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:
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.
Our team brings together the full breadth of UBS resources to bring creative opportunities and solutions to the families we work with. Our specialists span across family advisory services, financial planning, estate and legacy planning, and access to sophisticated investment and alternative strategies.
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Wealth Strategy Associate
Registered Client Associate
Senior Vice President–Investments
Financial Advisor
Executive Director
Senior Strategist - Family Advisory and Philanthropy Services
Executive Director
Art Advisory Specialist, Family Office Solutions
Executive Director
Regional Sales Director, GWM Client Coverage
Executive Director
Senior Wealth Strategist
Director
Portfolio Advisory Group Strategist
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Wealth Strategy Associate
Registered Client Associate
Senior Vice President–Investments
Financial Advisor
Executive Director
Senior Strategist - Family Advisory and Philanthropy Services
Executive Director
Art Advisory Specialist, Family Office Solutions
Executive Director
Regional Sales Director, GWM Client Coverage
Executive Director
Senior Wealth Strategist
Director
Portfolio Advisory Group Strategist
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Cantrell Reinbold Group helps clients to navigate the challenges and opportunities across their family enterprises, including their businesses, family offices, philanthropic structures, and passions & interests. Our expertise under one team allows for integration and layering of services across the UBS ecosystem, delivering a personalized, holistic client experience.
Explore some of our most valueable content, below:
In this 2026 guide you can explore an array of planning ideas, such as:
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
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.
Resources to help clients build enduring legacies and maximize their impact
The UBS Family Advisory and Philanthropy Services team guides clients in managing the interpersonal aspects of wealth. We bring vast experience in supporting wealth creators, inheritors, and multigenerational families on the topics of wealth transition, intentional communication, family dynamics and philanthropy.
Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.
Insights into effective governance practices
Families that rated their governance as effective shared a common theme: they invested in time, people and purpose. These families were deliberate in choosing individuals—both from within and outside the family—who could contribute to long-term decision-making.
Modern philanthropy made simple
A Donor-Advised Fund (“DAF”) can provide you with a cost-effective and flexible way to donate to your favorite charities and help you address your philanthropic goals, including creating a lasting legacy that can involve your family members.
The Global Wealth Report, now in its sixteenth edition, provides a clear and detailed picture of wealth generation and distribution in over 50 key markets across the globe, with additional deep dives into wealth topics for some of our key markets.
We hope this year’s report gives you valuable insights into the world of wealth and inspires you as you turn your financial vision into reality.
