Families & Founders Private Wealth Partners
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Boutique Solutions for Families & Founders

Private Wealth Management

Families & Founders Private Wealth Partners

Private Wealth Management

Our Process & Approach

Your wealth, your business, and your family legacy are deeply interconnected, and they evolve over time.

Where are you today and where do you want to be tomorrow?

We believe lasting relationships begin with listening. By understanding your priorities—from growing and transitioning a business to estate planning, education funding, and preserving generational wealth—we work with you to see the full picture. Together, we help you navigate complexity, align your vision, and pursue your goals with clarity and confidence.

Start the conversation

Families & Founders by the numbers

$1B+

Assets under management

As of 06/01/2026

$15M-$1B

Business exits, ranging from
$15m - $1bn

$20M

Median entrepreneur client size


Recognized as industry leaders

Families & Founders Private Wealth Partners named

Families & Founders Private Wealth Partners named

Forbes Best-in-State Wealth Management Teams, 2023-2026

The 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.

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. 

Jerrey A. Thurston named a

Jerrey A. Thurston named a

Barron’s Top 1,500 Financial Advisor for 2026

The Barron’s rating is awarded annually in March based on information from the prior year Q3. 

The advisor paid a fee to display the rating logo in connection with the award

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. 

Jerrey A. Thurston, named a

Jerrey A. Thurston, named a

Forbes Best-in-State Wealth Advisor in Florida for 2024, 2025 and 2026

The 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.

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. 

Corey J. D'Angelo named as

Corey J. D'Angelo named as

Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025

The 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.

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. 

Ultra-High Net Worth Families

For families of significant wealth, the conversation extends far beyond finances. It’s about values, legacy, and preparing future generations for responsibility and opportunity.

We work closely with ultra high net worth families to address the full scope of their needs—from estate and tax planning to education funding, philanthropy, and family governance.

By taking a holistic and collaborative approach, we help create continuity, clarity, and confidence across generations.

Couple in an art gallery

Comprehensive planning for significant wealth

Adult children with parents

Dividing wealth across generations

senior couple, home in background

Estate planning strategies

Man working on laptop during virtual call

Planning for a changing tax landscape

Young adult in library

Planning for education financing

Grandparents with grandchild

What will your legacy be?

Founders & Business Owner Solutions

We understand that when it comes to the business you have personally built, you're going to be invested at every level. From launching to growing to ultimately exiting your company our team can help you make smarter decisions each step of the way

cleaners

Business transition & succession planning

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.

Business transition & succession planning

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.

You’re selling within the year

You’re selling within the year

  • Finalize your trust and estate strategies 
  • Work with us to interview and select the investment banker that works best for you
  • Finalize your exit plan and focus on getting the best deal for the sale
  • Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
  • As needed, prepare employees and managers for the transition
  • Think about what’s next for you and your future, after the sale
Learn more

Connect with us

You’re 3 years away from exiting

You’re 3 years away from exiting

  • Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
  • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
  • Explore gift and estate strategies to help maximize net proceeds from a sale

Learn more

Connect with us

You’re considering an exit in 5 years

You’re considering an exit in 5 years

  • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Fine-tune your business model to be most appealing to a buyer
  • Make sure business documentation and financial statements are in order
  • Put together a team to prepare the business and optimize value
  • Strengthen your management team
Learn more

Connect with us

  • Finalize your trust and estate strategies 
  • Work with us to interview and select the investment banker that works best for you
  • Finalize your exit plan and focus on getting the best deal for the sale
  • Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
  • As needed, prepare employees and managers for the transition
  • Think about what’s next for you and your future, after the sale
Learn more

Connect with us

  • Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
  • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
  • Explore gift and estate strategies to help maximize net proceeds from a sale

Learn more

Connect with us

  • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Fine-tune your business model to be most appealing to a buyer
  • Make sure business documentation and financial statements are in order
  • Put together a team to prepare the business and optimize value
  • Strengthen your management team
Learn more

Connect with us

Check out this article on "How To Do Effective Succession Planning" where Jerrey Thurston is interviewed and discussed how succession planning is having a prudent, thoughtful vision and process for how you want to see the future unfold.

How To Do Effective Succession Planning

Business owner resources

Planning for the sale of a closely held business

Planning for the sale of a closely held business

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.

Learn more

Global Entrepreneur Report 2026

Global Entrepreneur Report 2026

UBS and entrepreneurs

Entrepreneurs encounter shifting opportunities and challenges throughout their business lifecycles.

At UBS, we work alongside entrepreneurs wherever they stand: from company formation and growth to exit, succession and
managing wealth. Our exclusive networks connect entrepreneurs with peers worldwide, enabling them to exchange ideas and unlock new opportunities.

Read full report

Personal planning for start-up founders

Personal planning for start-up founders

As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.

Read report

For business owners and professionals

For business owners and professionals

Guide to retirement plans

Quality of life in retirement can be largely determined by how well individuals plan and save during their working years. There are a number of ways for business owners and professionals as well as their employees to save for the future—with many retirement plan alternatives from which to choose.

Learn more

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

Global leader

UBS is a leading and truly global wealth manager

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

Additional resources and insights

UBS Top 5

UBS Top 5

What you need to know now

Our bi-weekly newsletter gives you insights into what’s top of mind for investors:

  • A new era of wealth has begun
  • Top of the Morning: Resilient or Roaring 20s?
  • Energy security amid geopolitical tensions
  • Preparing portfolios for bumps ahead
  • Trending: The power of direct indexing

Get in touch to subscribe

Share it well

Discussing and dividing wealth across generations
 
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.

Contact us to learn more about passing on values

Family ties

Family ties

How athletes and entertainers navigate the financial expectations of family and friends

Read the insights

Sudden wealth

Sudden wealth

How athletes and entertainers overcome financial survivor’s guilt

Read report

The next stage

The next stage

A framework to help athletes and entertainers prepare for a meaningful second career

Read report

Connect with us

201 North New York Ave
Winter Park, FL 32789

Insights

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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