$5+ trillion
In invested assets globally
As of 11/07/2023
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.
The Green Group works with a select group of clients and their families who aspire to achieve financial independence. Our team has developed and refined a process that enables us to identify the financial gaps that exist in the lives of our clients and any potential pitfalls that may stand in the way of reaching that independence.
Our team is different from other because our advice incorporates both BUSINESS and PERSONAL sides of a family’s life. This is often why founders, owner-operators, and leaders of growing businesses find immense value in our process and teams approach.
For more than 35 years, we have helped our clients grow their assets, optimize business value, mitigate the impact of taxes, manage liabilities and create estate planning strategies that preserve generational wealth.
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Client Associate
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Client Associate
Client 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
We offer a disciplined client service model which includes regularly scheduled calls and meetings at an agreed upon frequency and access to us when a need arises.
The resources that our clients get plugged into often come from our teams Professional Resource Network. We take great pride in building, growing, and maintaining this elite group of specialized professionals.
We help with the complex needs of successful professionals and business owners by providing specialized advice and guidance for those looking to grow, transition, or exit their business.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
