Your future. Your legacy.

How can we help bring your vision to life?

With significant wealth, you have opportunities to pursue bold undertakings —the ventures, causes and passions that give meaning and purpose to your life. We are here to help you answer some of life’s important questions:

What do I want to accomplish?
What do I want my legacy to be?
How do I manage risks and optimize my outcomes?
Does my current structure reflect my goals and objectives?

The Cantrell Reinbold Group is a boutique Private Wealth Management practice supported by the global resources of UBS. With over 40 years of experience, we are a diverse, multi-generational team focused on delivering customized solutions for ultra-high-net-worth clients. Our goal is to serve as our clients’ outsourced family office, advising them on any issue that impacts their financial lives. We provide clients with a customized multi-generational plan that integrates tax planning, estate planning, investment management & charitable planning.

Please reach out to us. We would love to explore how we can be most helpful to you.

Start the conversation

Pursuing your goals together

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.

Shawn A Cantrell

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- HI
- ID
- MA
- MI
- MO
- NM
- OK
- PR
- TN
- TX
- WY
Shawn Cantrell joined UBS in 2009. Over the course of his 18 year career, he has employed an approach that blends advanced planning techniques and investment expertise to deliver a customized strategy created for every client's needs and tastes. Recognized by Texas Monthly as a Five Star Wealth Manager, Shawn’s experience includes trust and estate planning strategies, philanthropic strategies and helping solve the complexities related to the sale of private businesses.

Shawn and his wife, Jamie, live in Plano, TX and have three children – Ashlyn, Caden, and Kellan. Shawn is on the board of National Food and Beverage and is involved with the HHT Foundation.
- Private Wealth Advisor
100 Crescent Court
Dallas, TX 75201
Michael T Reinbold

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- FL
- HI
- ID
- IL
- MA
- MI
- MO
- NM
- OK
- TN
- TX
- WY
Michael strives to become his clients’ first call for advice. That means putting their needs first, encouraging thoughtful dialogue and focusing on collaboration to achieve the best possible outcomes. He is masterful at integrating every aspect of a client’s financial life including asset management, trust and estate planning strategies, family office formation and governance, philanthropy—and, above all, a client’s vision and purpose—to deliver a plan that is truly personal.

His background working with Ultra-High Net Worth Individuals, Domestic and Multi-Jurisdictional Family Offices gives him a unique perspective and the ability to marshal the extensive global resources available via UBS for the benefit of his clients generational needs.

He is a graduate of Southern Methodist University where he received a B.S. in Economics with Financial Applications and a B.A. in Psychology. He also studied global markets at the prestigious Oxford University in the UK.

Michael and his wife Margaret reside in Dallas, TX with their 3 children – Matthew, Henry, and Jane. He enjoys traveling, spending time with family and friends, and giving back to his community.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Private Wealth Advisor
100 Crescent Court
Dallas, TX 75201
Melissa (Kessler) Neidinger, CFP

Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- MA
- MI
- MO
- NM
- NV
- NY
- OH
- OK
- TX
Melissa has been supporting clients at UBS with their wealth management needs for 8 years. As a Certified Financial Planner for The Cantrell Reinbold Group, she assists families in all phases of life to better prepare for the future by engaging them in her personalized and disciplined financial planning process. Melissa helps clients to get financially organized and to identify what they'd like their wealth to achieve, then provides them with a roadmap and long-term financial plan to help them get there. As life evolves and needs change, Melissa collaborates with our clients to adjust their strategies so that they can enter their next phase with confidence, no matter the environment.

Melissa is from Tucson, AZ and graduated from the University of Arizona with a B.S. in finance, is a CFP® and holds the Series 7 and 66 licenses. Melissa and her husband, Jim, live in Dallas. She enjoys traveling, working out, cooking, and spending time with friends and family.
Edit Biography
100 Crescent Court
Dallas, TX 75201

Titus Song

Executive Director

Alternative Investments Consultant

View bio

Titus Song is an Executive Director of Alternative Investments covering various markets in the Central and West Divisions for UBS Financial Services. His role is to oversee distribution of alternative investments (hedge funds, private equity and private real estate) by helping financial advisors and clients understand how these offerings function and their effect on investment portfolios.

Professional History
Titus joined UBS in 2007 working with the Structured Solutions group. In late 2008, Titus moved to the Alternative Investments group where he has covered a wide swath of the country helping clients and financial advisors understand alternative investments and how they can enhance portfolio efficiency and help clients reach their financial goals.

In his 32-year career in financial services, Titus has worked at various large financial services firms and banks where he held roles in small and large cap equity trading, as well as in product management. Titus also served as the head of investments and product management at a large regional registered investment advisor prior to joining UBS.

Education
Titus earned a B.A. in Political Science with a concentration in Political Economy at Carleton College in Northfield MN. He also received an M.B.A. from the Carlson School of Business at the University of Minnesota.

Licenses and Certifications
Titus holds Series 7, 31 and 66 licenses.
Loren Andreo

Executive Director

Global Family Office Relationship Manager

View bio

Andy is a GFO Advisor for the UBS Global Family Office (GFO) Group in the Americas. He focuses on creating customized coverage models and providing tailored solutions from across the firm to sophisticated Family Office clients.

Andy recently joined the GFO team after 13 years at Goldman Sachs where he was most recently a senior member of the MAPS (multi asset sales) team in the Securities Division. Andy led the team's Family Office effort and also covered a number of other institutional investors across the capital structure. In addition, Andy also lead the team's effort to more holistically connect families and other institutional investors across the firm for late stage privates, private fund placements, and financing activities. Prior to joining the MAPS team, Andy was a Vice President on the Global Sales desk where he covered Hedge Funds, Mutual Funds, and Pension Funds across global equity markets.

Andy began his career at GS as an international equities sales person on the bank's Global Institutional desk.

Andy attended Union College where he earned a BA in Economics and an MBA. Andy lives in New Jersey with his wife and two children.
Debra Phares, CAP®

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

Professional History
As part of the UBS Family Advisory and Philanthropy Services team, Debra serves as a thought partner to advisors and their client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS Financial Services, Debra was with Bank of America Private Bank where she spent eight years as a Senior Vice President and Philanthropic Director managing philanthropy services for the South Central region of the U.S. Debra worked with high net worth and ultra-high net worth individuals and families, private foundations, and nonprofit organizations delivering best practices in charitable giving and philanthropy. Including directing grantmaking for private foundations and charitable trusts for which the Bank serves as Trustee or co-Trustee. Before Bank of America, Debra held various leadership roles in nonprofit management, beginning her career working in the museum industry; joining the Dallas Museum of Art in 1994. Following her career in the arts, Debra worked for the Communities Foundation of Texas and Parish Episcopal School.

Community Involvement
Debra currently serves as a Vice President of the Board of the Aaron Family Jewish Community Center. She is also a member of the Development Committee of The Senior Source of Dallas, whose mission is to enhance the quality of life and empower all older adults in Dallas to thrive.

Education
Debra is a graduate of The University of Texas at Austin with a Bachelors of Arts in Art History, and she holds the Chartered Advisor in Philanthropy^® designation from the American College of Financial Services. Debra lives in Dallas, Texas with her two teenage sons and her mini dachshund.
Jennifer Lan

Executive Director

Senior Wealth Strategist

View bio

Jennifer works with ultra-high net worth clients of UBS and their advisors on issues involving estate and tax planning, business succession, wealth transfer and philanthropic objectives. Jennifer focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. She also reviews clients’ estate planning documents to help ensure that the plan accurately reflects the family’s philosophy, needs and objectives.

Prior to joining UBS, Jennifer practiced law at Kroney Morse Lan, PLLC, Lan Smith Sosolik, PLLC, and Haynes and Boone, LLP. Her practice ranged from estate and trust planning, charitable planning, probate, asset protection, general business transactions, and tax controversy matters.

Jennifer received a B.S. from Duke University and her J.D. from Southern Methodist University Dedman School of Law, where she was the Managing Editor of the Law and Business Review of the Americas for the SMU International Law Review Association.

Jennifer is admitted to practice law in the State of Texas and before the U.S. Tax Court.
Leora Zach

Executive Director

Client Solutions Specialist, Family Office Solutions

View bio

Professional History
Leora is an Executive Director and Client Solutions Specialist in the Family Office Solutions team within Private Wealth Management. The Family Office Solutions (FOS) team holistically services $100m+ clients and family offices in partnership with Private Wealth Advisors. In her role, Leora is dedicated to providing clients with superior client service by leading complex, multi-product transactions and helping design custom offerings based on client needs.

Prior to FOS, Leora was an Executive Director in the Direct Investments Group. She raised private capital for direct private equity and real estate investments across a range of industries, stages, structures and geographies. She covered 1,500+ family office and institutional wealth management relationships nationally. Before that, Leora was a part of the OneBank team and assisted UBS clients on a range of investment banking transactions including mergers and acquisitions, equity capital raising and debt capital raising. She also ran UBS' Middle Market Investment Banking Network, a partnership with 30 firms across the country to assist business owner clients in need of pre-sale planning and investment banking services.

Leora joined UBS in 2009 as an Investment Banker in the Power & Utilities Group, advising companies on strategic M&A and capital raising transactions, both domestically and cross-border.

Education
Leora is a CFA Charterholder and is on the Young Leaders committee at the CFA Society of NY. She is also a Certified Exit Planning Advisor (CEPA). Leora holds a Bachelor of Science degree in Finance from the University of Connecticut Honors School. She holds her Series 7 and Series 63 licenses.

Leora is married, with four sons, and resides in Holmdel, New Jersey.
Matthew Newton

Director

Art Advisory Specialist, Family Office Solutions

View bio

Matthew is a Director and Art Advisory Specialist in the Family Office Solutions team within Private Wealth Management. The Family Office Solutions (FOS) team holistically services $100mm+ clients and family offices in partnership with Private Wealth Advisors. In this role, Matthew works with clients and their advisors on a consultative basis and as a thought partner to assess their needs and offer solutions through a suite of services focused on art collecting, collection management, art legacy, art historical education, due diligence processes, and risk management related to collecting. FOS Art Advisory seeks to assist ultra-high net worth clients with bespoke and custom advice to build and maintain exceptional art collections in context of their overall wealth management. Additionally, Matthew supports Private Wealth Advisors with customized art and collecting educational initiatives aimed at helping advisors connect meaningfully with clients in their passion asset.

Before joining UBS, Matthew developed a decade-long career in the commercial fine art gallery space, culminating as Associate Director at Michael Rosenfeld Gallery LLC, New York where, along with the gallery owners, he helped position the gallery as a distinguished top leader among fine art institutions. In that role, he provided thought leadership, trusted perspective, and personalized practical guidance supporting prominent collections. He also contributed directly to the curatorial vision of gallery exhibitions, directed the global art fair program, managed strategic initiatives and special projects including large-scale public commissions, artist estate management, and ambitious museum lending efforts. His integrated art world experiences provide an array of resources and perspectives in service of comprehensive collecting guidance

Shawn A Cantrell

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- HI
- ID
- MA
- MI
- MO
- NM
- OK
- PR
- TN
- TX
- WY
Shawn Cantrell joined UBS in 2009. Over the course of his 18 year career, he has employed an approach that blends advanced planning techniques and investment expertise to deliver a customized strategy created for every client's needs and tastes. Recognized by Texas Monthly as a Five Star Wealth Manager, Shawn’s experience includes trust and estate planning strategies, philanthropic strategies and helping solve the complexities related to the sale of private businesses.

Shawn and his wife, Jamie, live in Plano, TX and have three children – Ashlyn, Caden, and Kellan. Shawn is on the board of National Food and Beverage and is involved with the HHT Foundation.
- Private Wealth Advisor
100 Crescent Court
Dallas, TX 75201
Michael T Reinbold

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- FL
- HI
- ID
- IL
- MA
- MI
- MO
- NM
- OK
- TN
- TX
- WY
Michael strives to become his clients’ first call for advice. That means putting their needs first, encouraging thoughtful dialogue and focusing on collaboration to achieve the best possible outcomes. He is masterful at integrating every aspect of a client’s financial life including asset management, trust and estate planning strategies, family office formation and governance, philanthropy—and, above all, a client’s vision and purpose—to deliver a plan that is truly personal.

His background working with Ultra-High Net Worth Individuals, Domestic and Multi-Jurisdictional Family Offices gives him a unique perspective and the ability to marshal the extensive global resources available via UBS for the benefit of his clients generational needs.

He is a graduate of Southern Methodist University where he received a B.S. in Economics with Financial Applications and a B.A. in Psychology. He also studied global markets at the prestigious Oxford University in the UK.

Michael and his wife Margaret reside in Dallas, TX with their 3 children – Matthew, Henry, and Jane. He enjoys traveling, spending time with family and friends, and giving back to his community.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Private Wealth Advisor
100 Crescent Court
Dallas, TX 75201
Melissa (Kessler) Neidinger, CFP

Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- FL
- MA
- MI
- MO
- NM
- NV
- NY
- OH
- OK
- TX
Melissa has been supporting clients at UBS with their wealth management needs for 8 years. As a Certified Financial Planner for The Cantrell Reinbold Group, she assists families in all phases of life to better prepare for the future by engaging them in her personalized and disciplined financial planning process. Melissa helps clients to get financially organized and to identify what they'd like their wealth to achieve, then provides them with a roadmap and long-term financial plan to help them get there. As life evolves and needs change, Melissa collaborates with our clients to adjust their strategies so that they can enter their next phase with confidence, no matter the environment.

Melissa is from Tucson, AZ and graduated from the University of Arizona with a B.S. in finance, is a CFP® and holds the Series 7 and 66 licenses. Melissa and her husband, Jim, live in Dallas. She enjoys traveling, working out, cooking, and spending time with friends and family.
Edit Biography
100 Crescent Court
Dallas, TX 75201

Titus Song

Executive Director

Alternative Investments Consultant

View bio

Titus Song is an Executive Director of Alternative Investments covering various markets in the Central and West Divisions for UBS Financial Services. His role is to oversee distribution of alternative investments (hedge funds, private equity and private real estate) by helping financial advisors and clients understand how these offerings function and their effect on investment portfolios.

Professional History
Titus joined UBS in 2007 working with the Structured Solutions group. In late 2008, Titus moved to the Alternative Investments group where he has covered a wide swath of the country helping clients and financial advisors understand alternative investments and how they can enhance portfolio efficiency and help clients reach their financial goals.

In his 32-year career in financial services, Titus has worked at various large financial services firms and banks where he held roles in small and large cap equity trading, as well as in product management. Titus also served as the head of investments and product management at a large regional registered investment advisor prior to joining UBS.

Education
Titus earned a B.A. in Political Science with a concentration in Political Economy at Carleton College in Northfield MN. He also received an M.B.A. from the Carlson School of Business at the University of Minnesota.

Licenses and Certifications
Titus holds Series 7, 31 and 66 licenses.
Loren Andreo

Executive Director

Global Family Office Relationship Manager

View bio

Andy is a GFO Advisor for the UBS Global Family Office (GFO) Group in the Americas. He focuses on creating customized coverage models and providing tailored solutions from across the firm to sophisticated Family Office clients.

Andy recently joined the GFO team after 13 years at Goldman Sachs where he was most recently a senior member of the MAPS (multi asset sales) team in the Securities Division. Andy led the team's Family Office effort and also covered a number of other institutional investors across the capital structure. In addition, Andy also lead the team's effort to more holistically connect families and other institutional investors across the firm for late stage privates, private fund placements, and financing activities. Prior to joining the MAPS team, Andy was a Vice President on the Global Sales desk where he covered Hedge Funds, Mutual Funds, and Pension Funds across global equity markets.

Andy began his career at GS as an international equities sales person on the bank's Global Institutional desk.

Andy attended Union College where he earned a BA in Economics and an MBA. Andy lives in New Jersey with his wife and two children.
Debra Phares, CAP®

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

Professional History
As part of the UBS Family Advisory and Philanthropy Services team, Debra serves as a thought partner to advisors and their client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS Financial Services, Debra was with Bank of America Private Bank where she spent eight years as a Senior Vice President and Philanthropic Director managing philanthropy services for the South Central region of the U.S. Debra worked with high net worth and ultra-high net worth individuals and families, private foundations, and nonprofit organizations delivering best practices in charitable giving and philanthropy. Including directing grantmaking for private foundations and charitable trusts for which the Bank serves as Trustee or co-Trustee. Before Bank of America, Debra held various leadership roles in nonprofit management, beginning her career working in the museum industry; joining the Dallas Museum of Art in 1994. Following her career in the arts, Debra worked for the Communities Foundation of Texas and Parish Episcopal School.

Community Involvement
Debra currently serves as a Vice President of the Board of the Aaron Family Jewish Community Center. She is also a member of the Development Committee of The Senior Source of Dallas, whose mission is to enhance the quality of life and empower all older adults in Dallas to thrive.

Education
Debra is a graduate of The University of Texas at Austin with a Bachelors of Arts in Art History, and she holds the Chartered Advisor in Philanthropy^® designation from the American College of Financial Services. Debra lives in Dallas, Texas with her two teenage sons and her mini dachshund.
Jennifer Lan

Executive Director

Senior Wealth Strategist

View bio

Jennifer works with ultra-high net worth clients of UBS and their advisors on issues involving estate and tax planning, business succession, wealth transfer and philanthropic objectives. Jennifer focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. She also reviews clients’ estate planning documents to help ensure that the plan accurately reflects the family’s philosophy, needs and objectives.

Prior to joining UBS, Jennifer practiced law at Kroney Morse Lan, PLLC, Lan Smith Sosolik, PLLC, and Haynes and Boone, LLP. Her practice ranged from estate and trust planning, charitable planning, probate, asset protection, general business transactions, and tax controversy matters.

Jennifer received a B.S. from Duke University and her J.D. from Southern Methodist University Dedman School of Law, where she was the Managing Editor of the Law and Business Review of the Americas for the SMU International Law Review Association.

Jennifer is admitted to practice law in the State of Texas and before the U.S. Tax Court.
Leora Zach

Executive Director

Client Solutions Specialist, Family Office Solutions

View bio

Professional History
Leora is an Executive Director and Client Solutions Specialist in the Family Office Solutions team within Private Wealth Management. The Family Office Solutions (FOS) team holistically services $100m+ clients and family offices in partnership with Private Wealth Advisors. In her role, Leora is dedicated to providing clients with superior client service by leading complex, multi-product transactions and helping design custom offerings based on client needs.

Prior to FOS, Leora was an Executive Director in the Direct Investments Group. She raised private capital for direct private equity and real estate investments across a range of industries, stages, structures and geographies. She covered 1,500+ family office and institutional wealth management relationships nationally. Before that, Leora was a part of the OneBank team and assisted UBS clients on a range of investment banking transactions including mergers and acquisitions, equity capital raising and debt capital raising. She also ran UBS' Middle Market Investment Banking Network, a partnership with 30 firms across the country to assist business owner clients in need of pre-sale planning and investment banking services.

Leora joined UBS in 2009 as an Investment Banker in the Power & Utilities Group, advising companies on strategic M&A and capital raising transactions, both domestically and cross-border.

Education
Leora is a CFA Charterholder and is on the Young Leaders committee at the CFA Society of NY. She is also a Certified Exit Planning Advisor (CEPA). Leora holds a Bachelor of Science degree in Finance from the University of Connecticut Honors School. She holds her Series 7 and Series 63 licenses.

Leora is married, with four sons, and resides in Holmdel, New Jersey.
Matthew Newton

Director

Art Advisory Specialist, Family Office Solutions

View bio

Matthew is a Director and Art Advisory Specialist in the Family Office Solutions team within Private Wealth Management. The Family Office Solutions (FOS) team holistically services $100mm+ clients and family offices in partnership with Private Wealth Advisors. In this role, Matthew works with clients and their advisors on a consultative basis and as a thought partner to assess their needs and offer solutions through a suite of services focused on art collecting, collection management, art legacy, art historical education, due diligence processes, and risk management related to collecting. FOS Art Advisory seeks to assist ultra-high net worth clients with bespoke and custom advice to build and maintain exceptional art collections in context of their overall wealth management. Additionally, Matthew supports Private Wealth Advisors with customized art and collecting educational initiatives aimed at helping advisors connect meaningfully with clients in their passion asset.

Before joining UBS, Matthew developed a decade-long career in the commercial fine art gallery space, culminating as Associate Director at Michael Rosenfeld Gallery LLC, New York where, along with the gallery owners, he helped position the gallery as a distinguished top leader among fine art institutions. In that role, he provided thought leadership, trusted perspective, and personalized practical guidance supporting prominent collections. He also contributed directly to the curatorial vision of gallery exhibitions, directed the global art fair program, managed strategic initiatives and special projects including large-scale public commissions, artist estate management, and ambitious museum lending efforts. His integrated art world experiences provide an array of resources and perspectives in service of comprehensive collecting guidance

One relationship. All of Private Wealth Management.

Who we work with

With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.
Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.

Launch. Evolve. Exit your business.

Tailored family office services

Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate your particular financial, business and family interests as you seek to align your investment management and planning.

To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate deep resources and expertise from across the firm, including the Investment Bank and Asset Management divisions.

With a view to an enduring relationship with families and their advisors, we focus our experience and advice in helping you solve any challenge and pursue the opportunities that best serve you, your business and family, now and in the future.

Advanced Planning Group

The Advanced Planning Group consists of former practicing estate planning and tax attorneys with extensive private practice experience and diverse areas of specialization, including estate planning strategies,

income and transfer tax planning, family office structuring, business succession planning, charitable planning and family governance.

The Advanced Planning Group provides comprehensive planning and sophisticated advice and education to ultra high net worth (UHNW) clients of the firm. The Advanced Planning Group also serves as a think tank for the firm, providing thought leadership and creating a robust intellectual capital library on estate planning, tax and related topics of interest to UHNW families.

Shaping multigenerational family wealth

Our clients are deeply concerned about the role that wealth will play in their families. They are looking to the next generation for responsible financial stewardship. We can facilitate conversations with your loved ones and help you develop a unified vision for all that you want to accomplish now and for the long-term.

Together with our partners from Family and Philanthropy Advisory Services and Family Office Solutions, dedicated specialists, holistic wealth planners and philanthropy experts, we help you design a strategic and sustainable plan that focuses specifically on wealth transition, family meeting engagement, governance and wealth education.

Crafting an enduring legacy

Because thoughtful legacy planning takes time, we focus on working with you to articulate your family’s vision, purpose and values.

This starts with asking all the right questions and, from there, working together to structure a sustainable legacy for all generations of your family, one that acknowledges the responsibilities that come with being good stewards of wealth.

All with the goal of helping you transition your assets to the future generations with intention and a sense of purpose.

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

Family office services

Euromoney Private Banking and Wealth Management Survey, 2022

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At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.

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Your future. Your legacy.

Pursuing your goals together

Shawn A Cantrell

Michael T Reinbold

Melissa (Kessler) Neidinger, CFP

Titus Song

Loren Andreo

Debra Phares, CAP®

Jennifer Lan

Leora Zach

Matthew Newton

Shawn A Cantrell

Michael T Reinbold

Melissa (Kessler) Neidinger, CFP

Titus Song

Loren Andreo

Debra Phares, CAP®

Jennifer Lan

Leora Zach

Matthew Newton

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One relationship. All of Private Wealth Management.

Who we work with

Launch. Evolve. Exit your business.

Tailored family office services

Advanced Planning Group

Shaping multigenerational family wealth

Crafting an enduring legacy

Backed by the strength of UBS

A global leader in wealth management

What are business owners thinking and doing now?

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