1.88B
Assets under management
1.88B
Assets under management
200+ Business Owners
Client relationships
15 person
seasoned team
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 – 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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
