Family. Wealth. For Generations.

Generational Family on Beach

The proof is in our numbers

200+ Business Owners

Client relationships

As of 07/01/2024

15 person

seasoned team

3 Point Legacy Approach

Leveraging the resources of UBS - the largest Wealth Management Firm in the world – our Team manages approximately $1.8BN 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 – five 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

Camera lens-POV

Preparing your business

Advice for business owners


My Total Picture


Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report