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Strategies for business owners and entrepreneurs

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What Matters Most

The best advice begins with understanding what matters most.

Every family has a different story, different priorities and its own way of making decisions. Before discussing investments, I spend time understanding the people, values and goals behind them.

Investment decisions are part of a much broader picture. Business ownership, liquidity planning, estate considerations, philanthropy and family priorities often influence one another. I work closely with clients and their attorneys, accountants and other advisors so those conversations support a common direction.

The relationships that matter most develop over time. Families enter new chapters. Businesses change. New opportunities emerge. My role is to remain a consistent source of perspective through each stage, helping clients approach important decisions with confidence and a long-term view.

Luis Zabala Hines, CFA

Vice President–Wealth Management

Luis Zabala Hines is a Wealth Advisor with UBS Private Wealth Management in New York. He advises entrepreneurs, business owners and multigenerational families as they make the financial decisions that shape their businesses, their wealth and future generations.

His work includes investment strategy, liquidity planning, lending, estate and tax considerations, philanthropy and business transitions. He works closely with clients and their attorneys, accountants and other professional advisors to bring those conversations together within a long-term framework that reflects each family’s goals and priorities.

Having grown up internationally and built his career in the United States, Luis brings an appreciation for the different perspectives that shape family decision making. He works with clients whose personal, business and financial lives often extend across multiple jurisdictions while serving families throughout the United States.

Before joining UBS, Luis worked at Morgan Stanley Private Wealth Management. He is a CFA charterholder, earned a Bachelor of Science in Finance from Babson College and holds an Executive MBA from Columbia Business School.

Registered States:
  • AR
  • CA
  • FL
  • MA
  • NC
  • NJ
  • NV
  • NY
  • PA
  • SD
  • TX
  • VA

Education

  • MBA, Columbia Business School
  • B.S in Business Administration, Finance, Babson College

Credentials

  • Private Wealth Advisor
  • Chartered Financial Analyst

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Entrepreneurs
Business Owners
Multi-generational families
Family Offices
1285 Avenue Of The Americas
New York, NY 10019

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Connecting you to the deep resources of UBS

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.

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Navigating opportunities across your enterprise

Partnering with resources across UBS, including UBS Family Office Solutions as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.

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Philanthropy

What are the causes you are passionate about? Whatever your objectives, we can help you explore new and innovative ways to make a positive impact on the world. Through our network and the UBS Family Advisory and Philanthropy Services, we’ll work with you and family members to help provide education on philanthropy, practical solutions and tax-efficient investment strategies for creating a meaningful and lasting legacy.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

Global leader

UBS is a leading and truly global wealth manager

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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