$5.9+ trn
UBS Group invested assets
As of 06/30/2024
It takes a special understanding to help meet the needs of our select roster of clients. We work with successful entrepreneurs, founders and business executives—all of whom demand a sophisticated and nimble approach to managing their wealth. An approach that recognizes the demands of a particularly fast-paced business environment. For founders, we help you harness and refine your vision for your wealth, now and looking ahead. If you are a business owner or executive, we can help you strategically and tactically navigate complex challenges and take advantage of unforeseen opportunities. Above all, we understand that the wealth creation process is a dynamic one—one that requires a trusted and informed advisor.
Let us help simplify your life, so that you can focus on what’s most important to you—whether it’s bringing a vision to life, managing a thriving business or embarking on an exciting new opportunity. At every stage, and through every challenge, we will work closely with you to identify a plan for your wealth and to chart a course for what’s ahead, no matter how complex or unexpected. Our experience and proven track record in working with successful wealth creators allows us to offer smart, strategic advice, drawing on UBS’s impressive global resources and working with you to craft a road map for your wealth that is intentionally designed to evolve with you, your business and your family.
Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and achieve your future financial goals—and life goals after you step away.
What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution? Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.
Coordinating with retirement plan sponsors, executive management, plan trustees, committees and external advisors, we can provide strategic guidance, education and investment oversight to support your regulatory governance. In addition, we develop financial wellness education for employees at all levels of your organization.
But the financial stakes of your decisions are getting higher. Today, your financial situation is more complex and you’re looking at how to grow and safeguard your assets. No matter what's happening in the markets, at home or throughout the world, we're with you and your family.
We work with UBS Family Advisory and Philanthropy Services to provide advice to help families flourish for generations, through intentional communication, intergenerational wealth transitions, family governance, philanthropic legacies and more. Holistic insights, advice and execution services help you maximize your impact and build your legacy.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Creating a truly rewarding workplace
Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Clients come first
As the leader and founder of Inception Wealth Partners, Brandon acts as the team’s CEO, overseeing client relationships, investment management and business development. He's passionate about working closely with his select roster of successful clients, most of whom are founders, entrepreneurs and corporate executives. In advising his clients, he's focused on helping each one of them achieve what is meaningful and impactful to them, whether they are launching a fresh idea, selling or expanding a successful business, or mapping out an important next step in their personal wealth journey.
With 20+ years of experience in financial services, and a deep knowledge of portfolio management and advanced planning strategies, he has spent his entire career working closely with highly successful individuals and families. Because he understands the distinct challenges and opportunities faced by wealth creators, he is well placed to offer innovative and targeted advice that becomes part of a comprehensive financial plan. His dedication to his clients is exemplified by his ‘clients first’ approach and the strong sense of integrity and honesty that color every relationship.
Education
Life
Wilson, as Senior advisor of Inception Partners, leads client investment strategy, research and execution efforts for the team. As the team’s lead analyst, he chairs the investment committee, and leads research discussions on equity portfolio holdings and positioning
Wilson brings his skills as an analyst—as well as his past experience as a CFO and a 401(k) administrator—to his client conversations, working with each one to understand their risk tolerance, time horizon and liquidity objectives. From there, the team crafts a custom asset allocation and investment portfolio that is aligned with the client’s needs and goals. On an ongoing basis, Wilson ensures that each relationship receives transparent and timely communication on market activity and analysis of their investment portfolios. This hands-on approach allows him to do what he enjoys most: speak with clients about their financial needs.
Education and designations
Life
As a Senior Wealth Strategy Associate for Inception Wealth Partner’s select roster of clients—founders, entrepreneurs and corporate executives—Sonia takes a holistic view of each client’s finances and utilizes her experience in fundamental analysis to make targeted recommendations aligned with what the client wants to achieve with their wealth. She takes pride in being able to make complex financial strategies more understandable, while trying to help identify targeted opportunities for client portfolios—including income generation, tactical asset allocation or hedging portfolios against market risk.
Sonia also puts her experience in financial planning strategies to good use, working actively with Inception Wealth Partner’s clients, most of whom are in the wealth accumulation phase, to formulate planning strategies that are aimed at risk management but also strive to move them towards their financial goals. Her focus is planning around a client’s business ownership interests, whether private or public. As the team’s name implies, the intent is to get involved with a client as early as possible, at ‘inception’, so that optimal planning can be done on a timely basis, and no opportunities are missed.
Education and designations
Life
A willingness to listen is our greatest strength
Inspired by her father’s example as a successful businessman, Ivy developed an early interest in business and finance. An inquisitive and patient “people person,” Ivy is particularly adept at forging strong relationships, using her full range of communication and analytical skills to understand her clients as people first.
Building on trust to strengthen long-term relationships
Ivy works collaboratively with her team colleagues to develop and implement customized and comprehensive investment and wealth planning strategies. When addressing a client’s individual concerns and challenges, Ivy draws on the deep expertise and breadth of knowledge across the firm, taking advantage of UBS’s global presence to explore the full range of possible solutions. Patient and purposeful in her analysis, Ivy uses her knowledge, analytical techniques and experience as a member of the team’s investment committee to select the most appropriate investment vehicle, asset allocation and overall wealth planning strategy that can help each client achieve their financial goals and secure a legacy well into the future.
Education and credentials
Life
Integrity and excellence
As part of Inception Wealth Partners, Hamish advises a select group of ambitious and dynamic clients—primarily founders, entrepreneurs and corporate executives. Drawing on his experience in areas like executive compensation and tax-efficient strategies, he helps craft a highly customized plan for their wealth. He focuses on delivering proactive, smart guidance to clients at the critical moments in their lives—whether they are building a new business, looking to exit a successful venture or planning for a major life change.
In working with each client, Hamish draws on his military background to strengthen his approach, which is grounded in providing excellent service and ensuring integrity in everything he does.
Education and designations
Life
As a Client Service Associate for Inception Partners, Jonathan spends a lot of time communicating with clients and addressing any operational issues to ensure everything runs smoothly. In his role, he particularly relishes building trusted relationships with individual clients as well as families—all with the goal of “doing the right thing for the client.”
A recent addition to the Inception team, Jonathan's background in Finance is put to good use in his daily quest to provide superior customer service—service that is imbued with integrity and ethics. Jonathan truly enjoys working with and helping families, knowing that he and the entire team are making a positive impact on their lives.
Education and designations
Life
Clients come first
As the leader and founder of Inception Wealth Partners, Brandon acts as the team’s CEO, overseeing client relationships, investment management and business development. He's passionate about working closely with his select roster of successful clients, most of whom are founders, entrepreneurs and corporate executives. In advising his clients, he's focused on helping each one of them achieve what is meaningful and impactful to them, whether they are launching a fresh idea, selling or expanding a successful business, or mapping out an important next step in their personal wealth journey.
With 20+ years of experience in financial services, and a deep knowledge of portfolio management and advanced planning strategies, he has spent his entire career working closely with highly successful individuals and families. Because he understands the distinct challenges and opportunities faced by wealth creators, he is well placed to offer innovative and targeted advice that becomes part of a comprehensive financial plan. His dedication to his clients is exemplified by his ‘clients first’ approach and the strong sense of integrity and honesty that color every relationship.
Education
Life
Wilson, as Senior advisor of Inception Partners, leads client investment strategy, research and execution efforts for the team. As the team’s lead analyst, he chairs the investment committee, and leads research discussions on equity portfolio holdings and positioning
Wilson brings his skills as an analyst—as well as his past experience as a CFO and a 401(k) administrator—to his client conversations, working with each one to understand their risk tolerance, time horizon and liquidity objectives. From there, the team crafts a custom asset allocation and investment portfolio that is aligned with the client’s needs and goals. On an ongoing basis, Wilson ensures that each relationship receives transparent and timely communication on market activity and analysis of their investment portfolios. This hands-on approach allows him to do what he enjoys most: speak with clients about their financial needs.
Education and designations
Life
As a Senior Wealth Strategy Associate for Inception Wealth Partner’s select roster of clients—founders, entrepreneurs and corporate executives—Sonia takes a holistic view of each client’s finances and utilizes her experience in fundamental analysis to make targeted recommendations aligned with what the client wants to achieve with their wealth. She takes pride in being able to make complex financial strategies more understandable, while trying to help identify targeted opportunities for client portfolios—including income generation, tactical asset allocation or hedging portfolios against market risk.
Sonia also puts her experience in financial planning strategies to good use, working actively with Inception Wealth Partner’s clients, most of whom are in the wealth accumulation phase, to formulate planning strategies that are aimed at risk management but also strive to move them towards their financial goals. Her focus is planning around a client’s business ownership interests, whether private or public. As the team’s name implies, the intent is to get involved with a client as early as possible, at ‘inception’, so that optimal planning can be done on a timely basis, and no opportunities are missed.
Education and designations
Life
A willingness to listen is our greatest strength
Inspired by her father’s example as a successful businessman, Ivy developed an early interest in business and finance. An inquisitive and patient “people person,” Ivy is particularly adept at forging strong relationships, using her full range of communication and analytical skills to understand her clients as people first.
Building on trust to strengthen long-term relationships
Ivy works collaboratively with her team colleagues to develop and implement customized and comprehensive investment and wealth planning strategies. When addressing a client’s individual concerns and challenges, Ivy draws on the deep expertise and breadth of knowledge across the firm, taking advantage of UBS’s global presence to explore the full range of possible solutions. Patient and purposeful in her analysis, Ivy uses her knowledge, analytical techniques and experience as a member of the team’s investment committee to select the most appropriate investment vehicle, asset allocation and overall wealth planning strategy that can help each client achieve their financial goals and secure a legacy well into the future.
Education and credentials
Life
Integrity and excellence
As part of Inception Wealth Partners, Hamish advises a select group of ambitious and dynamic clients—primarily founders, entrepreneurs and corporate executives. Drawing on his experience in areas like executive compensation and tax-efficient strategies, he helps craft a highly customized plan for their wealth. He focuses on delivering proactive, smart guidance to clients at the critical moments in their lives—whether they are building a new business, looking to exit a successful venture or planning for a major life change.
In working with each client, Hamish draws on his military background to strengthen his approach, which is grounded in providing excellent service and ensuring integrity in everything he does.
Education and designations
Life
As a Client Service Associate for Inception Partners, Jonathan spends a lot of time communicating with clients and addressing any operational issues to ensure everything runs smoothly. In his role, he particularly relishes building trusted relationships with individual clients as well as families—all with the goal of “doing the right thing for the client.”
A recent addition to the Inception team, Jonathan's background in Finance is put to good use in his daily quest to provide superior customer service—service that is imbued with integrity and ethics. Jonathan truly enjoys working with and helping families, knowing that he and the entire team are making a positive impact on their lives.
Education and designations
Life
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.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
14.8%
CET1 capital ratio
UBS is one of the world’s best-capitalized banks
UBS Company Reporting as of 03/31/2024