$5+ trillion
In invested assets globally
As of 11/07/2023
“Our process helps educate business owners on the viability of their business and tax-efficient exit strategies so they can preserve and pass on the wealth they’ve worked hard to create.”
— MPI Wealth Management
Focusing on business transition planning, wealth transfer and post-liquidity wealth management, our team brings the global resources of UBS to the local level. With nearly 20 years of experience helping individuals and families, we know the importance of running a disciplined process when evaluating the most tax-efficient ways to monetize a business, execute a transition and plan your post-exit life.
Why choose us?
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
$5+ trillion
In invested assets globally
As of 11/07/2023
Global leader
UBS is a world-leading wealth manager
#1
Serving Business Owners
Euromoney Private Banking and Wealth Management Survey, 2020