Brant Point Group
View FINRA BrokerCheck informationContact us

Event calendar

Advanced Planning for Founders

A deep dive into planning for startup foudners, focusing on personal financial planning with a case study discussion on utilizing the Qualified Small Business Stock exemption.

Location

Date & time

Speakers

Supporting links

RSVP for a Zoom invite

19 March, 20264:00 PM - 4:45 PM Eastern
  • Matthew Goward, CFP

Advanced Planning for Private Company Shareholders

Join us for a discussion covering financial planning considerations for Founders and private company shareholders.

Location

Date & time

Speakers

Supporting links

30 October , 20254:00 PM - 4:45 PM Eastern

    Advanced Planning for Start up Founders

    A deep dive into planning for startup founders, focusing on personal financial planning prior to and after an exit or secondary sale. 

    Location

    Date & time

    Speakers

    Supporting links

    RSVP for a Zoom invite

    24 July , 20254:00 PM - 5:00 PM Eastern
    • James Jack - Head of UBS Business Owners Group
    • Matthew Goward, CFP - UBS

    Personal Financial Planning and QSBS for Start-up Founders

    We'll cover topics such as: personal financial planning prior to, during and after an exit. In addition we'll discuss how Founders can protect up to $10 million or more from federal taxes on an eventual exit by utilizing the Qualified Small Business Stock exemption.

    Location

    Date & time

    Speakers

    Supporting links

    26 February , 20254:00 PM - 5:00 PM Eastern
    • Matthew Goward, CFP - UBS
    • Daniel Krolikowski, CPA, MBA - Team Co-Leader, Withum Founders and Tech Executive Services

    Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

    As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

    Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

    Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

    Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

    Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

    For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

    Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

    © UBS 1998-2025. All rights reserved.

    This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

    Go to privacy settings