At Howell Wealth Consulting Group, we are not only experienced wealth managers and problem solvers. We are innovative thinkers who understand what drives entrepreneurs and share the same passion for ingenious ideas and creative solutions.
Over the last 20 years, we have worked closely with various industry professionals who have chosen us to help them explore new ventures and further their business and personal aspirations through tailored financial planning and portfolio management. Our team of enthusiastic collaborators can provide the advice you need to help seize opportunities, manage risk, and pursue your definition of success.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
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.
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.
Erik Seeney, Wealth Planning Strategist, UBS is joined by Lisa Snyder, Wealth Planning Strategist, UBS who will share key insights that include: Warning signs for wealthy families facing the ‘third generation rule’, How families can prepare future generations for the transfer of wealth, and Creating a culture of gratitude within multi-generational wealthy families.