The Kincade Group
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Your goals. Our comprehensive plan.

The Kincade Group

Private Wealth Management

What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

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You. Connected.

At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.

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The depth and breadth of UBS

In helping address all aspects of your wealth, we draw freely on in-house expertise and knowledge. This includes outreach and collaboration with specialists and experts within UBS, including the Advanced Planning Group and the vast resources of UBS Investment Bank.

overlooking

Wealth planning across generations

roads overhead

Strategic investment management

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Sophisticated portfolio management

construction

Credit and liquidity solutions

Unique clients. Tailored advice.

We strive to meet your full range of needs, with a single touchpoint for you and a truly comprehensive array of resources, solutions and insight—for every dimension of your life.

Business owners and entrepreneurs

Business owners and entrepreneurs

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.

Smart planning for executives

smart planning

Smart planning for executives

smart planning

We can help map out a plan for your wealth that takes into account your goals, needs and plans for the future. Our experienced team, backed by the resources of the broader firm, can help you make smart financial decisions, address your evolving liquidity needs and develop shrewd tax strategies so that you can move forward with confidence.

Whether you are tackling the timing of executing stock options or selling shares, our knowledge and experience can free you to focus on your future.

Planning for athletes and entertainers

Planning for athletes and entertainers

Whether your career is on the playing field, the hardwood, the stage or screen, we can help you create a plan for lasting wealth that can benefit you, your family and community.

  • Customized financial planning coordinated with your agent and accountant
  • Cash management and banking services
  • Asset protection planning
  • Charitable giving

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.

smart planning

We can help map out a plan for your wealth that takes into account your goals, needs and plans for the future. Our experienced team, backed by the resources of the broader firm, can help you make smart financial decisions, address your evolving liquidity needs and develop shrewd tax strategies so that you can move forward with confidence.

Whether you are tackling the timing of executing stock options or selling shares, our knowledge and experience can free you to focus on your future.

Whether your career is on the playing field, the hardwood, the stage or screen, we can help you create a plan for lasting wealth that can benefit you, your family and community.

  • Customized financial planning coordinated with your agent and accountant
  • Cash management and banking services
  • Asset protection planning
  • Charitable giving

Trends and perspectives

Share it well

Discussing and dividing wealth across generations
 
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.

Contact us to learn more about passing on values

The next stage

The next stage

A framework to help athletes and entertainers prepare for a meaningful second career

Read report

Planning for the sale of a closely held business

Planning for the sale of a closely held business

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.

Learn more

Bank stock sell-off Investment implications

Bank stock sell-off Investment implications

A crisis of confidence has arisen in the banking industry negatively impacting the sector and sparking broader market concerns.

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US bank turmoil

US bank turmoil

The collapse of Silicon Valley Bank is reverberating around global financial markets. What’s happened so far? What are the implications for other U.S. banks, the economy, your investment portfolio?

Let's talk

Insights for business owners after the fall of SVB

Insights for business owners after the fall of SVB

The sudden collapse of Silicon Valley Bank sent shockwaves across the venture capital and startup communities, forcing business owners to scramble as they looked to shore up their finances, fearing a bank run could eliminate their uninsured balances.

3 important lessons for business owners

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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