Empowering entrepreneurs and each generation of their families

Case studies lead image

Client Stories

We understand that entrepreneurs are different than most other people. They offer a fresh approach or a new solution that the rest of us never knew we needed. We get it because we started out as entrepreneurs ourselves.

Our team offers a comprehensive approach to wealth management, whether you‘re looking to manage existing liquid assets you have already accumulated, are still building capital and growing your business, are selling your current business, or transferring wealth. By working exclusively with entrepreneurs, CEOs and their families, we have honed the process for helping you make thoughtful, informed decisions about reaching your personal and business goals.


The case studies are shown for informational purposes only and may not be representative of the experience of all clients. It is not intended to represent the performance of any specific investment or financial advisory program. Each client’s circumstances may be different. There is no guarantee of the future success of any of the strategies discussed.

Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances.

We believe entrepreneurs value the guidance, perspective and experience that we are able to employ on their behalf. Our goal is to help them have confidence that we are managing their wealth with the same passion they applied to creating it.

- Tom Livaccari, Private Wealth Advisor, Family Office Consultant

Pre-sale planning to help maximize sale proceeds


Providing solutions for post-exit needs

Man and woman

Developing strategies for concentrated stock positions

Cone building

Facilitating a complex acquisition

Empowering women to take control of their finances

Preparing the next generation