$1.77B
Assets under management
$1.77B
Assets under management
200+ Business Owners
Client relationships
13 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 – 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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.