Your business. Your wealth. Your legacy.

Private Wealth Management

At The LeDoyen Price Group, we leverage our diverse financial planning experience and strategic marketing insights to help private business owners and entrepreneurs thrive at every stage in their business lifecycle. Our Private Wealth Management team has the business transition expertise and comprehensive wealth management capabilities to help you build and preserve wealth for each generation of your family.

Listening and identifying your key challenges and opportunities is our priority as we develop your master plan. To this end, we focus on three areas:

Assessing and maximizing the value of your business well in advance of a transaction
Preparing you personally and financially for an eventual business exit
Prompting you to think about your next act and your passions for life after business

Start the planning conversation

The LeDoyen Price Group

Collective years of experience

$1.78 Billion

Assets under management

Industry leadership from a highly experienced team

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.

Private Wealth Advisors

Van G. Price

Managing Director–Wealth Management

Private Wealth Advisor
Van G. Price

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

3280 Peachtree Road NE
21st floor
Atlanta, GA 30305

404-479-6080
View bio Industry recognition
- AL
- AR
- CA
- CO
- DE
- FL
- GA
- IL
- IN
- KS
- MD
- MI
- MO
- NC
- NJ
- NV
- NY
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- VA
- VI
- WA
Van, a senior member of The LeDoyen Price Group, provides multigenerational families and entrepreneurs with comprehensive wealth management – from financial and estate planning to disciplined portfolio structuring and philanthropic planning. Van specializes in the personalized construction and ongoing management of client portfolios. He also helps clients coordinate their financial and legacy strategies with the clients other trusted advisors. Van has spent over 40 years serving ultra-high net worth clients, their families, and corporate ERISA plans, Operating Reserve accounts, Foundations and Endowments.

Van is a Sr. Portfolio Manager within the UBS financial advisor discretionary portfolio management program, better known as "PMP". This is given to a select number of advisors who are tenured, exceed a high asset under management level and approved by senior management. He was the Co-Chair of the UBS FA Advisory Council to the firms Executive Committee. Van graduated from the University of Georgia in 1979 with BBA in Finance.

In Van's free time, he enjoys the outdoors and spending time with his family on Lake Blue Ridge.
- Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Barron's Top 50 Institutional Consultants, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
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
- Private Wealth Advisor
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Jon P. LeDoyen, CFP®, CEPA®, CIMA®

Managing Director–Wealth Management

Private Wealth Advisor
Jon P. LeDoyen, CFP®, CEPA®, CIMA®

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

3280 Peachtree Road NE
21st floor
Atlanta, GA 30305

404-479-6081
View bio Industry recognition
- AL
- AR
- CA
- CO
- DE
- FL
- GA
- IL
- IN
- KS
- MD
- MI
- MO
- NC
- NJ
- NV
- NY
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- VI
- WA
Jon, a senior member of the LeDoyen Price Group, works with a select group of exceptional business owners and their families as they assess their current business goals and future ventures. Jon is passionate about understanding client financial needs and personalizing investment portfolios to consistently meet those requirements, all while navigating the challenging capital markets. He draws on the global capabilities of UBS in-house specialists and the clients other trusted advisors to continually enhance his clients legacy planning. Jon focuses most of his time on performing research on multiple, global asset classes looking for opportunities for their client portfolios and weeding out potential risks.

Jon is a Sr. Portfolio Manager within the UBS financial advisor discretionary portfolio management program, better known as "PMP". This is given to a select number of advisors who are tenured, exceed a high asset under management level and approved by senior management. Jon is a Certified Financial Planner® , Certified Exit Planning Advisor CEPA®, as well "CIMA". He graduated from the University of Georgia in 1991 with a BBA in Banking & Finance.

When not meeting with clients or doing research, Jon enjoys exercising, playing golf and spending time on the lake with his wife during the summer. He is a Board of Director for the Dunwoody High School Football Gridiron Club and coaches middle school football for the Dunwoody Junior Wildcats. Jon and his wife, Julia, have two boys, Davis and Porter.
- Barron's Top 1,200 Financial Advisors, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
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
- Private Wealth Advisor
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Jeremy W. Mykulak, CFA®, CEPA®

Senior Vice President–Wealth Management

Private Wealth Advisor
Jeremy W. Mykulak, CFA®, CEPA®

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

3280 Peachtree Road NE
21st floor
Atlanta, GA 30305

404-479-6082
View bio Industry recognition
- AL
- AR
- CA
- CO
- DE
- FL
- GA
- IL
- IN
- KS
- MD
- MI
- MO
- NC
- NJ
- NV
- NY
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- VI
- WA
Jeremy has over a decade of experience in the exclusive Private Wealth Management (PWM) division of UBS. He provides advice to private business owners, multigenerational families, and institutions helping them make key financial decisions. He divides his time between cultivating new relationships, portfolio construction and investment research, and assisting in the day-to-day management of the team's discretionary portfolios.

Jeremy holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Jeremy is also a Certified Exit Planning Advisor (CEPA®) and a member of the Atlanta Society of Financial Analysts. Within UBS, Jeremy holds the Portfolio Manager and Institutional Consultant designations. Jeremy graduated with a Bachelor of Science in Business Administration from Washington and Lee University and is a member of the Omicron Delta Kappa national honor society.

Outside of the office, Jeremy enjoys spending time with his family, golf, skiing and sports trivia. He is member of Peachtree Presbyterian Church and a past President of the Washington and Lee Atlanta Alumni Chapter. Jeremy resides in Atlanta with his wife, Melissa, and their two boys, Ross and Reed.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
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
- Private Wealth Advisor
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Alex M. Elmore, CFP®, CLU®, CEPA®

Senior Wealth Strategy Associate
Alex M. Elmore, CFP®, CLU®, CEPA®

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

3280 Peachtree Road NE
21st floor
Atlanta, GA 30305

404-479-6085
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- MA
- MD
- MI
- MO
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- VA
- VI
- WA
Alex joined the LeDoyen Price Group in 2014. Building off past internship experiences at Merrill Lynch, he oversees wealth management planning for the team. He works closely with clients to build a comprehensive financial plan while having a deep understanding of what each client wants to accomplish over the near and long term. Alex works alongside UBS’s in house specialists across numerous fields including tax, insurance, trust & estate planning to help preserve and manage wealth.

Alex holds the CERTIFIED FINANCIAL PLANNERTM, Chartered Life Underwriter®, and Certified Exit Planning Advisor® designations. Alex graduated from Berry College with a B.S. in Economics where he was also part of Economics society Omicron Delta Epsilon for two years.

As a four-year varsity member of the golf team at Berry College, Alex was named team captain in the 2013-2014 season and helped lead the team to an appearance at the Division III National Championship. Alex and his wife Nikki live in Alpharetta and are expecting their first child in June 2023.
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
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Brittney Dick

Senior Client Associate
Brittney Dick

Senior Client Associate

UBS Financial Services Inc.

Private Wealth Management

Home Worker FL
Home Worker FL, FL 000

404-479-6084
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- VA
- VI
- WA
Brittney Dick joined the LeDoyen Price Group in December of 2022 as a Senior Registered Client Associate. She started her career at UBS in Boston, MA, where she is originally from. Her previous experience includes J.P. Morgan and Bernstein Private Wealth Management. In her role, Brittney focuses on all aspects of client interactions with the team. She is extremely detail-oriented while overseeing complicated operational responsibilities and is passionate about delivering the best possible client experience. Brittney works diligently with the team’s clients, CPAs and attorneys to ensure seamless communication and superior service.

Brittney lives in Delray Beach, FL with her husband, daughter & two dogs. She enjoys exercising, reading, traveling, being outdoors & spending time with friends, family, and her dogs
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
Home Worker FL
Home Worker FL, FL 000

Private Wealth Advisors

Van G. Price

Managing Director–Wealth Management

Private Wealth Advisor
Van G. Price

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

3280 Peachtree Road NE
21st floor
Atlanta, GA 30305

404-479-6080
View bio Industry recognition
- AL
- AR
- CA
- CO
- DE
- FL
- GA
- IL
- IN
- KS
- MD
- MI
- MO
- NC
- NJ
- NV
- NY
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- VA
- VI
- WA
Van, a senior member of The LeDoyen Price Group, provides multigenerational families and entrepreneurs with comprehensive wealth management – from financial and estate planning to disciplined portfolio structuring and philanthropic planning. Van specializes in the personalized construction and ongoing management of client portfolios. He also helps clients coordinate their financial and legacy strategies with the clients other trusted advisors. Van has spent over 40 years serving ultra-high net worth clients, their families, and corporate ERISA plans, Operating Reserve accounts, Foundations and Endowments.

Van is a Sr. Portfolio Manager within the UBS financial advisor discretionary portfolio management program, better known as "PMP". This is given to a select number of advisors who are tenured, exceed a high asset under management level and approved by senior management. He was the Co-Chair of the UBS FA Advisory Council to the firms Executive Committee. Van graduated from the University of Georgia in 1979 with BBA in Finance.

In Van's free time, he enjoys the outdoors and spending time with his family on Lake Blue Ridge.
- Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Barron's Top 50 Institutional Consultants, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
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
- Private Wealth Advisor
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Jon P. LeDoyen, CFP®, CEPA®, CIMA®

Managing Director–Wealth Management

Private Wealth Advisor
Jon P. LeDoyen, CFP®, CEPA®, CIMA®

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

3280 Peachtree Road NE
21st floor
Atlanta, GA 30305

404-479-6081
View bio Industry recognition
- AL
- AR
- CA
- CO
- DE
- FL
- GA
- IL
- IN
- KS
- MD
- MI
- MO
- NC
- NJ
- NV
- NY
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- VI
- WA
Jon, a senior member of the LeDoyen Price Group, works with a select group of exceptional business owners and their families as they assess their current business goals and future ventures. Jon is passionate about understanding client financial needs and personalizing investment portfolios to consistently meet those requirements, all while navigating the challenging capital markets. He draws on the global capabilities of UBS in-house specialists and the clients other trusted advisors to continually enhance his clients legacy planning. Jon focuses most of his time on performing research on multiple, global asset classes looking for opportunities for their client portfolios and weeding out potential risks.

Jon is a Sr. Portfolio Manager within the UBS financial advisor discretionary portfolio management program, better known as "PMP". This is given to a select number of advisors who are tenured, exceed a high asset under management level and approved by senior management. Jon is a Certified Financial Planner® , Certified Exit Planning Advisor CEPA®, as well "CIMA". He graduated from the University of Georgia in 1991 with a BBA in Banking & Finance.

When not meeting with clients or doing research, Jon enjoys exercising, playing golf and spending time on the lake with his wife during the summer. He is a Board of Director for the Dunwoody High School Football Gridiron Club and coaches middle school football for the Dunwoody Junior Wildcats. Jon and his wife, Julia, have two boys, Davis and Porter.
- Barron's Top 1,200 Financial Advisors, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
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
- Private Wealth Advisor
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Jeremy W. Mykulak, CFA®, CEPA®

Senior Vice President–Wealth Management

Private Wealth Advisor
Jeremy W. Mykulak, CFA®, CEPA®

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

3280 Peachtree Road NE
21st floor
Atlanta, GA 30305

404-479-6082
View bio Industry recognition
- AL
- AR
- CA
- CO
- DE
- FL
- GA
- IL
- IN
- KS
- MD
- MI
- MO
- NC
- NJ
- NV
- NY
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- VI
- WA
Jeremy has over a decade of experience in the exclusive Private Wealth Management (PWM) division of UBS. He provides advice to private business owners, multigenerational families, and institutions helping them make key financial decisions. He divides his time between cultivating new relationships, portfolio construction and investment research, and assisting in the day-to-day management of the team's discretionary portfolios.

Jeremy holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Jeremy is also a Certified Exit Planning Advisor (CEPA®) and a member of the Atlanta Society of Financial Analysts. Within UBS, Jeremy holds the Portfolio Manager and Institutional Consultant designations. Jeremy graduated with a Bachelor of Science in Business Administration from Washington and Lee University and is a member of the Omicron Delta Kappa national honor society.

Outside of the office, Jeremy enjoys spending time with his family, golf, skiing and sports trivia. He is member of Peachtree Presbyterian Church and a past President of the Washington and Lee Atlanta Alumni Chapter. Jeremy resides in Atlanta with his wife, Melissa, and their two boys, Ross and Reed.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
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
- Private Wealth Advisor
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Alex M. Elmore, CFP®, CLU®, CEPA®

Senior Wealth Strategy Associate
Alex M. Elmore, CFP®, CLU®, CEPA®

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

3280 Peachtree Road NE
21st floor
Atlanta, GA 30305

404-479-6085
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KS
- MA
- MD
- MI
- MO
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- VA
- VI
- WA
Alex joined the LeDoyen Price Group in 2014. Building off past internship experiences at Merrill Lynch, he oversees wealth management planning for the team. He works closely with clients to build a comprehensive financial plan while having a deep understanding of what each client wants to accomplish over the near and long term. Alex works alongside UBS’s in house specialists across numerous fields including tax, insurance, trust & estate planning to help preserve and manage wealth.

Alex holds the CERTIFIED FINANCIAL PLANNERTM, Chartered Life Underwriter®, and Certified Exit Planning Advisor® designations. Alex graduated from Berry College with a B.S. in Economics where he was also part of Economics society Omicron Delta Epsilon for two years.

As a four-year varsity member of the golf team at Berry College, Alex was named team captain in the 2013-2014 season and helped lead the team to an appearance at the Division III National Championship. Alex and his wife Nikki live in Alpharetta and are expecting their first child in June 2023.
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
3280 Peachtree Road NE
21st floor
Atlanta, GA 30305
Brittney Dick

Senior Client Associate
Brittney Dick

Senior Client Associate

UBS Financial Services Inc.

Private Wealth Management

Home Worker FL
Home Worker FL, FL 000

404-479-6084
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- VA
- VI
- WA
Brittney Dick joined the LeDoyen Price Group in December of 2022 as a Senior Registered Client Associate. She started her career at UBS in Boston, MA, where she is originally from. Her previous experience includes J.P. Morgan and Bernstein Private Wealth Management. In her role, Brittney focuses on all aspects of client interactions with the team. She is extremely detail-oriented while overseeing complicated operational responsibilities and is passionate about delivering the best possible client experience. Brittney works diligently with the team’s clients, CPAs and attorneys to ensure seamless communication and superior service.

Brittney lives in Delray Beach, FL with her husband, daughter & two dogs. She enjoys exercising, reading, traveling, being outdoors & spending time with friends, family, and her dogs
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
Home Worker FL
Home Worker FL, FL 000

Ready to sell your business?

The five hallmarks of a successful sale

Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

Explore more

Business owners are a rare breed

Let our resources help you proceed with passion
You started your business with passion. We can help you bring that same drive to meeting challenges as you thrive and grow. Take advantage of strategic planning and tailored solutions throughout the lifecycle of your business, including life after ownership.

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

One relationship. All of Private Wealth Management.

Institutional-level advice

Our team has guided successful individuals, families, corporations and not-for-profit organizations in making the best financial decisions in every type of market environment.

Our clients have benefitted from both our strategic understanding of complex wealth, as well as the deep problem-solving expertise we bring to families, foundations, associations and endowments throughout the country.

As Private Wealth Advisors and Institutional Consultants, our experience and training provide an ongoing source of insight and collaboration.

Private Wealth Management

How can you access the full resources of UBS?

Families with significant wealth demand a flexible, customizable investment platform and an array of exclusive services. Our experience with family offices help us create continuity between family generations and delivers a structure that is focused on preserving wealth and seeking opportunities.

Advanced planning. Planning analysts regularly evaluate how changes in the legislative and tax landscape might affect your wealth.

Portfolio Advisory Group. Exclusively dedicated to sophisticated portfolio structuring.

Credit and liquidity solutions. Access through our extensive UBS Banking resources to innovative credit solutions.

Family Advisory. This group offers solutions that extend beyond your portfolio, including.

UBS Global Family Office. A highly specialized team dedicated to seamless integration for family offices.

Strategic philanthropy

Let us help you transform the causes that matter to you into an enduring legacy. You benefit from innovative advice and thought leadership from across the firm, including the UBS Family Advisory and Philanthropy Group and UBS Optimus Foundation.

Whatever your vision for using your wealth to support causes you care about, we can help you maximize your impact while also ensuring that your giving fits seamlessly within your overall wealth plan.

From donor-advised funds to setting up a private foundation, our bespoke advisory services can help determine the path that aligns best with your purpose and strategy.

Institutional consulting

How can we help you with the investment guidance and fiduciary oversight you need for your organization and employees?

You will have direct access to an experienced team that aligns its experience and the strength of the firm with your organization's goals. Through a close working relationship, we take a hands-on approach and provide product-agnostic advice without any conflict of interest.

We work with:

Foundations and endowments
Corporations

Fiduciary responsibility. Fiduciary liability is a primary concern for many institutional clients. We acknowledge our responsibility in writing as defined in Section 3(21) of ERISA and will help you develop an investment process to address fiduciary obligations.

Outsourced CIO (OCIO). Our team provides comprehensive investment services including Investment Policy Statement development, asset allocation, manager selection and implementation for a complete OCIO solution. We do this by focusing on three central tenets: risk focus, simplicity and efficiency.

Our comprehensive investment solutions:

Asset allocation modeling
Investment policy development and review
Investment manager and fund searches
Ongoing consulting and performance measurement

Wealth planning

How do you prepare personally and financially for a successful business exit?

Not only do we focus on the readiness of the business, but we emphasize personal readiness when going through a business transition. What net proceeds figure do you need to sustain the rest of your life? Working together, as you transition in life or seek out new opportunities, we will help make key financial decisions much simpler.

Pre-liquidity planning. Beginning as early as possible, our process starts with critical pre-liquidity planning all the way through execution and closing. Prior to the transaction, we help you develop a personalized strategy to maximize the value of this event so you can confidently pursue your life goals post-sale.

Estate planning strategies. We will look at how the sale aligns with your personal estate planning goals and help to find opportunities to lower future estate tax burdens.

Tax planning strategies. Working with your CPA or tax professional to identify the right strategy can make a significant difference in the proceeds you take home from the sale.

Philanthropy. We‘ll help you see how the sale might enable you to have a greater impact on the philanthropic causes that are meaningful to you and your family. Considering the right charitable vehicle, we will help you assess if a donor-advised fund or charitable remainder trust to generate an income tax deduction is right for you and your goals.

Post-liquidity wealth management. The right post-sale wealth management strategy can help you make a successful transition to the next phase of your wealth management journey. To help inform our recommendations about deal structure, valuation opportunities and tax considerations, we’ll coordinate with our network of both third-party and UBS experts in:

Trusts and estate planning strategies

Cash flow modeling

Private equity and debt financing

Family governance and education

Multigenerational planning

Life after business

What passions do you want to pursue in your next act in life?

What are your passions now? If it‘s running your business, we can help put the right team in place to ease your involvement and increase the value to a third party. Are you eager for a new challenge beyond your business? The right post-sale wealth management strategy will help you make a successful transition to the next phase in your life journey.

Understanding your priorities. We offer solutions that extend beyond your portfolio, including advice on family decision-making, business and generational transitions, wealth transfer and family governance.

Family office services. We provide a dedicated organization to help bridge the generational gaps across a family. In addition, we can work with the UBS Global Family Office group to seamlessly integrate comprehensive wealth management with institutional-level business solutions for family offices.

Family governance. Through the UBS Family Advisory group, we offer extensive services on family decision-making, business and generational transitions, wealth transfer and family office governance.

Helping to preserve multigenerational wealth. When planning your estate or building your legacy, our team will work with you and family members to provide education on philanthropy and participation strategies for the next generation. In that way, you care for future generations and charitable organizations with the least possible tax impact and expense.

UBS Wealth Way

Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

_{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.}

Liquidity

Provide cash flow for short-term expenses - to help maintain your lifestyle

Entertainment and travel
Taxes
Purchasing a home

Longevity

For longer-term needs - to help improve your lifestyle

Retirement
Healthcare and long-term care expenses
Purchasing a second home

Legacy

For needs that go beyond your own - to help improve the lives of others

Giving to family
Philanthropy
Wealth transfer over generations

Provide cash flow for short-term expenses - to help maintain your lifestyle

Entertainment and travel
Taxes
Purchasing a home

For longer-term needs - to help improve your lifestyle

Retirement
Healthcare and long-term care expenses
Purchasing a second home

For needs that go beyond your own - to help improve the lives of others

Giving to family
Philanthropy
Wealth transfer over generations

You. Connected.

As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

Family Advisory & Philanthropy Services

Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

Learn more

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Portfolio Advisory Group

Specialists intensely focused on constructing customized investment portfolios to help address your specific needs. The team’s hallmarks include sophisticated quantitative analysis, research-driven asset allocation and tailored portfolio construction advice.

Tailored family office services

Tailored family office services

Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate financial, business and family interests as you seek to align your investment management and planning.

To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate resources and expertise from across the firm, including the Investment Bank and Asset Management divisions.

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Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

^$5+ trillion

In invested assets globally
As of 11/07/2023

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

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Your business. Your wealth. Your legacy.

Private Wealth Management

The LeDoyen Price Group

Industry leadership from a highly experienced team

Private Wealth Advisors

Van G. Price

Jon P. LeDoyen, CFP®, CEPA®, CIMA®

Jeremy W. Mykulak, CFA®, CEPA®

Alex M. Elmore, CFP®, CLU®, CEPA®

Brittney Dick

Private Wealth Advisors

Van G. Price

Jon P. LeDoyen, CFP®, CEPA®, CIMA®

Jeremy W. Mykulak, CFA®, CEPA®

Alex M. Elmore, CFP®, CLU®, CEPA®

Brittney Dick

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Education

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Ready to sell your business?

Business owners are a rare breed

Business owners are a rare breed

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

One relationship. All of Private Wealth Management.

Institutional-level advice

Private Wealth Management

Strategic philanthropy

Institutional consulting

Wealth planning

Life after business

UBS Wealth Way

UBS Wealth Way

Liquidity

Liquidity

Longevity

Longevity

Legacy

Legacy

You. Connected.

You. Connected.

Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

Portfolio Advisory Group

Portfolio Advisory Group

Tailored family office services

Tailored family office services

Backed by the strength of UBS

A global leader in wealth management

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