services, Private Client Services, Stock Option Planning

Industries: Professional Services, Real Estate, Technology

Edmond is a Partner in BPM’s Private Client Services group. He has over 15 years of experience in providing tax planning and compliance services to multinational family offices and their privately held business enterprises.

He has extensive experience working with ultra-high net worth clients and their family offices, many of which are private equity and VC fund managers and investors.

Edmond specializes in advising clients on complex cross border issues, multi-state investment partnerships, trust and gift planning.

Before Joining BPM in 2022, Edmond spent over a decade at a Big Four firm. His Big Four background lends itself to working with clients of all sizes, and his role at BPM helps support those clients on a more holistic and supportive level.

Yi Wen (Edmond) Zhou holds an active CPA license in California.

Interesting tidbit

In his spare time, Edmond coaches his kids’ sports teams. You can find him deep sea fishing by the Farallon Islands whenever possible.

Certifications

Certified Public Accountant

Community

Member – American Institute of Certified Public Accountants (AICPA)
Member – ProVisors

Education

BA/Economics – University of California, Berkeley
MS/Taxation – Golden Gate University

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