Success is only the beginning. Let’s build Significance.

Entrepreneurial individuals and families come to us because they know we have both a sharp focus on the financial success of their business, and we take them far beyond that success.

We are passionate about helping them turn their success into a life of significance.

Our clients value making a difference in the world around them, and we help them see the impact they are truly capable of making- in the legacy of their business, in the lives of their families, and in the greater world at large.

But if you are like many of our clients when they first come to us - whether you’re a family-owned business, an individual entrepreneur, or an executive with equity in the company- your level of success in business has brought with it many complex decisions that need to be made for your wealth, your business, and your legacy.

For our business owners, you want to be confident that when the right opportunity arises, you’re fully prepared to sell and can achieve top value. But what decisions need to be made to increase your business valuation? How do you sell in the most tax-efficient manner? And who is the best buyer to carry forward the business?

If you’re a family-owned business, succession planning can at times seem overwhelming, with both the financial decisions that need to be made along with the delicate family dynamics involved. Every decision must be made with care to ensure the success of both the business and family legacy.

As an executive, while you may not own the company outright, you have a sense of ownership in that you’ve spent years building the business and even have acquired equity in the company. Having a lot of equity can require making the right decisions that can help you minimize unnecessary taxes and maximize what you’re capable of building for your retirement and your legacy.

And, if you are already wondering what business venture may be next after exiting, you may be asking yourself, “Should I buy another company as an investment? And am I financially capable of doing that? Or, would it be better for my retirement to put my focus elsewhere?”

These are just some of the business and life questions we take great care in helping you answer.

We understand the complexity of your situation, and we specialize in creating more possibilities and resources for shaping the success of your business exit or succession than you may have ever been aware of and helping you maintain that success going forward.

But we don’t stop there.

For many of our clients approaching retirement, they can begin to wonder, “Where will my purpose lie after I exit the work I’ve done for so long?”

This is the core of our mission. We are committed to helping you see what you are truly capable of when it comes to building a life of significance.

There is more possible for the impact you can make in the legacy of your business, in the causes you care about, and in the lives of those you love for generations to come; we are dedicated to helping you make that impact.

We believe more than anything that if you are devoted and intentional, you will realize what you are truly capable of- in your finances, in your business, and in the legacy you leave behind.

But it will not happen by accident.

Developed by Matt Geesman and inspired by his family’s legacy of coaching others into their best possibilities, our team will use our Significance Playbook™ to coach you step by step and provide you with impactful resources to help you prepare for your exit, sell or retire with success, and live an amazing life of significance.

We will be with you every step of the way, helping you carve an unprecedented path for generations to come.

  • Matthew Geesman Profile Photo

    C. Matthew Geesman, CFP®, CIMA®, CPWA®, CEPA, CRPC®

    Senior Vice President–Wealth Management

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    • CA
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     If you’re devoted and intentional, you will realize your full potential. That’s not theory—that’s my own story. I was raised by incredible, passionate parents who showed me the roadmap not to just success, but more importantly, to significance. My mother was a science teacher who inspired driven kids to chase their calling. My father was a legendary high school football coach who knew how to get the best out of his players, even more than they ever thought possible. Their example and wisdom inspired so many of my friends and others in our community to see what was truly possible. They provided the leadership, encouragement, and tools to help you reach your full potential. That ignited a fire in me to serve my clients with that same chase for significance beyond financial success. For me, being a financial advisor isn’t a career - it’s my DNA. I’m called to serve those who need more out of life than a large account size. That’s who I choose to help realize what’s truly possible in life. It’s what we at The Geesman Group work to live out every day because life is too short to stop at financial success. If you’re capable of so much more, isn’t it worth it to see what’s truly possible?
    Matt lives in Chicago with his wife, Tonya, two children, and two beloved French bulldogs. He enjoys skiing, fishing, music, sports, contemporary art, and the culinary arts. His civic involvements include mentorship of underrepresented founders through the UBS VC Pathways program, facilitates art acquisition as a member of the Collection Committee and chairing Emerge at The Museum of Contemporary Art Chicago, aligns tuition support for children as Director of Corporate and Philanthropic Giving at Friends of Bennett Day School and engages Chicago’s business leaders as a member of The Chicago Club. He supports business owners through the Exit Planning Institute and Exit Planning Exchange. Matt also works closely with UBS leadership to drive local culture through his appointment in the FAAC.

      • Hillsdale College , B.A.
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Exit Planning Advisor
      • Certified Investment Management Analyst®
      • Certified Private Wealth Advisor®
      • Chartered Retirement Planning Counselor℠
      One North Wacker Drive
      Chicago, IL 60606
    • Vanessa Pfaff Profile Photo

      Vanessa Pfaff, CFP

      Senior Wealth Strategy Associate

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      Vanessa is devoted to working with families to build and maintain their wealth plan. The wealth plan serves as the cornerstone for identifying goals, appropriate risk tolerance and a tool for uncovering potential deficiencies. By creating a plan, clients are able to think deliberately, define their goals and work to align their assets accordingly. Vanessa works through the planning process, determines needs and prepares for a range of possible future scenarios to help uncover opportunities and risks that might otherwise be overlooked.

      Vanessa earned her B.S. from Ohio State University and MBA from the Kellogg School of Management at Northwestern University, and maintains a Certified Financial PlannerTM (CFP®) certificant. Originally from Ohio, Vanessa lives in Glen Ellyn with her husband and two children. Vanessa enjoys to cook, golf, and is involved in her community as a board member of Glen Ellyn Infant Welfare Society.

        • Ohio State University, B.S.
        • Kellogg School of Management at Northwestern University, M.B.A.
        • CERTIFIED FINANCIAL PLANNER™
        One North Wacker Drive
        Chicago, IL 60606
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        Clare Prendergast

        Client Associate

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        • AZ
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        • IA
        • IL
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        • ME
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        Clare joined UBS Financial Services, Inc. in 2017. She specializes in anticipating client needs, providing solutions, and delivering proactive concierge-level services tailored to our clients' individual wealth management situations. Clare graduated from the University of Illinois Urbana-Champaign with a BS in Agriculture and Consumer Economics, with a concentration In Financial Planning. She holds the FINRA Series 7 and 66 securities licenses. When not in the office, she enjoys running, dance, and spending time with family.

              One North Wacker Drive
              Chicago, IL 60606
            • Titus Song

              Executive Director

              Alternative Investments Consultant

              Titus is an Executive Director of Alternative Investments. His role is to consult on the use of hedge funds, private equity, private credit, and private real estate investments within client investment portfolios. Before joining the alternative investment group in 2008, Titus was a member of UBS’ structured solutions team. He has a 33 year history in financial services.
            • Sarah J. Salomon , CAP®

              Executive Director

              Head – Family Advisory and Philanthropy

              Sarah leads a team of Senior Strategists who work with families on understanding money, values and philanthropic intent. Family Advisory and Philanthropy Services serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.
            • Matthew Morris, CFA

              Director

              Senior Portfolio Strategist, UHNW

              Matthew Morris is the Midwest Division Head of the Portfolio Advisory Group (PAG), leading a regional team of experienced investment professionals dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS' Ultra High Net Worth clients. Matthew and his team specialize in developing multi-asset, customized investment strategies and portfolios for sophisticated individuals, families, and institutions.

            Connecting you to the deep resources of UBS

            By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

            Business transition and succession planning

            business

            Pre- and post-sale planning for business owners

            Philanthropy

            Selling your business: Proceed with passion

            UBS Business Transition Services can help unlock the possibilities

            Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

            Backed by the strength of UBS

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            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint

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            UBS is a world-leading wealth manager

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