Complexity driven. Relationship inspired.

Private Wealth Management

Who we are
For decades, C2 Advisors has provided thoughtful advice to successful multigenerational families, business owners, private equity firms, financial sponsors and institutions. With over 100 years of collective experience on Wall Street, we are a team of forward-thinking, independent-minded professionals with diverse backgrounds and expertise across public and private markets, banking and tailored lending, philanthropy, wealth structuring, financial planning, insurance and investment banking. On the foundation of this expertise, we have built a boutique family office experience designed for serve the unique challenges and complexities of our clients.

The C2 difference
We combine our expertise in investment management, wealth advisory and boutique-level service with the power of the global resources and balance sheet of UBS. This alignment results in access to unique private markets transactions, tailored lending across a variety of public and private asset classes, real estate financing, third-party capital raising and investment banking services.

We are proactive at curating events and opportunities for our clients to connect with each other, forging relationships that result in long-lasting partnerships and co-investment opportunities. We offer our distinctive services on a national basis, further expanding our exclusive network. With our combined experience across multiple disciplines, we are wholly dedicated to working with our clients to help them realize their unique vision for their wealth, family and legacy.

The proof is in our numbers

150+

Collective years of experience

9 person

seasoned team

15+

Years in business as a team


Our values

Clients first

Relationships matter

Commitment to excellence

Compassion

Family offices are exploring new options

In unpredictable times, family offices continue to see the bigger picture and are applying prudence and innovation to manage the transformational forces they face.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

More than 150 years

offering financial advice

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022