$2.8 trillion
In invested assets globally
As of 06/30/2022
Pursue what matters most
If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Duncan is a founder and senior partner of Capstone Advisors. He advises business owners, entrepreneurs, and families on all aspects of their business, financial, investment, and legacy planning. With nearly 25 years of experience, Duncan brings valuable insights and leadership to help focus business owners and their families on multi-generational planning and the responsibilities of wealth. He is a Certified Financial Planner™ (CFP®), a Chartered Retirement Planning Counselor™ (CRPC®), and a Certified Exit Planning Advisor (CEPA). Duncan is a graduate of the Carson College of Business at Washington State University with a B.A. in Finance. He lives in Newcastle with his wife and two sons and enjoys volunteering for youth sports programs, skiing, cooking, tennis, and golf.
Gary is a founder and senior partner of Capstone Advisors and specializes in comprehensive wealth planning for corporate executives, business owners, and wealthy families. Gary has 27 years of experience as a financial advisor with UBS Financial Services. By clearly understanding his client's personal and professional goals and objectives, he provides comprehensive advice around specific and detailed wealth management and cash flow needs. He is experienced in financial planning, cash flow analysis, insurance, and portfolio design and management. Gary has a B.S. in Engineering and an M.B.A. from the Foster Business School at the University of Washington. Gary and his wife Teri live in Kirkland and enjoy golf, running, and skiing in their free time.
Bijan is a President’s Council level Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor (CEPA®). As a partner of Capstone Advisors and Senior Vice President at UBS, Bijan focuses on delivering a complete wealth planning experience to business owners pre and post liquidity, helping clients navigate their exit strategy.
Brenda has 29 years of experience in Wealth Management. She holds a Bachelor of Science degree in Aerospace Science, with a Business Management focus. In her free time, Brenda is actively involved with various charities and has served on the Board of Directors for two non-profit organizations. She also enjoys traveling, gardening, basketball, skiing, and spending time with her friends and family. Currently, Brenda and her husband Tim live in Bellevue. They have two daughters, Jessica and Rachel.
Mike has 24 years of experience in Wealth Management, focusing on multi-generational planning in addition to the growing niche market of directed trust solutions. His love for this business stems from the satisfaction of working with each client through the various stages of their financial lives. He is a graduate of Whitman College, where he played Varsity Golf. To this day, he remains an avid golfer and frequently competes in amateur tournaments. Outside of the office and off the green, Mike enjoys spending time with his wife (Kristen) and two daughters (Emma and Katie).
Chris has 24 years of experience in Wealth Management. He is a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor™ (CRPC®). Chris is a graduate of Central Washington University with a B.A. in Economics and a B.A. in Finance. Outside of the office, he enjoys spending time with his wife, two sons, and daughter. He enjoys soccer, hiking, golf, and skiing.
Duncan is a founder and senior partner of Capstone Advisors. He advises business owners, entrepreneurs, and families on all aspects of their business, financial, investment, and legacy planning. With nearly 25 years of experience, Duncan brings valuable insights and leadership to help focus business owners and their families on multi-generational planning and the responsibilities of wealth. He is a Certified Financial Planner™ (CFP®), a Chartered Retirement Planning Counselor™ (CRPC®), and a Certified Exit Planning Advisor (CEPA). Duncan is a graduate of the Carson College of Business at Washington State University with a B.A. in Finance. He lives in Newcastle with his wife and two sons and enjoys volunteering for youth sports programs, skiing, cooking, tennis, and golf.
Gary is a founder and senior partner of Capstone Advisors and specializes in comprehensive wealth planning for corporate executives, business owners, and wealthy families. Gary has 27 years of experience as a financial advisor with UBS Financial Services. By clearly understanding his client's personal and professional goals and objectives, he provides comprehensive advice around specific and detailed wealth management and cash flow needs. He is experienced in financial planning, cash flow analysis, insurance, and portfolio design and management. Gary has a B.S. in Engineering and an M.B.A. from the Foster Business School at the University of Washington. Gary and his wife Teri live in Kirkland and enjoy golf, running, and skiing in their free time.
Bijan is a President’s Council level Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor (CEPA®). As a partner of Capstone Advisors and Senior Vice President at UBS, Bijan focuses on delivering a complete wealth planning experience to business owners pre and post liquidity, helping clients navigate their exit strategy.
Brenda has 29 years of experience in Wealth Management. She holds a Bachelor of Science degree in Aerospace Science, with a Business Management focus. In her free time, Brenda is actively involved with various charities and has served on the Board of Directors for two non-profit organizations. She also enjoys traveling, gardening, basketball, skiing, and spending time with her friends and family. Currently, Brenda and her husband Tim live in Bellevue. They have two daughters, Jessica and Rachel.
Mike has 24 years of experience in Wealth Management, focusing on multi-generational planning in addition to the growing niche market of directed trust solutions. His love for this business stems from the satisfaction of working with each client through the various stages of their financial lives. He is a graduate of Whitman College, where he played Varsity Golf. To this day, he remains an avid golfer and frequently competes in amateur tournaments. Outside of the office and off the green, Mike enjoys spending time with his wife (Kristen) and two daughters (Emma and Katie).
Chris has 24 years of experience in Wealth Management. He is a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor™ (CRPC®). Chris is a graduate of Central Washington University with a B.A. in Economics and a B.A. in Finance. Outside of the office, he enjoys spending time with his wife, two sons, and daughter. He enjoys soccer, hiking, golf, and skiing.
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
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.
Are you considering an exit from your business? From investment banking to business transition planning to post-liquidity wealth management, we have the experience to help you with your future plans for your business. We can connect you to the resources you need to solve any challenge that may arise.
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
Our solutions can be as unique as the families and business owners we work with. You articulate your goals and we’ll help you figure out the steps for achieving them.
UBS Business Transition Services can help unlock the possibilities
Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
Your message has been successfully submitted.
Your submission was unsuccessful.