$5.9+ trn
UBS Group invested assets
As of 06/30/2024
If you’re like most entrepreneurs, executives and early-employees a substantial portion of your family wealth is invested in your company. For this cohort so much time and effort is spent growing the business while personal planning often takes a back seat.
We bring an experienced perspective and level of understanding of the complex opportunities and challenges faced by today’s start-up community. Our mission is to provide thoughtful solutions to all aspects of your wealth planning - while striving to deliver it with the highest level of service and integrity. Our involvement in the very early stages of your planning can add important insight into helping you build and sustain significant wealth for your family, business and community.
February 26 2025
4:00 PM-5:00 PM Eastern
Whether you’re scaling your first business, exploring an exit or launching your second venture, we can be a valuable resource. Experience has shown the how right advice can make all the difference.
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Financial Advisor
Senior 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.
Timing is everything. Estate and income tax planning prior to an initial public offering (IPO) will require the time and attention of a business owner but can result in significant tax savings for the family.
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.
We can help you plan for it.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?
We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
More than 160 years
offering financial advice
