$5.9+ trn
UBS Group invested assets
As of 06/30/2024
For over 35 years, THE MIDTOWN GROUP has solved the personal financial challenges faced by executives, business owners, founders, and affluent families.
Our primary objectives are to help you make work optional while coaching you and your loved ones on how to be good stewards of generational wealth. When we first start working together, we will help you articulate your family's values and priorities into an actionable plan. The lens through which we execute spans four interconnected planning areas: wealth enhancement, wealth preservation, intergenerational transfer, and charitable giving.
In addition to offering access to institutional-quality portfolios, customized borrowing solutions, and exclusive investment opportunities, we emphasize the importance of tax & estate planning for your family's long-term success. To accomplish this, we leverage UBS's global resources, our network of specialists, and our own experience to educate you on the risks and benefits of executing specific strategies.
Senior Vice President–Wealth Management
Senior Portfolio Manager
Senior Vice President–Wealth Management
Corporate Stock Benefit Consultant
Wealth Strategy Associate
Client Associate
Senior Vice President–Wealth Management
Senior Portfolio Manager
Senior Vice President–Wealth Management
Corporate Stock Benefit Consultant
Wealth Strategy Associate
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.
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.
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.
Erik Seeney, Wealth Planning Strategist, UBS is joined by Lisa Snyder, Wealth Planning Strategist, UBS who will share key insights that include: Warning signs for wealthy families facing the ‘third generation rule’, How families can prepare future generations for the transfer of wealth, and Creating a culture of gratitude within multi-generational wealthy families.
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice
Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.
