We don't merely manage wealth. We cultivate it.

Private Wealth Management

The name Harvest is more than symbolic—it reflects what emerges when intention is paired with time. At Harvest Group, we believe wealth is more than accumulated assets. It is the fruit of diligence, stewardship, and purpose, cultivated over the seasons of life.

Just as a farmer sows with confidence in a future yield, enduring wealth requires vision, patience, and faithful care across generations. What is wisely planted and consistently nurtured has the potential to flourish far beyond the present moment.

We partner with families, business owners, and entrepreneurs to cultivate, preserve, and pass on wealth with intentionality—through purposeful estate and legacy planning, dynamic-tax-optimized investment management, and multi-generational transfer strategies. Every decision we make is weighed against its impact on the next generation, so that what is entrusted to one becomes a meaningful inheritance for those who follow.

Like the changing seasons, financial journeys demand different approaches at different times. We help clients navigate both abundance and uncertainty with clarity, resolve, and steady hands.

The greatest harvests are never accidents—they are the result of discipline and preparation meeting in the same field.

Harvest Group — We don't merely manage wealth. We cultivate it.

Start the conversation

Jesse Flatt, CFA, CPWA

Managing Director–Wealth Management

Private Wealth Advisor
View bio
- CT
- FL
- GA
- NC
- PA
- SC
- TX
Jesse Flatt joined UBS Private Wealth Management in 2026 as a founding member of Harvest Group. As a Managing Director and Private Wealth Advisor, he leads the design and implementation of sophisticated investment strategies for ultra-high-net-worth individuals and multi-generational families. Leveraging UBS's global platform and premier suite of capabilities, Jesse guides clients through complex financial decisions, aligning assets with long-term objectives, risk considerations, and evolving priorities. His disciplined approach integrates strategic planning, bespoke portfolio construction, and ongoing stewardship to preserve and grow wealth across generations.

A seasoned Wall Street professional with nearly two decades of experience, Jesse most recently served as a Senior Portfolio Manager at Bank of America Private Bank. There, he advised many of the firm's most intricate and high-profile relationships. Prior to joining the Private Bank, he was a Portfolio Manager at RBC Rochdale, a boutique investment firm serving affluent families, endowments, and foundations. In that role, he helped oversee more than $4.5 billion across a broad range of asset classes and international markets. His career also includes institutional and private wealth positions at Invesco, BlackRock, Merrill Lynch, and Morgan Stanley, where he honed his expertise in tax-efficient investing, traditional, factor-based, and alternative allocation methods, risk management, and comprehensive advisory services.

Fluent in both Portuguese and Spanish, Jesse earned a Bachelor of Science in Finance and Business Economics from California State University, East Bay, and an MBA from the Yale School of Management. He is a CFA® charterholder and holds the Certified Private Wealth Advisor® (CPWA®) designation. He is also an active member of both the CFA Institute and CFA Society Tampa Bay.

Outside the office, Jesse enjoys sports, exploring global cuisines, and traveling to unique destinations. Above all, he treasures his most important roles — husband and father — finding purpose and fulfillment in the time he shares with his wife and daughter.
- Yale School of Management, MBA
- California State University, East Bay, B.S. in Finance and Business Economics
- Private Wealth Advisor
- Chartered Financial Analyst
- Certified Private Wealth Advisor
- Senior Portfolio Manager
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602

jesse.flatt@ubs.com

Jesse Flatt, CFA, CPWA

101 E Kennedy Blvd,Tampa,FL,33602
Brandon Burns

Managing Director–Wealth Management

Senior Portfolio Manager
View bio
Brandon Burns is a founding member and Managing Director of Harvest Group at UBS. As a Private Wealth Management Advisor, Mr. Burns serves as a trusted partner to ultra/high-net-worth families, entrepreneurs, & business owners. He works as a long-term adviser to the families he consults, aligning investment strategy with the broader picture of tax planning, philanthropy, retirement, and multi-generational wealth transfers, and guiding clientele through concentrated positions, liquidity events, and the transition from enterprise value to personal wealth. Drawing on the global reach of UBS, its worldwide investment research, and access to international markets & private capital, Brandon delivers advice built around each family's unique & personalized objectives.

Prior to joining UBS, Brandon was a Market Investment Executive & Senior Portfolio Manager at Bank of America Private Bank, where he led teams of portfolio managers, advisers, relationship managers and analysts across nine markets from Jacksonville to Orlando and to Tampa Bay, overseeing more than $25 billion in client assets. He served as the region's Chief Investment, Trading, and Wealth Management Executive and represented the Private Bank as a speaker on financial markets and the global economy. Earlier, he was a Portfolio Manager and Institutional Advisor with RBC Rochdale, and held similar roles with Lyons Wealth Management, LLC and ARIM.

Brandon earned his MBA in Finance and Entrepreneurship and his Bachelor of Arts in International Business and Economics from Rollins College. A former captain of the US National Junior Hockey Team, he coaches youth hockey and mentors Rollins College students on life and career ambitions. He resides in Central Florida with his loving wife and two beautiful daughters.
- Rollins College, Crummer Graduate School of Business, MBA in Finance & Entrepreneurship
- Rollins College, B.A. in International Business
- Senior Portfolio Manager
101 East Kennedy Blvd
Suite 1800
Tampa, FL 33602

brandon.burns@ubs.com

Brandon Burns

101 East Kennedy Blvd,Tampa,FL,33602
Carlos Rodriguez

Managing Director–Wealth Management
View bio
Carlos Rodriguez is a founding member of Harvest Group and leads the team’s complex estate, tax and wealth transfer planning services.

With more than 32 years of experience advising ultra‑high‑net‑worth individuals and families, Carlos oversees the design, implementation, and ongoing management of clients’ estate and financial planning strategies. He works closely with each client’s outside legal and tax advisors and collaborates with UBS’s Advanced Planning Group to ensure fully integrated, technically sound solutions.

Carlos has devoted his entire career to serving high‑ and ultra‑high‑net‑worth clients across the trust and private wealth management industries. Before joining UBS, he spent 12 years at Bank of America Private Bank as a Wealth Strategies Advisor. Prior to that, he spent 14 years at SunTrust Bank (now Truist) in roles focused on trust administration and sophisticated financial, tax, and estate planning. Earlier in his career, Carlos practiced law for nearly six years, concentrating on estate, tax, and trust planning. Over the course of his legal and wealth management career, he has written and spoken extensively on a wide range of estate and tax planning topics.

A native Floridian, Carlos earned a B.A. in Economics from the University of South Florida College of Business, a J.D. from Florida State University College of Law, and an LL.M. in Taxation from the University of Florida College of Law Graduate Tax Program where he was an editor of the Florida Tax Review.

Outside the office, Carlos enjoys following the Tampa Bay Bucs, Rays, and Lightning, reading about legal and political history, walking his two Giant Schnauzers (Zeke and Lulu), and—most of all—spending time with his family. Carlos and his wife, along with their three adult children, make their homes in the Tampa Bay area.
- University of Florida Levin College of Law Graduate Tax Program, LL.M. in Taxation
- Florida State University College of Law, J.D.
- University of South Florida College of Business Administration, B.A. in Economics
101 East Kennedy Blvd
Suite 1800
Tampa, FL 33602

Carlos.A.Rodriguez@ubs.com

Carlos Rodriguez

101 East Kennedy Blvd,Tampa,FL,33602
Lea Ann Drew, CTFA, AEP

Senior Vice President–Wealth Management
View bio
Lea Ann Drew is a founding member of Harvest Group at UBS and serves as the team's Chief Operating Officer. With more than 38 years of experience advising ultra-high-net-worth individuals and families, she specializes in fiduciary trust services, tax and estate planning, wealth transfer strategies, and multi-generational legacy planning. Lea Ann is dedicated to helping clients navigate complex financial decisions while aligning their wealth with their long-term personal, family, and philanthropic goals.

Prior to joining UBS, Lea Ann served as Senior Vice President and Senior Trust Officer at Bank of America Private Bank for 15 years. Throughout her distinguished career, she has provided comprehensive guidance on trust administration, fiduciary oversight, tax and estate planning, earning the trust of generations of families, business owners, and entrepreneurs.

As Chief Operating Officer of Harvest Group, Lea Ann helps oversee the team's strategic direction and client service platform while working closely with clients to develop personalized wealth management solutions. Drawing on the extensive resources of UBS, she delivers integrated advice designed to address the complexities of significant wealth, including business succession planning, charitable giving, tax-efficient wealth transfer strategies, and family governance.

Lea Ann holds a Bachelor of Science degree in Finance from the University of South Florida and has earned both the Certified Trust and Fiduciary Advisor (CTFA) and Accredited Estate Planner (AEP®) designations. She is an active leader within the estate planning community, having served as President of the Pinellas County Estate Planning Council and currently a member of the Suncoast Estate Planning Council.

Known for her client-focused approach, deep fiduciary expertise, and commitment to excellence, Lea Ann is passionate about helping families preserve, grow, and transfer wealth across generations while building enduring relationships founded on trust, integrity, and personalized advice.
- University of South Florida, B.S. in Finance
- Certified Trust and Financial Advisor
- Accredited Estate Planner
101 East Kennedy Blvd
Suite 1800
Tampa, FL 33602

LeaAnn.Drew@ubs.com

Lea Ann Drew, CTFA, AEP

101 East Kennedy Blvd,Tampa,FL,33602
Burness Griffin

Client Associate
View bio
Burness Griffin joined Harvest Group at UBS Private Wealth Management in 2026 as a Client Associate, supporting the team's ultra-high-net-worth clients. He works closely with financial advisors and clients, helping deliver a seamless service experience through account administration, operational coordination, and day-to-day relationship support.

Prior to joining UBS, Burness served as a Senior Trust Associate at Bank of America Private Bank, where he helped connect ultra-high-net-worth clients with trust, legacy, and wealth transfer solutions. Earlier, as a Wealth Management Banker at Merrill Lynch, he partnered with financial advisors and clients to develop tailored banking and lending strategies designed to support their broader financial goals.

With more than a decade of experience across wealth management, private banking, small business advisory, and ultra-high-net-worth client service, Burness is guided by a client-first philosophy and a commitment to delivering thoughtful, personalized support.

Before beginning his career in financial services, Burness served in the United States Air Force Reserve as an equipment operator with the 919th Special Operations Wing at Duke Field Air Force Base.

Burness earned his degree from Tallahassee State College. A native Floridian, he is an avid runner, chess player, and outdoorsman. He resides in Trinity, Florida, with his wife and three children.
- Tallahassee State College, Art History
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602

burness.griffin@ubs.com

Burness Griffin

101 E Kennedy Blvd,Tampa,FL,33602
Anissa Osbourne

Client Associate
View bio
Anissa Osborne joined UBS Private Wealth Management in 2026 as a Client Associate with Harvest Group. She brings more than 25 years of experience supporting ultra-high-net-worth individuals and families, with expertise in fiduciary administration, private banking, trust and estate services, and regulatory compliance.

Prior to joining UBS, Anissa served as a Senior Trust Associate at Bank of America Private Bank, where she specialized in trust and estate administration, client service, and complex account management. Throughout her career, she has built extensive experience in private wealth operations, fiduciary services, risk management, and compliance, helping deliver seamless service for clients and advisors alike.

Earlier roles at financial institutions throughout Central Florida included private wealth banking, client service management, and project management focused on operational excellence and regulatory oversight for financial advisory teams. Her broad industry experience provides a deep understanding of private wealth management and the evolving needs of ultra-high-net-worth clients.

Known for her professionalism, responsiveness, and attention to detail, Anissa excels at building strong relationships and delivering exceptional service. She is valued for her ability to anticipate client needs, solve problems with confidence, and foster collaboration across teams.

Outside of work, Anissa is a professional baker and enjoys sharing homemade desserts with family and friends. She cherishes time with her husband, three daughters, and their extended families, and takes great pride in her roles as a wife, mother, and grandmother.
- Orlando, Florida, Culinary Arts
101 East Kennedy Blvd
Suite 1800
Tampa, FL 33602

anissa.osbourne@ubs.com

Anissa Osbourne

101 East Kennedy Blvd,Tampa,FL,33602

Jesse Flatt, CFA, CPWA

Managing Director–Wealth Management

Private Wealth Advisor
View bio
- CT
- FL
- GA
- NC
- PA
- SC
- TX
Jesse Flatt joined UBS Private Wealth Management in 2026 as a founding member of Harvest Group. As a Managing Director and Private Wealth Advisor, he leads the design and implementation of sophisticated investment strategies for ultra-high-net-worth individuals and multi-generational families. Leveraging UBS's global platform and premier suite of capabilities, Jesse guides clients through complex financial decisions, aligning assets with long-term objectives, risk considerations, and evolving priorities. His disciplined approach integrates strategic planning, bespoke portfolio construction, and ongoing stewardship to preserve and grow wealth across generations.

A seasoned Wall Street professional with nearly two decades of experience, Jesse most recently served as a Senior Portfolio Manager at Bank of America Private Bank. There, he advised many of the firm's most intricate and high-profile relationships. Prior to joining the Private Bank, he was a Portfolio Manager at RBC Rochdale, a boutique investment firm serving affluent families, endowments, and foundations. In that role, he helped oversee more than $4.5 billion across a broad range of asset classes and international markets. His career also includes institutional and private wealth positions at Invesco, BlackRock, Merrill Lynch, and Morgan Stanley, where he honed his expertise in tax-efficient investing, traditional, factor-based, and alternative allocation methods, risk management, and comprehensive advisory services.

Fluent in both Portuguese and Spanish, Jesse earned a Bachelor of Science in Finance and Business Economics from California State University, East Bay, and an MBA from the Yale School of Management. He is a CFA® charterholder and holds the Certified Private Wealth Advisor® (CPWA®) designation. He is also an active member of both the CFA Institute and CFA Society Tampa Bay.

Outside the office, Jesse enjoys sports, exploring global cuisines, and traveling to unique destinations. Above all, he treasures his most important roles — husband and father — finding purpose and fulfillment in the time he shares with his wife and daughter.
- Yale School of Management, MBA
- California State University, East Bay, B.S. in Finance and Business Economics
- Private Wealth Advisor
- Chartered Financial Analyst
- Certified Private Wealth Advisor
- Senior Portfolio Manager
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602

jesse.flatt@ubs.com

Jesse Flatt, CFA, CPWA

101 E Kennedy Blvd,Tampa,FL,33602
Brandon Burns

Managing Director–Wealth Management

Senior Portfolio Manager
View bio
Brandon Burns is a founding member and Managing Director of Harvest Group at UBS. As a Private Wealth Management Advisor, Mr. Burns serves as a trusted partner to ultra/high-net-worth families, entrepreneurs, & business owners. He works as a long-term adviser to the families he consults, aligning investment strategy with the broader picture of tax planning, philanthropy, retirement, and multi-generational wealth transfers, and guiding clientele through concentrated positions, liquidity events, and the transition from enterprise value to personal wealth. Drawing on the global reach of UBS, its worldwide investment research, and access to international markets & private capital, Brandon delivers advice built around each family's unique & personalized objectives.

Prior to joining UBS, Brandon was a Market Investment Executive & Senior Portfolio Manager at Bank of America Private Bank, where he led teams of portfolio managers, advisers, relationship managers and analysts across nine markets from Jacksonville to Orlando and to Tampa Bay, overseeing more than $25 billion in client assets. He served as the region's Chief Investment, Trading, and Wealth Management Executive and represented the Private Bank as a speaker on financial markets and the global economy. Earlier, he was a Portfolio Manager and Institutional Advisor with RBC Rochdale, and held similar roles with Lyons Wealth Management, LLC and ARIM.

Brandon earned his MBA in Finance and Entrepreneurship and his Bachelor of Arts in International Business and Economics from Rollins College. A former captain of the US National Junior Hockey Team, he coaches youth hockey and mentors Rollins College students on life and career ambitions. He resides in Central Florida with his loving wife and two beautiful daughters.
- Rollins College, Crummer Graduate School of Business, MBA in Finance & Entrepreneurship
- Rollins College, B.A. in International Business
- Senior Portfolio Manager
101 East Kennedy Blvd
Suite 1800
Tampa, FL 33602

brandon.burns@ubs.com

Brandon Burns

101 East Kennedy Blvd,Tampa,FL,33602
Carlos Rodriguez

Managing Director–Wealth Management
View bio
Carlos Rodriguez is a founding member of Harvest Group and leads the team’s complex estate, tax and wealth transfer planning services.

With more than 32 years of experience advising ultra‑high‑net‑worth individuals and families, Carlos oversees the design, implementation, and ongoing management of clients’ estate and financial planning strategies. He works closely with each client’s outside legal and tax advisors and collaborates with UBS’s Advanced Planning Group to ensure fully integrated, technically sound solutions.

Carlos has devoted his entire career to serving high‑ and ultra‑high‑net‑worth clients across the trust and private wealth management industries. Before joining UBS, he spent 12 years at Bank of America Private Bank as a Wealth Strategies Advisor. Prior to that, he spent 14 years at SunTrust Bank (now Truist) in roles focused on trust administration and sophisticated financial, tax, and estate planning. Earlier in his career, Carlos practiced law for nearly six years, concentrating on estate, tax, and trust planning. Over the course of his legal and wealth management career, he has written and spoken extensively on a wide range of estate and tax planning topics.

A native Floridian, Carlos earned a B.A. in Economics from the University of South Florida College of Business, a J.D. from Florida State University College of Law, and an LL.M. in Taxation from the University of Florida College of Law Graduate Tax Program where he was an editor of the Florida Tax Review.

Outside the office, Carlos enjoys following the Tampa Bay Bucs, Rays, and Lightning, reading about legal and political history, walking his two Giant Schnauzers (Zeke and Lulu), and—most of all—spending time with his family. Carlos and his wife, along with their three adult children, make their homes in the Tampa Bay area.
- University of Florida Levin College of Law Graduate Tax Program, LL.M. in Taxation
- Florida State University College of Law, J.D.
- University of South Florida College of Business Administration, B.A. in Economics
101 East Kennedy Blvd
Suite 1800
Tampa, FL 33602

Carlos.A.Rodriguez@ubs.com

Carlos Rodriguez

101 East Kennedy Blvd,Tampa,FL,33602
Lea Ann Drew, CTFA, AEP

Senior Vice President–Wealth Management
View bio
Lea Ann Drew is a founding member of Harvest Group at UBS and serves as the team's Chief Operating Officer. With more than 38 years of experience advising ultra-high-net-worth individuals and families, she specializes in fiduciary trust services, tax and estate planning, wealth transfer strategies, and multi-generational legacy planning. Lea Ann is dedicated to helping clients navigate complex financial decisions while aligning their wealth with their long-term personal, family, and philanthropic goals.

Prior to joining UBS, Lea Ann served as Senior Vice President and Senior Trust Officer at Bank of America Private Bank for 15 years. Throughout her distinguished career, she has provided comprehensive guidance on trust administration, fiduciary oversight, tax and estate planning, earning the trust of generations of families, business owners, and entrepreneurs.

As Chief Operating Officer of Harvest Group, Lea Ann helps oversee the team's strategic direction and client service platform while working closely with clients to develop personalized wealth management solutions. Drawing on the extensive resources of UBS, she delivers integrated advice designed to address the complexities of significant wealth, including business succession planning, charitable giving, tax-efficient wealth transfer strategies, and family governance.

Lea Ann holds a Bachelor of Science degree in Finance from the University of South Florida and has earned both the Certified Trust and Fiduciary Advisor (CTFA) and Accredited Estate Planner (AEP®) designations. She is an active leader within the estate planning community, having served as President of the Pinellas County Estate Planning Council and currently a member of the Suncoast Estate Planning Council.

Known for her client-focused approach, deep fiduciary expertise, and commitment to excellence, Lea Ann is passionate about helping families preserve, grow, and transfer wealth across generations while building enduring relationships founded on trust, integrity, and personalized advice.
- University of South Florida, B.S. in Finance
- Certified Trust and Financial Advisor
- Accredited Estate Planner
101 East Kennedy Blvd
Suite 1800
Tampa, FL 33602

LeaAnn.Drew@ubs.com

Lea Ann Drew, CTFA, AEP

101 East Kennedy Blvd,Tampa,FL,33602
Burness Griffin

Client Associate
View bio
Burness Griffin joined Harvest Group at UBS Private Wealth Management in 2026 as a Client Associate, supporting the team's ultra-high-net-worth clients. He works closely with financial advisors and clients, helping deliver a seamless service experience through account administration, operational coordination, and day-to-day relationship support.

Prior to joining UBS, Burness served as a Senior Trust Associate at Bank of America Private Bank, where he helped connect ultra-high-net-worth clients with trust, legacy, and wealth transfer solutions. Earlier, as a Wealth Management Banker at Merrill Lynch, he partnered with financial advisors and clients to develop tailored banking and lending strategies designed to support their broader financial goals.

With more than a decade of experience across wealth management, private banking, small business advisory, and ultra-high-net-worth client service, Burness is guided by a client-first philosophy and a commitment to delivering thoughtful, personalized support.

Before beginning his career in financial services, Burness served in the United States Air Force Reserve as an equipment operator with the 919th Special Operations Wing at Duke Field Air Force Base.

Burness earned his degree from Tallahassee State College. A native Floridian, he is an avid runner, chess player, and outdoorsman. He resides in Trinity, Florida, with his wife and three children.
- Tallahassee State College, Art History
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602

burness.griffin@ubs.com

Burness Griffin

101 E Kennedy Blvd,Tampa,FL,33602
Anissa Osbourne

Client Associate
View bio
Anissa Osborne joined UBS Private Wealth Management in 2026 as a Client Associate with Harvest Group. She brings more than 25 years of experience supporting ultra-high-net-worth individuals and families, with expertise in fiduciary administration, private banking, trust and estate services, and regulatory compliance.

Prior to joining UBS, Anissa served as a Senior Trust Associate at Bank of America Private Bank, where she specialized in trust and estate administration, client service, and complex account management. Throughout her career, she has built extensive experience in private wealth operations, fiduciary services, risk management, and compliance, helping deliver seamless service for clients and advisors alike.

Earlier roles at financial institutions throughout Central Florida included private wealth banking, client service management, and project management focused on operational excellence and regulatory oversight for financial advisory teams. Her broad industry experience provides a deep understanding of private wealth management and the evolving needs of ultra-high-net-worth clients.

Known for her professionalism, responsiveness, and attention to detail, Anissa excels at building strong relationships and delivering exceptional service. She is valued for her ability to anticipate client needs, solve problems with confidence, and foster collaboration across teams.

Outside of work, Anissa is a professional baker and enjoys sharing homemade desserts with family and friends. She cherishes time with her husband, three daughters, and their extended families, and takes great pride in her roles as a wife, mother, and grandmother.
- Orlando, Florida, Culinary Arts
101 East Kennedy Blvd
Suite 1800
Tampa, FL 33602

anissa.osbourne@ubs.com

Anissa Osbourne

101 East Kennedy Blvd,Tampa,FL,33602

Launch. Grow. Exit your business.

We understand that when it comes to the business you have personally built, you're going to be invested at every level. From launching to growing to ultimately exiting your company our team can help you make smarter decisions each step of the way.

You’re considering an exit in 5 years

Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Fine-tune your business model to be most appealing to a buyer
Make sure business documentation and financial statements are in order
Put together a team to prepare the business and optimize value
Strengthen your management team

Learn more

Connect with us

You’re 3 years away from exiting

Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
Build the right pre-sale advisory team, including an investment banker, attorney and CPA
Explore gift and estate strategies to help maximize net proceeds from a sale

Learn more

Connect with us

You’re selling within the year

Finalize your trust and estate strategies
Work with us to interview and select the investment banker that works best for you
Finalize your exit plan and focus on getting the best deal for the sale
Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
As needed, prepare employees and managers for the transition
Think about what’s next for you and your future, after the sale

Learn more

Connect with us

Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Fine-tune your business model to be most appealing to a buyer
Make sure business documentation and financial statements are in order
Put together a team to prepare the business and optimize value
Strengthen your management team

Learn more

Connect with us

Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
Build the right pre-sale advisory team, including an investment banker, attorney and CPA
Explore gift and estate strategies to help maximize net proceeds from a sale

Learn more

Connect with us

Finalize your trust and estate strategies
Work with us to interview and select the investment banker that works best for you
Finalize your exit plan and focus on getting the best deal for the sale
Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
As needed, prepare employees and managers for the transition
Think about what’s next for you and your future, after the sale

Learn more

Connect with us

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

Estate planning strategies

Wealth transfer across generations

Comprehensive planning for significant wealth

Two brothers. One inheritance.

How will their story unfold?

Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

We don't merely manage wealth. We cultivate it.

Harvest Group

Jesse Flatt, CFA, CPWA

Brandon Burns

Carlos Rodriguez

Lea Ann Drew, CTFA, AEP

Burness Griffin

Anissa Osbourne

Jesse Flatt, CFA, CPWA

Brandon Burns

Carlos Rodriguez

Lea Ann Drew, CTFA, AEP

Burness Griffin

Anissa Osbourne

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Education

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Launch. Grow. Exit your business.

Launch. Grow. Exit your business.

You’re considering an exit in 5 years

You’re considering an exit in 5 years

You’re 3 years away from exiting

You’re 3 years away from exiting

You’re selling within the year

You’re selling within the year

Private Wealth Management

Estate planning strategies

Wealth transfer across generations

Comprehensive planning for significant wealth

Two brothers. One inheritance.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

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