A legacy for generations

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

Start the conversation

Clark Bacon

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- TN
- TX
- UT
- VA
- WA
- WI
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Director’s Council, 2026UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

clark.bacon@ubs.com

Clark Bacon

131 South Rodeo Drive,Beverly Hills,CA,90212
Eunha Megan Yi

Senior Wealth Strategy Associate

CFP®
View bio
- AK
- CA
- CO
- CT
- DE
- FL
- ID
- IL
- LA
- MA
- MN
- MO
- NC
- NJ
- NY
- OH
- PA
- TN
- TX
- VA
- WA
- CFP®
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

megan.yi@ubs.com

Eunha Megan Yi

131 South Rodeo Drive,Beverly Hills,CA,90212
Daniel Woo

Client Associate
View bio
Daniel provides ongoing account maintenance and key operational support for the team.

Daniel previously worked at Goldman Sachs in the Private Wealth Management division servicing C-suite executives and ultra-high-net-worth clients.

A native of Los Angeles, Daniel received his B.S. in Business Economics from the University of California, San Diego.
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

dan.woo@ubs.com

Daniel Woo

131 South Rodeo Drive,Beverly Hills,CA,90212

Clark Bacon

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- TN
- TX
- UT
- VA
- WA
- WI
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Director’s Council, 2026UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

clark.bacon@ubs.com

Clark Bacon

131 South Rodeo Drive,Beverly Hills,CA,90212
Eunha Megan Yi

Senior Wealth Strategy Associate

CFP®
View bio
- AK
- CA
- CO
- CT
- DE
- FL
- ID
- IL
- LA
- MA
- MN
- MO
- NC
- NJ
- NY
- OH
- PA
- TN
- TX
- VA
- WA
- CFP®
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

megan.yi@ubs.com

Eunha Megan Yi

131 South Rodeo Drive,Beverly Hills,CA,90212
Daniel Woo

Client Associate
View bio
Daniel provides ongoing account maintenance and key operational support for the team.

Daniel previously worked at Goldman Sachs in the Private Wealth Management division servicing C-suite executives and ultra-high-net-worth clients.

A native of Los Angeles, Daniel received his B.S. in Business Economics from the University of California, San Diego.
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

dan.woo@ubs.com

Daniel Woo

131 South Rodeo Drive,Beverly Hills,CA,90212

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Host Anthony Pastore was joined by Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, Kurt Reiman, Head of Fixed Income, CIO Americas, and Nathaniel Gabriel, CIO Equity Strategist, to look at how transformational innovation shaped the nation throughout history, drawing parallels to themes driving today’s investment landscape. They shared their perspectives on the current market outlook.

July 02, 2026

A leading global wealth manager

A new era of wealth is underway

And this is your time to define success on your terms.

Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

A legacy for generations

Clark Bacon

Eunha Megan Yi

Daniel Woo