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
In this guide you can explore an array of planning ideas, such as:
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
