At The Mahoney Group, we are driven to be passionate students of the markets and have immersed ourselves in the analytics of investing for the last 30 years. To us, identifying smart solutions for our clients takes a meticulous investment acumen balanced with planning, “outside the box” thinking and looking for the right opportunities at the right time.
As an accomplished UBS Private Wealth Management team, we primarily guide a select group of private company founders and their families through the early preparation, long-term planning and management of their exit liquidity. While many have come to us for this knowledge, we view their business transition within the larger scope of a purpose-driven wealth and legacy plan. We integrate all goals into that plan—from estate planning, wealth transfer and philanthropic strategies to sustainable and socially responsible investing. Given significant level of success and sophistication of our clients, we believe they truly value our clear communication, dedication to relationships and most importantly, our independent approach to portfolio structuring and oversight.
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.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
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.
Senior Vice President–Wealth Management
Vice President–Wealth Management
Financial Advisor
Client Associate
Senior Vice President–Wealth Management
Vice President–Wealth Management
Financial Advisor
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.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
