Buetel Wealth Management Group
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Financial planning tailored to your goals

Buetel Wealth Management Group

Comprehensive Wealth Management Services for Families and Business Owners in Boca Raton

What is a Virtual Family Office, and how can it help affluent families and business owners manage financial complexity?

As wealth grows, financial decisions often become more interconnected. Business planning, investment management, retirement planning, estate planning, and wealth transfer strategies all impact one another.

Our Virtual Family Office approach helps coordinate these moving pieces into a unified strategy, providing high-net-worth families and business owners with a more organized and intentional approach to managing wealth.

Whether you're preparing for a business transition, navigating a liquidity event, planning for retirement, or focused on preserving wealth across generations, we help bring clarity to the financial decisions that matter most.

Wealth management for high-net-worth families and business owners in Boca Raton
Guidance for business succession, retirement, estate planning coordination, and multi-generational wealth planning
A coordinated planning process designed to simplify complexity and support long-term goals

WHO WE SERVE

Guidance for Families & Business Owners Facing Complex Financial Decisions
We work with clients seeking answers to questions such as:

- How do I prepare my business for a sale or succession?
- What should high-net-worth families consider when planning for future generations?
- What happens after a major liquidity event or business exit?
- How can retirement income, estate planning, and wealth transfer strategies work together?


Our clients typically include business owners, high-net-worth families, newly liquid households, and retirees who want a more coordinated approach to managing wealth.

WHAT WE DO 

Business Exit & Succession Planning
Helping business owners understand how to prepare for a business sale, transition ownership, and plan for life after an exit.

Estate Planning & Wealth Transfer Coordination
Helping families address what estate planning strategies should be considered to align wealth, family goals, and legacy objectives.

Multi-Generational Wealth Planning
Guidance for families asking how to preserve wealth across generations and prepare heirs for future responsibilities.

Retirement & Income Planning
Helping clients understand how to create a retirement income strategy that supports both lifestyle and long-term legacy goals.

 

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We believe you deserve to work with someone who will challenge the way you think about your wealth, family, and legacy.

- Brian Buetel - Buetel Wealth Management Group

Coordinate Your Wealth l Business Exits, Legacy & What Comes Next Podcast

Coordinate-Your-Wealth-Podcast

Coordinate Your Wealth l Business Exits, Legacy & What Comes Next

Coordinate Your Wealth is for business owners navigating the financial, strategic, and family complexity surrounding major transitions: exits, successions, liquidity events, and legacy planning.  Through this show, you'll gain the clarity to make confident decisions, avoid costly mistakes, and build a path that protects your wealth and your relationships.

 

Listen now

Personalized Wealth Management and Direct Access to Financial Advisors in Boca Raton, FL

What is a Virtual Family Office?
A Virtual Family Office is a coordinated approach to managing complexity. Instead of you managing multiple advisors independently, we help quarterback the planning process so investment decisions, estate strategy planning, tax considerations, risk management, and philanthropic intentions work together.

When a Virtual Family Office approach can help
You may benefit if you are:

- Approaching a business sale or succession
- Managing multiple trusts/entities
- Concerned about wealth transfer across generations
- Looking for a coordinated plan across investments, estate strategy, and family goals

Our planning process
1) Discovery – We learn what matters most and identify complexity points (business, entities, trusts, risk exposures).
2) Alignment – We map priorities into an integrated plan: liquidity needs, long-term funding, and legacy intentions.
3) Implementation – We coordinate across investment strategy and planning professionals (attorney/CPA as applicable).
4) Ongoing review – We monitor progress, update the plan as life changes, and keep decisions connected.

Frequently asked questions
Do I need a Virtual Family Office?
If your financial life includes business interests, estate planning complexity, multi-entity structures, or multi-generational goals, a coordinated approach can reduce gaps and improve decision-making.

How do you work with my attorney and CPA?
We help coordinate planning conversations so your investment strategy and estate strategy decisions stay aligned with tax and legal guidance from your professionals.

What is included in an exit-planning conversation?
We typically address pre-sale planning priorities, post-sale cash flow needs, diversification, tax payment planning, legacy/wealth transfer coordination, and your life-after-sale goals.

Do you work with clients outside Boca Raton?
Yes. We serve clients across South Florida and beyond, including families relocating to the area.

Let’s simplify complexity and build a coordinated plan.
Schedule a consultation to discuss your goals and whether our Virtual Family Office approach fits your needs.

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A leading global wealth manager

For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.

Adult children with parents

Dividing wealth across generations

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Comprehensive planning for significant wealth

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Navigating opportunities across your enterprise

Are You Planning a Sale of a Business?

You've built the business. You've built the wealth. Now What?

If you're wondering whether your estate plan, investment strategy, and financial decisions are all working together the way they should—you’re not alone.

Contact Us

What to Do When It's Time to Sell—or Transition—Your Business

Getting an unexpected offer to buy your business can be exciting—and overwhelming. So can facing the decision to pass your business on to the next generation. At Buetel Wealth Management, we specialize in helping successful business owners and wealthy families navigate these major transitions intentionally and strategically.

Contact Us

Planning for the sale of a closely held business

Planning for the sale of a closely held business

A road map to help facilitate the process

Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.

Learn more

Personal planning for start-up founders

Personal planning for start-up founders

As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.

Read report

Launch. Grow. Exit your business.

We understand that when it comes to the business you have personally built, you're going to be invested at every level. From launching to growing to ultimately exiting your company our team can help you make smarter decisions each step of the way. 

You’re selling within the year

You’re selling within the year

  • Finalize your trust and estate strategies 
  • Work with us to interview and select the investment banker that works best for you
  • Finalize your exit plan and focus on getting the best deal for the sale
  • Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
  • As needed, prepare employees and managers for the transition
  • Think about what’s next for you and your future, after the sale
Learn more

Connect with us

You’re 3 years away from exiting

You’re 3 years away from exiting

  • Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
  • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
  • Explore gift and estate strategies to help maximize net proceeds from a sale

Learn more

Connect with us

You’re considering an exit in 5 years

You’re considering an exit in 5 years

  • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Fine-tune your business model to be most appealing to a buyer
  • Make sure business documentation and financial statements are in order
  • Put together a team to prepare the business and optimize value
  • Strengthen your management team
Learn more

Connect with us

  • Finalize your trust and estate strategies 
  • Work with us to interview and select the investment banker that works best for you
  • Finalize your exit plan and focus on getting the best deal for the sale
  • Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
  • As needed, prepare employees and managers for the transition
  • Think about what’s next for you and your future, after the sale
Learn more

Connect with us

  • Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
  • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
  • Explore gift and estate strategies to help maximize net proceeds from a sale

Learn more

Connect with us

  • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Fine-tune your business model to be most appealing to a buyer
  • Make sure business documentation and financial statements are in order
  • Put together a team to prepare the business and optimize value
  • Strengthen your management team
Learn more

Connect with us

Buetel Wealth Management In the News

Man at New York Stock Exchange

Fed Rate Decision Comes as the Stock Market Enters Its Worst Period. What’s Next for the Rally.

Brian Buetel, managing director at UBS Wealth Management in Boca Raton, Fla., sees it differently.

“There’s no denying the fact that September has often been a weak month for the stock market, but investors who are under-allocated or looking to add to their stock exposure could utilize market pullbacks and increase their exposure,” he said.

Click to Read More

Stocks going up and down

The Stock-Market Rally Is Moving Beyond Big Tech and Investors Are Thrilled

"Those rich prices could be another nudge for traders to start snapping up shares in different industries, said Brian Buetel, a managing director at UBS Private Wealth Management. “Nobody disagrees that the Mag Seven are just extremely expensive,” he said. “People forget there are sectors of the market that are on sale—that are cheap.”

Click to Read More

money

The Market Faces a Slew of July Risks. It’s a Test for S&P 500 Rally.

“The stock market’s recent strength reflects growing optimism around a soft landing, improving corporate profits and the potential for lower interest rates,” said Brian Buetel, managing director at UBS Wealth Management in Boca Raton, Fla.

Click to Read More

Television showing market

How Trump's First 100 Days Have Impacted Your Portfolio

Wednesday, April 30, marks the end of President Donald Trump's 100th day in office – a time frame often used as a short-term measuring stick for a new administration.

Click to Read More

man looking at stocks

3 trades keeping investors in the green this year as the S&P 500 corrects

"In these volatile times, gold has proven to be a reliable asset for protecting portfolios from geopolitical tensions and economic weakness," Brian Buetel, managing director at UBS Wealth Management.

Click to Read The Article

Insights

Contact Buetel Wealth Management Group

Connect with us

1800 North Military Trail
Suite 300
Boca Raton, FL 33431
  • ( 855)  321- 3518 (Fax)

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