Family. Wealth. For Generations.

3 Point Legacy Approach

Leveraging the resources of UBS - the largest Wealth Management Firm in the world – our Team manages approximately $2BN+ for clients across 40+ states, and are acutely focused on serving the needs of Business Owners and Entrepreneurs. We work with over 200 privately owned businesses and, as such, have a unique understanding of the wide range of needs that come with owning a private or family business. This includes, but is not limited to:

·    Pre & Post-Sale Planning – six Certified Exit Planning Advisor (CEPA) professionals

·    Investment Banking & Valuation Services

·    Risk Management Solutions – including a specialty in Captive & Self-Insurance

·    Family Advisory and Governance

·    Wealth Transfer & Estate Planning

·    Personal & Commercial Banking Solutions

·    Corporate & Retirement Plan Services

·    Tax Minimization Planning