$3.9 trillion
In invested assets globally
As of 12/31/2022
The Cantrell Reinbold Group has more than 30 years of experience in the financial services industry. We run a boutique operation, only working with a few dozen ultra-high net worth families with a specific focus on the distinctive needs of entrepreneurs and business owners. Because we serve a select clientele and maintain a high client to team member ratio, we provide personalized, high-touch service. Our goal is to simplify your financial life with a clear and consistent approach to managing your wealth so that we can be helpful in every aspect of your life. We bring together the boutique services of a dedicated team with the global resources of one of the world's largest wealth management firms.
Together, we will create a comprehensive plan that includes your personal and professional wealth management needs, business transition goals, and/or pre- and post-liquidity investment strategies. Backed by the extensive resources of UBS, we offer comprehensive wealth management focused entirely on you, your family, and your business. Our approach to investment management and our detailed processes in wealth protection, enhancement, and transfer will help you explore opportunities to grow and preserve what you have built. We are dedicated to helping you prepare for the next phase of your life so that you can leave purposeful legacy.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Executive Director
Alternative Investments Consultant
Executive Director
Global Family Office Relationship Manager
Executive Director
Senior Strategist - Family Advisory and Philanthropy Services
Director
Senior Wealth Strategist
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
We can help you bring your vision to life.
Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.