“We fully understand both the complexity and opportunity that comes with selling a business and moving on to maintain your lifestyle with the help of secure cash flow management.”
— Rob Allred, Managing Director–Wealth Management
Helping you exit your business is only part of what our team does. We also work with you to develop a detailed, comprehensive plan, based on what you’d like to achieve, that will transition you from from a K-1 distribution or salary to living comfortably off the income created from the sale of your business. We collaborate closely with our clients and their trusted advisors in a family office setting, providing holistic wealth management solutions intended to give you time—at last—to enjoy life with your family.
A family mission statement
We help you and your family develop a mission statement that clarifies your core values and sets forth goals for you and multiple generations of your family, including your estate and legacy intentions.
Personalized portfolio management
Our process focuses on risk management designed to help preserve your wealth. We’ll work with you to design and execute customized investment strategies that can help mitigate risk and provide a family-specific rate of return that acts as a benchmark.
Trust and estate planning strategies
We have experienced attorneys to help preserve your assets, reduce your estate tax exposure, and transition your wealth to future generations.
Philanthropy
We can help you think through and implement a legacy that is meaningful to you and your family. You’ll have the opportunity to collaborate with the right charitable organizations so you can make a real and rewarding impact.
The strength of UBS
We provide access to the valuable resources and expertise of UBS, including the UBS Investment Bank, Advanced Planning and Portfolio Advisor Groups, Wealth Management Research and Global Family Office.
Learn more
Family Office 2023 Report
Family Office Solutions
Sample Financial Goal Analysis
Sample Strategic Wealth Assessment
Taking Care of Business-CEG
