If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.
Senior Vice President–Wealth Management
Financial Advisor
Jamie Miller serves the pivotal role of advising business owners, entrepreneurs, executives and private clients on wealth planning, transition strategy, and legacy design. He leads the team’s strategic efforts by leveraging UBS’s global resources with the complex and evolving needs of UHNW and HNW clients. Jamie works with clients to identify opportunities, develop and implement strategies that consider each phase of the business lifecycle with the goal to maximize enterprise value.
In addition to his advisory responsibilities, Jamie drives new business development initiatives, cultivating relationships with current and prospective clients and expanding visibility of the team’s capabilities across the UBS network. He serves as a key liaison between clients, the team, and UBS’s broader institutional offerings—including Family Office Solutions and the Global Investment Bank—ensuring seamless integration of personal and business financial goals.
He currently serves on the UBS Consolidated Advisory Program (CAP) National Council, serving with select group advisors from around the United States. This Program allows Advisors to deliver holistic portfolio advice to UHNW and HNW clients and their families under a single advisory agreement.
Jamie currently serves on the Executive Committee as President and board member of the New York State Golf Association. He is a former President and current board member of the Buffalo District Golf Association, and also serves on the boards of Pursue Your It Foundation, PGA Reach of Western New York Foundation, Children’s Hospital of Buffalo Foundation, the Live Like Luca Foundation, and First Tee of Western New York.
Before entering the financial services industry, Jamie competed professionally on various golf tours throughout the United States, Canada, and Mexico, including the PGA Tour Canada. He earned a B.B.A. in Finance from Augusta State University (GA), where he served as a team leader on its Division I golf team.
Originally from Silver Creek, NY, Jamie is a proud Buffalo sports fan. He and his wife, Candice, live in Orchard Park, NY with their children—Georgia, Lane, and Knox—and their French Bulldogs, Howard Hughes and Sausage.
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.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Jamie Miller serves the pivotal role of advising business owners, entrepreneurs, executives and private clients on wealth planning, transition strategy, and legacy design. He leads the team’s strategic efforts by leveraging UBS’s global resources with the complex and evolving needs of UHNW and HNW clients. Jamie works with clients to identify opportunities, develop and implement strategies that consider each phase of the business lifecycle with the goal to maximize enterprise value.
In addition to his advisory responsibilities, Jamie drives new business development initiatives, cultivating relationships with current and prospective clients and expanding visibility of the team’s capabilities across the UBS network. He serves as a key liaison between clients, the team, and UBS’s broader institutional offerings—including Family Office Solutions and the Global Investment Bank—ensuring seamless integration of personal and business financial goals.
He currently serves on the UBS Consolidated Advisory Program (CAP) National Council, serving with select group advisors from around the United States. This Program allows Advisors to deliver holistic portfolio advice to UHNW and HNW clients and their families under a single advisory agreement.
Jamie currently serves on the Executive Committee as President and board member of the New York State Golf Association. He is a former President and current board member of the Buffalo District Golf Association, and also serves on the boards of Pursue Your It Foundation, PGA Reach of Western New York Foundation, Children’s Hospital of Buffalo Foundation, the Live Like Luca Foundation, and First Tee of Western New York.
Before entering the financial services industry, Jamie competed professionally on various golf tours throughout the United States, Canada, and Mexico, including the PGA Tour Canada. He earned a B.B.A. in Finance from Augusta State University (GA), where he served as a team leader on its Division I golf team.
Originally from Silver Creek, NY, Jamie is a proud Buffalo sports fan. He and his wife, Candice, live in Orchard Park, NY with their children—Georgia, Lane, and Knox—and their French Bulldogs, Howard Hughes and Sausage.
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.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
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.
Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.
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.
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