Over $1.5 billion
Assets under management
Tampa Location:
101 E. Kennedy Blvd Suite 1800 Tampa, FL 33602
Nashville Location:
3102 West End Ave Suite 500 Nashville, TN 32703
– Wealth transfer and education for multigenerational families
– Pre- and post- transaction planning for business owners on the sale of their business
– Bringing clarity and stability to complex family issues such as divorce, special needs, and intra-family disputes
– Charitable planning and fulfilling philanthropic goals
– Tailored banking and lending solutions
– Access to best-in-class alternative investments
– Retirement Plan Consulting
– Institutional Consulting
Over $1.5 billion
Assets under management
9 person
seasoned team
Over 70
Collective years of experience
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
When incredible financial opportunities come your way
Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022