Meaningful connections for your lifelong plan

Private Wealth Management

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

Woman Cityscape

Defining your priorities. Pursuing what matters.

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.

Guiding founders and business owners

Guiding founders and business owners

Advice for business owners

Advice for business owners

woman

Empowering women

Managing wealth is our craft

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.

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.

Business owners are a rare breed

You’re selling within the year

You’re selling within the year

You’re 3 years away from exiting

You’re 3 years away from exiting

You’re considering an exit in 5 years

You’re considering an exit in 5 years

  • 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 who can help create competitive tension among prospective buyers and meet with potential acquirers, review offers and negotiate the sale
  • When appropriate, prepare employees and managers for the transition
  • Think about what’s  next for you and your future, after the sale
Learn more

  • 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

  • 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

Insights

Mally Burton

Financial Advisor

Certified Private Wealth Advisor®

• Passionate about female-led brands and businesses
• Holds Accredited Wealth Management Advisor™SM and Certified Private Wealth Advisor® designations
• Aspiring chef and mixologist
• Enjoys staying active, be it a daily Peloton run, golf while travelling, or skiing with friends
• Vanderbilt University, BS

Registered States:
  • AR
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • IL
  • MA
  • MD
  • MI
  • NC
  • NH
  • NV
  • NY
  • PA
  • SD
  • TN
  • TX
  • VA
  • WA
  • WY

  • 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

Credentials

  • Certified Private Wealth Advisor®

Financial planning
Retirement planning
Exit planning
Business succession
Investing
Women investors
Business Owners
Entrepreneurs
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
  • (310) 734-3902

Email Me

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2022

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

Insights