Our straightforward advice. Your ever-changing life.

Private Wealth Management

Are you prepared for the next chapter?

Life is always evolving for successful individuals and families, and as your life and wealth goals become more complicated, your decisions become that much more challenging. That’s when you need a trusted team with the tailored advice and guidance to help you make confident decisions.

Because we’ve helped so many corporate executives, entrepreneurs and affluent families navigate through life-changing events, we understand that there is so much more to focus on than finances. Many experience powerful emotional and lifestyle changes that they simply never anticipated. From our more than 20 years of guiding clients through transitions, we understand the challenges that can occur when all aspects of your life are not in alignment.

With an extensive advanced planning and wealth management background, our highly integrated team is committed to delivering the straightforward advice and deep problem-solving experience you need when it matters most—before, during and after a complex life-changing event.

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Your financial goals

How we examine wealth, risk and your financial goals

We believe clients choose us because we don’t just focus on increasing returns at all costs; our priority is to create a more accurate framework for pursuing your unique goals.

As part of our comprehensive planning process, we look at your big picture and the meaningful objectives you hope to achieve. How do you think about your wealth? How much risk can you tolerate? How do you define the different parts of your wealth within a risk framework?

After we have a deeper understanding of your comfort for risk, we design a truly tailored wealth management plan structured around mitigating risk and that addresses the three critical needs of affluent investors: the need to preserve, maintain and enhance the lifestyle you’ve created. Based on a risk framework that aligns with your goals, we determine an asset allocation strategy for these needs, each with a separate performance benchmark and risk guideline.

Complex business transitions

Helping you navigate through complex business transitions

Should you sell your business or pass it on? How will a business transition impact your family? Whether you’re going through a complex liquidity event or cashing out of a corporate options program, we can help you with targeted advice for your specific situation.

These decisions are rarely easy ones. That’s why we encourage you to bring us into these conversations as early as possible. We can help you address the full cycle of business transition needs, from early strategic thinking about a life-changing event to managing the complexities of your wealth after the close. Beyond pre- and post-sale planning, we also help you manage through the deeply personal issues associated with exiting the business you created.

Our services include:

• Business transition planning

• Merger and acquisition advisory services

• Risk management

• Estate planning strategies

• Tax mitigation strategies

Wealth across generations

A thoughtful approach to helping you manage your wealth across generations

As a multigenerational team ourselves, we recognize that managing wealth spanning several generations requires a careful approach. We help you engage in the tough conversations that truly matter: As you think about the uncertainty and stress of a major life change, will you be prepared? What kind of impact do you and your family want to make when planning a legacy?

We have extensive experience managing the dynamics and challenges of multigenerational wealth and will work with you and your family to address wealth transfer, preservation, estate planning, philanthropic pursuits and more. Simply put: Our clients feel confident that we will be here for them and for future generations of their family.

Access to a world of extensive resources provides deeper insights

As a team of Private Wealth Advisors, we have the knowledge and experience to help you manage your complex wealth challenges. We draw upon the deep global resources of UBS Private Wealth Management, including our experts in Wealth Management, Asset Management and our Private and Investment Banks.