150+
Collective years of experience
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.
150+
Collective years of experience
9 person
seasoned team
15+
Years in business as a team
We purposefully structured a diverse team—across professional backgrounds, accreditations, gender and generations. To us, there is no better way to understand the needs of all our clients, preserve the continuity of our relationships and provide holistic guidance for many years to come.
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Global leader
UBS is a leading and truly global wealth manager
More than 150 years
offering financial advice
Best
Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022