Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.
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.
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Managing Director
Head of Wealth Planning Strategists and Trust Consulting
Executive Director
Senior Strategist, East Division - Family Advisory and Philanthropy Services
NMLS #821627
Senior Wealth Management Banker, UBS Bank USA, N.A.
Executive Director
Lead Assoc,Sales & Marketing
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Managing Director
Head of Wealth Planning Strategists and Trust Consulting
Executive Director
Senior Strategist, East Division - Family Advisory and Philanthropy Services
NMLS #821627
Senior Wealth Management Banker, UBS Bank USA, N.A.
Executive Director
Lead Assoc,Sales & Marketing
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.
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.
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.
Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.
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.
