Vision. Strategy. Action.

Private Wealth Management

Experienced. Focused. Customized.

For more than two decades, our team members have advised private company founders, public company executives, and non-profit institutions to reach their goals and scale new peaks.

Our Ultra High Net Worth clients are nationwide leaders of cutting-edge technology enterprises as well as iconic corporations with decades of success. Our relationships span the life cycle: managing a concentrated equity stake, positioning for a liquidity event, and providing solutions after an exit or as an effort to diversify.

What our clients share is a desire to thoughtfully and intelligently manage their wealth and its impact on the next generation and their philanthropic passions. Our mandate is to see their vision, formulate the strategy, and execute the plan.

Our multi-generational team is focused and seasoned with a low client/advisor ratio: our Advisors bring an average of more than 15 years of wealth management experience, our dedicated planning specialist helps navigate trust and estate complexities, and our colleagues aspire to provide compelling investment opportunities and exceptional service.

We are also backed by the global resources of UBS, which is one of the world's largest investment firms with more than $5 trillion of assets under supervision. And you can take comfort in knowing that wealth management is our core business, accounting for 60 percent of the firm's revenue and profit.

Whether you are building a great organization or it is part of your legacy, we would like to learn more about your story and share ours.

The access and opportunity of Private Wealth Management

When it comes to caring for the family you love, the business you’ve built and the legacy you hope others will value, we believe connection is the key to transforming ideas into actions. As a UBS Private Wealth Management team, we're positioned to access all that UBS offers—locally and globally—to connect you to the premier services, solutions and support to help you achieve all of your goals.

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John F. Hanley, CFA

Managing Director–Wealth Management

Private Wealth Advisor
View bio
- CA
- CO
- DC
- DE
- FL
- IL
- IN
- MA
- MD
- MN
- NC
- NY
- OH
- PA
- SC
- TX
- VA
- WA
- WI
- WY
John is a lead adviser for a select number of our clients, bringing more than 20 years of wealth management experience at UBS and Goldman Sachs. He also draws on his previous career as a financial journalist at Reuters News Agency to deliver clear, objective, and analytical advice to our clients. John received a BS in Journalism from the University of Illinois, Urbana-Champaign, and an MBA from Duke University. John holds the Chartered Financial Analyst (CFA) designation and is an Eagle Scout. He is also a Board member of the American Kidney Fund (AKF) where he is Treasurer and Chair of its Finance Committee, overseeing its endowment. With 37 million Americans living with kidney disease, most who don't know it, AKF is the only organization that takes a comprehensive approach to ending this devastating illness. He is also a member of the DC Advisory Council for the U.S. Soccer Foundation, which helps children in underserved communities reach their full potential, improve their well being, and live healthier lives. John holds the Institutional Consultant designation as part of the UBS Institutional Consulting Program for non-profit organizations. John and his wife, Amy, live in Alexandria, VA, with their three daughters.
- Duke University, The Fuqua School of Business, MBA: 1999 - 2001
- New York University, Certificate in International Studies: 1990 - 1992
- University of Illinois, Urbana-Champaign, B.S., Journalism: 1985 - 1989
- Private Wealth Advisor
- Chartered Financial Analyst®
- Institutional Consultant, UBS Institutional Consulting Program
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005
Colin McKay

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- CA
- CO
- DC
- DE
- FL
- IL
- IN
- MA
- MD
- MN
- NC
- NY
- OH
- PA
- SC
- TX
- VA
- WA
- WI
- WY
Colin manages client relationships with successful entrepreneurs and company founders as a senior member of our team, bringing unique insight and counsel as a former investment banker. He has more than 20 years of financial markets experience that most recently was highlighted by a decade at Goldman Sachs, before joining UBS in 2020. As a Private Wealth Advisor, Colin guides our clients on pre-liquidity planning opportunities and manages their multi-asset class investment portfolios. Prior to Goldman Sachs, Colin was a Managing Director in Investment Banking at Piper Jaffray in San Francisco where he advised technology company executive teams and Boards on capital raising and mergers and acquisitions. Colin received his BA in History from the University of Virginia and his MBA from the Tuck School of Business at Dartmouth. Colin lives in Chevy Chase, MD, with his wife and four children.
- University of Virginia, B.A., History: 1990 - 1994
- Dartmouth College, The Tuck School of Business, MBA: 1998 - 2000
- Private Wealth Advisor
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005
Michael Francis

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- CA
- CO
- DC
- DE
- FL
- IL
- IN
- MA
- MD
- MN
- NC
- NJ
- NY
- OH
- PA
- SC
- TX
- VA
- WA
- WI
- WY
Michael is a senior leader on our team with responsibility for managing client relationships. His military background and business experience have proven valuable in advising entrepreneurs and founders on navigating growth initiatives and reaching their objectives. He joined UBS in 2020 after a decade at Goldman Sachs advising entrepreneurs, wealthy families and institutions on investing, risk management, and capital markets. Michael graduated with merit from the U.S. Naval Academy and spent five years as a naval officer aboard the USS Elrod (FFG 55) deploying to the eastern Mediterranean, and as Force logistics officer at Explosive Ordnance Disposal Mobile Unit Three in San Diego. After his naval service, Michael worked for the senior management team of Accredited in sales and capital markets before earning an MBA from UCLA Anderson School of Business.
- United States Naval Academy, Graduated with Merit: 1995 - 1999
- UCLA, Anderson School of Management, MBA: 2007 - 2009
- Private Wealth Advisor
2107 Route 34
Suite 102
Wall, NJ 07719
Karlyn J. Wright

Director

Wealth Planning Specialist
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Karlyn coordinates all key planning considerations for our clients and helps manage that process with their accountants and attorneys and our Private Wealth Advisors. This unique and critically important approach results in an integrated and streamlined experience, while drawing on the broad and deep resources of UBS. Karlyn helps our clients maximize tax efficiency as they accomplish their financial goals. Her advice is focused on estate and gift tax planning, income tax planning, pre-transaction planning, philanthropy, and asset protection. Prior to joining UBS, Karlyn was a Vice President in the Goldman Sachs Family Office – Wealth Advisory Services. She began her career providing comprehensive tax advice to high-net-worth clients as a Director in the Personal Financial Services group at PwC. Karlyn earned a Juris Doctorate from Rutgers School of Law and a BA from Lafayette College in Government & Law and Economics & Business. At Lafayette, she was a four-year starter and two-time captain of the Women’s Softball Team. Karlyn and her husband, Bob, live outside Philadelphia with their three children.
- Lafayette College, B.A., Government and Law, Economics and Business: 1992 - 1996
- Rutgers Law School, JD: 1997 - 2000
- Wealth Planning Specialist
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005
Louis McCabe

Associate Director

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Louis spearheads client portfolio management for the team, including asset allocation, manager selection for public and private markets, and robust quantitative analysis. Armed with his comprehensive training at PwC and at Goldman Sachs, Louis joined UBS Private Wealth Management in 2020. Previously, Louis was an Associate in Private Wealth Management at Goldman Sachs where he advised high-net worth family groups, foundations and endowments on portfolio construction and investment implementation. Louis began his career in public accounting at PwC after receiving his BS in Economics and Finance from George Washington University.
- George Washington University, B.S., Economics and Finance: 2011 - 2015
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
Jamie Meade

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Jamie manages daily oversight and investment management of client relationships for the team and is instrumental in the asset allocation, manager selection, and portfolio construction. Jamie joined UBS in 2020 after graduating with distinction from Colby College where he earned his BA in Economics with a concentration in financial markets. While at Colby, Jamie was a member of the lacrosse team, an economics tutor, and a member of the student investment association. He completed the Business Bridge Program at the Tuck School of Business at Dartmouth and interned at an institutional investment consulting firm where he worked closely with large foundations and endowments.
- Colby College, B.A., Economics - Financial Market Concentration: 2016 - 2020
- Dartmouth College, The Tuck School of Business, Business Bridge Program: 2019
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

Jack M. O'Connor

Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Our clients rely on Jack for all service, operational, and administrative issues as he coordinates with the rest of the team and the firm's PWM service specialists. Jack's previous role in supporting all UBS teams in the Washington, DC, office as a central resource instilled the essential skills. Jack joined UBS in 2021 as a Branch Service Associate and Tech Liaison where he fulfilled operational and administrative duties for wealth management teams across the Mid-Atlantic market. Jack attended the University of Maryland where he studied finance at the Robert H. Smith School of Business. He also worked as a Data Analyst for Pro Football Focus, a company that provides cutting-edge statistical analysis to all 32 NFL franchises, 102 Division I programs, ESPN, and NBC.
- University of Maryland - Robert H. Smith School of Business, B.S., Finance: 2017 - 2021
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005
Charlotte Von Claparede-Crola

Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Charlotte provides experienced leadership for our client engagement by overseeing daily operations, administration, and service. She provides individual, proactive communication with our clients and acts as a liaison with our Advisors and the broader UBS resources. Her focus is on constantly trying to improve the client experience. Charlotte originally joined UBS in 2021 and has been a Client Service Associate since 2017. She previously worked at Morgan Stanley and Janney Montgomery Scott. Charlotte graduated from Hollins University in 2016 and is fluent in German and French.
- Hollins University, BA: 2016
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

John F. Hanley, CFA

Managing Director–Wealth Management

Private Wealth Advisor
View bio
- CA
- CO
- DC
- DE
- FL
- IL
- IN
- MA
- MD
- MN
- NC
- NY
- OH
- PA
- SC
- TX
- VA
- WA
- WI
- WY
John is a lead adviser for a select number of our clients, bringing more than 20 years of wealth management experience at UBS and Goldman Sachs. He also draws on his previous career as a financial journalist at Reuters News Agency to deliver clear, objective, and analytical advice to our clients. John received a BS in Journalism from the University of Illinois, Urbana-Champaign, and an MBA from Duke University. John holds the Chartered Financial Analyst (CFA) designation and is an Eagle Scout. He is also a Board member of the American Kidney Fund (AKF) where he is Treasurer and Chair of its Finance Committee, overseeing its endowment. With 37 million Americans living with kidney disease, most who don't know it, AKF is the only organization that takes a comprehensive approach to ending this devastating illness. He is also a member of the DC Advisory Council for the U.S. Soccer Foundation, which helps children in underserved communities reach their full potential, improve their well being, and live healthier lives. John holds the Institutional Consultant designation as part of the UBS Institutional Consulting Program for non-profit organizations. John and his wife, Amy, live in Alexandria, VA, with their three daughters.
- Duke University, The Fuqua School of Business, MBA: 1999 - 2001
- New York University, Certificate in International Studies: 1990 - 1992
- University of Illinois, Urbana-Champaign, B.S., Journalism: 1985 - 1989
- Private Wealth Advisor
- Chartered Financial Analyst®
- Institutional Consultant, UBS Institutional Consulting Program
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005
Colin McKay

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- CA
- CO
- DC
- DE
- FL
- IL
- IN
- MA
- MD
- MN
- NC
- NY
- OH
- PA
- SC
- TX
- VA
- WA
- WI
- WY
Colin manages client relationships with successful entrepreneurs and company founders as a senior member of our team, bringing unique insight and counsel as a former investment banker. He has more than 20 years of financial markets experience that most recently was highlighted by a decade at Goldman Sachs, before joining UBS in 2020. As a Private Wealth Advisor, Colin guides our clients on pre-liquidity planning opportunities and manages their multi-asset class investment portfolios. Prior to Goldman Sachs, Colin was a Managing Director in Investment Banking at Piper Jaffray in San Francisco where he advised technology company executive teams and Boards on capital raising and mergers and acquisitions. Colin received his BA in History from the University of Virginia and his MBA from the Tuck School of Business at Dartmouth. Colin lives in Chevy Chase, MD, with his wife and four children.
- University of Virginia, B.A., History: 1990 - 1994
- Dartmouth College, The Tuck School of Business, MBA: 1998 - 2000
- Private Wealth Advisor
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005
Michael Francis

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- CA
- CO
- DC
- DE
- FL
- IL
- IN
- MA
- MD
- MN
- NC
- NJ
- NY
- OH
- PA
- SC
- TX
- VA
- WA
- WI
- WY
Michael is a senior leader on our team with responsibility for managing client relationships. His military background and business experience have proven valuable in advising entrepreneurs and founders on navigating growth initiatives and reaching their objectives. He joined UBS in 2020 after a decade at Goldman Sachs advising entrepreneurs, wealthy families and institutions on investing, risk management, and capital markets. Michael graduated with merit from the U.S. Naval Academy and spent five years as a naval officer aboard the USS Elrod (FFG 55) deploying to the eastern Mediterranean, and as Force logistics officer at Explosive Ordnance Disposal Mobile Unit Three in San Diego. After his naval service, Michael worked for the senior management team of Accredited in sales and capital markets before earning an MBA from UCLA Anderson School of Business.
- United States Naval Academy, Graduated with Merit: 1995 - 1999
- UCLA, Anderson School of Management, MBA: 2007 - 2009
- Private Wealth Advisor
2107 Route 34
Suite 102
Wall, NJ 07719
Karlyn J. Wright

Director

Wealth Planning Specialist
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Karlyn coordinates all key planning considerations for our clients and helps manage that process with their accountants and attorneys and our Private Wealth Advisors. This unique and critically important approach results in an integrated and streamlined experience, while drawing on the broad and deep resources of UBS. Karlyn helps our clients maximize tax efficiency as they accomplish their financial goals. Her advice is focused on estate and gift tax planning, income tax planning, pre-transaction planning, philanthropy, and asset protection. Prior to joining UBS, Karlyn was a Vice President in the Goldman Sachs Family Office – Wealth Advisory Services. She began her career providing comprehensive tax advice to high-net-worth clients as a Director in the Personal Financial Services group at PwC. Karlyn earned a Juris Doctorate from Rutgers School of Law and a BA from Lafayette College in Government & Law and Economics & Business. At Lafayette, she was a four-year starter and two-time captain of the Women’s Softball Team. Karlyn and her husband, Bob, live outside Philadelphia with their three children.
- Lafayette College, B.A., Government and Law, Economics and Business: 1992 - 1996
- Rutgers Law School, JD: 1997 - 2000
- Wealth Planning Specialist
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005
Louis McCabe

Associate Director

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Louis spearheads client portfolio management for the team, including asset allocation, manager selection for public and private markets, and robust quantitative analysis. Armed with his comprehensive training at PwC and at Goldman Sachs, Louis joined UBS Private Wealth Management in 2020. Previously, Louis was an Associate in Private Wealth Management at Goldman Sachs where he advised high-net worth family groups, foundations and endowments on portfolio construction and investment implementation. Louis began his career in public accounting at PwC after receiving his BS in Economics and Finance from George Washington University.
- George Washington University, B.S., Economics and Finance: 2011 - 2015
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
Jamie Meade

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Jamie manages daily oversight and investment management of client relationships for the team and is instrumental in the asset allocation, manager selection, and portfolio construction. Jamie joined UBS in 2020 after graduating with distinction from Colby College where he earned his BA in Economics with a concentration in financial markets. While at Colby, Jamie was a member of the lacrosse team, an economics tutor, and a member of the student investment association. He completed the Business Bridge Program at the Tuck School of Business at Dartmouth and interned at an institutional investment consulting firm where he worked closely with large foundations and endowments.
- Colby College, B.A., Economics - Financial Market Concentration: 2016 - 2020
- Dartmouth College, The Tuck School of Business, Business Bridge Program: 2019
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005
Jack M. O'Connor

Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Our clients rely on Jack for all service, operational, and administrative issues as he coordinates with the rest of the team and the firm's PWM service specialists. Jack's previous role in supporting all UBS teams in the Washington, DC, office as a central resource instilled the essential skills. Jack joined UBS in 2021 as a Branch Service Associate and Tech Liaison where he fulfilled operational and administrative duties for wealth management teams across the Mid-Atlantic market. Jack attended the University of Maryland where he studied finance at the Robert H. Smith School of Business. He also worked as a Data Analyst for Pro Football Focus, a company that provides cutting-edge statistical analysis to all 32 NFL franchises, 102 Division I programs, ESPN, and NBC.
- University of Maryland - Robert H. Smith School of Business, B.S., Finance: 2017 - 2021
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005
Charlotte Von Claparede-Crola

Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Charlotte provides experienced leadership for our client engagement by overseeing daily operations, administration, and service. She provides individual, proactive communication with our clients and acts as a liaison with our Advisors and the broader UBS resources. Her focus is on constantly trying to improve the client experience. Charlotte originally joined UBS in 2021 and has been a Client Service Associate since 2017. She previously worked at Morgan Stanley and Janney Montgomery Scott. Charlotte graduated from Hollins University in 2016 and is fluent in German and French.
- Hollins University, BA: 2016
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

One relationship. All of Private Wealth Management.

Guiding founders and business owners

No two businesses are the same and no two founders are, either. For years we’ve worked alongside successful entrepreneurs and founders as they’ve taken their companies full circle.

From startup to rapid growth to liquidity, we understand your challenges and have the experience, resources and connections to help you plan proactively and make smarter decisions about how best to monetize your company.

Advising corporate executives

As a successful executive, you understand the importance of careful and robust planning and the right personal wealth management advice.

Whether you are in your wealth building years or contemplating an exit from corporate life, looking for guidance on managing concentrated positions or stock options, we are well versed in the issues and opportunities that may shape your decisions. By helping you construct a disciplined plan that moves you toward your personal and business goals, we can help you enhance and preserve your success, today and for many years to come.

Institutional-level advice

Our team has guided successful individuals, families, corporations and not-for-profit organizations in making the best financial decisions in every type of market environment.

Our clients have benefitted from both our strategic understanding of complex wealth, as well as the deep problem-solving expertise we bring to families, foundations, associations and endowments throughout the country.

As Private Wealth Advisors and Institutional Consultants, our experience and training provide an ongoing source of insight and collaboration.

Delivering opportunity through collaboration

UBS Private Wealth Management
Specialized centers of excellence provide you and your family with the expertise that is most relevant to your wealth and goals. Their insights focus on broad themes and trends as well as successful tactical ideas and strategies.

You’re selling within the year

Finalize your trust and estate strategies
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 to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
As needed, prepare employees and managers for the transition
Think about what’s next for you and your future, after the sale

Learn more

Connect with us

Advanced Planning

The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.

Portfolio Advisory Group

Specialists intensely focused on constructing customized investment portfolios to help address your specific needs. The team’s hallmarks include sophisticated quantitative analysis, research-driven asset allocation and tailored portfolio construction advice.

Finalize your trust and estate strategies
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 to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
As needed, prepare employees and managers for the transition
Think about what’s next for you and your future, after the sale

Learn more

Connect with us

Trends and Perspectives

Personal planning for start-up founders

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.

Read report

How should I be positioned?

A discussion with Rick Rieder (BlackRock) and Jason Draho (UBS CIO) on the road ahead for monetary policy, the economy and the markets, including considerations when it comes to positioning across multiple asset classes.

Listen now

Workplace Wealth Solutions

Creating a truly rewarding workplace

Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.

Let's talk

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

Best

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

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

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McKay, Hanley, Francis & Wright

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The access and opportunity of Private Wealth Management

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John F. Hanley, CFA

Colin McKay

Michael Francis

Karlyn J. Wright

Louis McCabe

Jamie Meade

Jack M. O'Connor

Charlotte Von Claparede-Crola

John F. Hanley, CFA

Colin McKay

Michael Francis

Karlyn J. Wright

Louis McCabe

Jamie Meade

Jack M. O'Connor

Charlotte Von Claparede-Crola

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