Family. Wealth. For Generations.

Generational Family on Beach

The proof is in our numbers

$1.77B

Assets under management

As of 01/01/2024

200+ Business Owners

Client relationships

13 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

mtp

My Total Picture

Insights

Managing wealth is our craft

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.