Global leader
UBS is a world-leading wealth manager
How can we help bring your vision to life?
Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.
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.
Michael is a founding partner and relationship manager for Legacy Partners. He has provided financial advice to high net worth clients for over thirty years. He focuses on equity and fixed income portfolio management, asset allocation, alternative investments and risk management.
Michael received his B.S. in Finance from North Carolina State University.
Michael resides in Chicago with his daughters, Madelin and Emelia.
Paul is a relationship manager for Legacy Partners. He draws upon his thirty years of experience as a Certified Public Accountant and Wealth Advisor, assisting clients in business succession planning, estate minimization, philanthropic planning, and tax management.
Paul proudly served as the Investment Committee Chair - Board of Trustees for the $1.7B Presbyterian Church USA Foundation for eight years; and has chaired numerous investment, governance and development committees for non-profit organizations.
Paul received a B.S. in Accounting from the Kelley School of Business at Indiana University and a Certificate in Advanced Portfolio Management from DePaul University. He is a Certified Private Wealth Advisor (CPWA®) from the Yale School of Management, a Certified Exit Planning Advisor (CEPA) from the University of Chicago, a Chartered Retirement Plans Specialist (CRPS®), a Chartered Retirement Planning Counselor (CRPC®), and an Accredited Investment Fiduciary (AIF®).
Paul and his wife, Kimberly, reside in Barrington with their children, Connor, Jack & Jenna.
Randy is a founding partner and relationship manager for Legacy Partners. For over twenty five years, he has focused on equity and fixed income portfolio management, asset allocation, alternative investments and risk management.
Randy received his B.S. in Finance from Southern Illinois University and is a Certified Investment Management Analyst (CIMA®) from The Wharton School of Business.
Randy and his wife Maria, reside in Crystal Lake with their children. Ethan, Nora & Anna.
Serving as a relationship manager for the team, Ryan provides advice and guidance to affluent families and professionals. He employs the team’s strategic approach in helping clients address their complex financial needs and lay the foundation for pursuing their goals.
Ryan currently serves as the Treasurer of the University of Illinois – Chicago Letterman’s Club, and is the Founder and President of the Patrick Grange Memorial Foundation for ALS.
Ryan received a B.S. in Finance and Marketing from the University of Illinois – Chicago. He is a Certified Investment Management Analyst (CIMA®) from University of Chicago Booth School of Business, a Certified Exit Planning Advisor (CEPA) and a CERTIFIED FINANCIAL PLANNER (CFP®).
Ryan and his wife, Jennine, reside in Chicago with their children Isla and Greyson.
Ben's passion for helping clients make their financial lives better began in 1996. For over twenty five years, Ben has strived to understand the values that inspire his clients, their history, and, of course, where their wealth can take them. His goal is to help clients construct an actionable plan for their financial independence with a special focus on consistent cash flow.
Ben received a B.S. In Finance from Illinois Wesleyan University. He is a Certified Investment Management Analyst (CIMA®), a CERTIFIED FINANCIAL PLANNER (CFP®), a Certified Exit Planning Advisor (CEPA), and a Chartered Retirement Planning Counselor (CRPC®).
Ben and his wife, Lori, reside in Long Grove with their sons, Ryan and Drew.
Bill's focus is on high net worth asset management. He focuses on concentrated stock strategies, corporate finance activities, private equity investing, estate planning, family office and discretionary portfolio management.
Bill received a B.S. in Finance from the University of Illinois and his MBA from Northern Illinois University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst (CIMA®) via the Wharton School of Business, at the University of Pennsylvania.
Bill and his wife, Ingrida, reside in Aurora.
Michael is a founding partner and relationship manager for Legacy Partners. He has provided financial advice to high net worth clients for over thirty years. He focuses on equity and fixed income portfolio management, asset allocation, alternative investments and risk management.
Michael received his B.S. in Finance from North Carolina State University.
Michael resides in Chicago with his daughters, Madelin and Emelia.
Paul is a relationship manager for Legacy Partners. He draws upon his thirty years of experience as a Certified Public Accountant and Wealth Advisor, assisting clients in business succession planning, estate minimization, philanthropic planning, and tax management.
Paul proudly served as the Investment Committee Chair - Board of Trustees for the $1.7B Presbyterian Church USA Foundation for eight years; and has chaired numerous investment, governance and development committees for non-profit organizations.
Paul received a B.S. in Accounting from the Kelley School of Business at Indiana University and a Certificate in Advanced Portfolio Management from DePaul University. He is a Certified Private Wealth Advisor (CPWA®) from the Yale School of Management, a Certified Exit Planning Advisor (CEPA) from the University of Chicago, a Chartered Retirement Plans Specialist (CRPS®), a Chartered Retirement Planning Counselor (CRPC®), and an Accredited Investment Fiduciary (AIF®).
Paul and his wife, Kimberly, reside in Barrington with their children, Connor, Jack & Jenna.
Randy is a founding partner and relationship manager for Legacy Partners. For over twenty five years, he has focused on equity and fixed income portfolio management, asset allocation, alternative investments and risk management.
Randy received his B.S. in Finance from Southern Illinois University and is a Certified Investment Management Analyst (CIMA®) from The Wharton School of Business.
Randy and his wife Maria, reside in Crystal Lake with their children. Ethan, Nora & Anna.
Serving as a relationship manager for the team, Ryan provides advice and guidance to affluent families and professionals. He employs the team’s strategic approach in helping clients address their complex financial needs and lay the foundation for pursuing their goals.
Ryan currently serves as the Treasurer of the University of Illinois – Chicago Letterman’s Club, and is the Founder and President of the Patrick Grange Memorial Foundation for ALS.
Ryan received a B.S. in Finance and Marketing from the University of Illinois – Chicago. He is a Certified Investment Management Analyst (CIMA®) from University of Chicago Booth School of Business, a Certified Exit Planning Advisor (CEPA) and a CERTIFIED FINANCIAL PLANNER (CFP®).
Ryan and his wife, Jennine, reside in Chicago with their children Isla and Greyson.
Ben's passion for helping clients make their financial lives better began in 1996. For over twenty five years, Ben has strived to understand the values that inspire his clients, their history, and, of course, where their wealth can take them. His goal is to help clients construct an actionable plan for their financial independence with a special focus on consistent cash flow.
Ben received a B.S. In Finance from Illinois Wesleyan University. He is a Certified Investment Management Analyst (CIMA®), a CERTIFIED FINANCIAL PLANNER (CFP®), a Certified Exit Planning Advisor (CEPA), and a Chartered Retirement Planning Counselor (CRPC®).
Ben and his wife, Lori, reside in Long Grove with their sons, Ryan and Drew.
Bill's focus is on high net worth asset management. He focuses on concentrated stock strategies, corporate finance activities, private equity investing, estate planning, family office and discretionary portfolio management.
Bill received a B.S. in Finance from the University of Illinois and his MBA from Northern Illinois University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst (CIMA®) via the Wharton School of Business, at the University of Pennsylvania.
Bill and his wife, Ingrida, reside in Aurora.
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
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.
Comprehensives services for all aspects of your financial world
Many families with significant wealth demand a broad array of family office services. We can help bridge the generations within a family in order to create continuity and deliver services that are focused on preserving wealth and creating opportunities.
From estate planning strategies to business leadership transition to family dynamics, we offer the guidance you and your family need to make informed and confident financial decisions.
Understanding all aspects of your financial world
Our team provides comprehensive investment services including governance, asset allocation, manager selection, and implementation for a complete solution. We do this by focusing on three central tenets: asset preservation, simplicity and savings.
UBS Global Family Office
We provide access to a highly specialized team that seamlessly integrates comprehensive wealth management with institutional-level services and business opportunities for UHNW families and their family offices. Services include:
Customized investing for your specific situation
Investments are the way we make your plan work. Our goals-based investment philosophy allows for highly customized portfolios driven by a strategic wealth allocation process. We practice a balanced, non-proprietary investment strategy and believe that research, diversification, and risk monitoring are the foundation of financial success.
As we implement your investment strategy, we communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.
Tailored portfolio management
As active portfolio managers or by working with select money managers, we build custom portfolios from a broad array of investments that help match your objectives and risk preferences.
Asset allocation
Through our comprehensive due diligence and planning process, we gain a deep understanding of your financial picture so we help balance your tolerance for risk with your family’s goals, growth and income needs. This allows us to craft an asset allocation that supports your financial plan and seeks to limit risk and lower volatility.
Steady guidance for managing risk
By listening and aligning with your objectives, we focus on strategies that help mitigate risk. We communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.
Guidance throughout your business lifecycle
If you’re like most entrepreneurs, a substantial portion of your family wealth is invested in your business. Through financial planning and risk management strategies, we can help you address these challenges at each stage of your business maturity. When you are ready to transition, we will help you do so with confidence on your terms and schedule.
Growth strategies
We will help you understand opportunities to grow and expand your business by looking at your entire financial picture. This includes tax planning strategies, retirement plans, cash management, private capital sourcing, investments and banking and lending services.
Succession planning
If considering transitioning your business internally through a management buyout, sale to an ESOP, or an inter-family transfer, we can facilitate introductions to professional advisors with the dedicated expertise to assist you in executing on your chosen succession plan. We can work with CPAs and attorneys to help create customized cash flow models comparing the economic benefits of various tax-efficient succession scenarios.
Monetize your business
Understanding the current value of your business, its attractiveness to a potential buyer and your own readiness to exit are essential steps in the transition process. Our process incorporates detailed cash flow modeling, clearly illustrating various internal and external exit options. Some examples include selling to a strategic or financial buyer, utilizing a dividend recap, or selling to an ESOP.
Plan for life post-exit
We can help you develop a post-sale transition plan to ensure you are personally and financially ready for the next chapter in your life. We will help you transition from receiving a K-1 distribution or salary to living comfortably off your investment income. We’ll work with you in a one-on-one relationship to design and execute customized investment strategies based on your plan.
A goals-based approach for long-term success
With our diverse backgrounds, we provide an experienced perspective on both financial and legacy planning. Through our comprehensive planning process, we help prioritize your goals, establish your proper asset allocation, manage risk, and assess estate and charitable planning strategies.
Our planning process begins with a series of meaningful conversations. We then work with you to establish a comprehensive financial plan that prioritizes your goals.
How will you integrate all aspects of my financial life into one plan?
Private Wealth Management
As part of Private Wealth Management, we are able to connect you to firmwide experts, thought leaders and premier resources.
Global leader
UBS is a world-leading wealth manager
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
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