200+
Collective years of experience
Legacy Partners Wealth Management exists to empower tech innovators, entrepreneurs, and business owners—especially those navigating significant liquidity events—to build enduring wealth and family legacies. With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. With deep expertise in multi-generational planning and relationships spanning 40–50 years, we deliver personalized strategies that help secure futures and honor family values. As two of team members hold the CERTIFIED FINANCIAL PLANNER® designation, our team combines Silicon Valley insight with a commitment to long-term relationships, working to ensure clients thrive through every stage of life by creating a financial plan tailored to your needs.
Family is at the heart of everything we do—yours and ours. As a team bound by real family ties, we dedicate ourselves to helping your family achieve its dreams.
No matter where you are on your financial journey, we're here to help. Contact our team to learn how personalized advice, thoughtful planning and tailored strategies can help you pursue your financial goals with confidence.
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.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
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.
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.
Travis Kelce is a 3X Super Bowl Champion and a future Hall of Famer, playing Tight End for the Kansas City Chiefs. Watch him hear pitches from two companies and find out who’ll get the funding to take their business to the next level.
UBS and entrepreneurs
Entrepreneurs encounter shifting opportunities and challenges throughout their business lifecycles.
At UBS, we work alongside entrepreneurs wherever they stand: from company formation and growth to exit, succession and
managing wealth. Our exclusive networks connect entrepreneurs with peers worldwide, enabling them to exchange ideas and unlock new opportunities.
At Legacy Partners, expertise and trust run deep. Led by Andrew and Nick—both Financial Advisors and Certified Financial Planners—the team brings decades of experience in multi-generational wealth planning, with client relationships spanning 40–50 years. We strive to ensure continuity and confidence for families across generations.
Our stability and forward-looking approach, is supported by our seasoned staff—including multiple CSAs, WSA, and TA —we strive to deliver a boutique family office experience tailored to each client’s unique needs, backed by the global resources and capabilities of UBS.
Our hallmark is our service: personalized attention, helping provide proactive protection strategies against market and cyber risks, and a commitment to building lasting legacies. With depth, expertise, and a family-first mindset, we hope to make what may seem complex wealth management, simple and secure.
Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER
Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER
Senior Wealth Strategy Associate
Authorized Officer
Team Administrator
Senior Registered Client Associate
Senior Wealth Strategy Associate
Client Associate
Client Associate
Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER
Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER
Senior Wealth Strategy Associate
Authorized Officer
Team Administrator
Senior Registered Client Associate
Senior Wealth Strategy Associate
Client Associate
Client Associate
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.
200+
Collective years of experience
2.3 Billion
Assets under management
8 person
seasoned team
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
