35
Collective years of experience
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.
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.
Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.
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.
Senior Vice President–Wealth Management
Portfolio Manager
Financial Advisor
Portfolio Manager
Wealth Strategy Associate
Authorized Officer
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Vice President–Wealth Management
Portfolio Manager
Financial Advisor
Portfolio Manager
Wealth Strategy Associate
Authorized Officer
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
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.
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.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
35
Collective years of experience