Your future. Your legacy.

How can we help bring your vision to life?

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At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.

Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Team photo 2022


Senior Vice President–Wealth Management

Certified Exit Planning Advisor

Paul serves as a relationship manager for the team providing advice and guidance to clients.  He draws upon his deep experience as a Certified Public Accountant and Wealth Advisor to assist clients in business succession planning, estate minimization, philanthropic planning, and tax management.

Paul proudly served as the Investment Committee Chair - Board of Trustees for the $1.7B Presbyterian Church USA Foundation for eight years; and has chaired numerous investment, governance and development committees for non-profit organizations.

Paul received a B.S. in Accounting from the Kelley School of Business at Indiana University and a Certificate in Advanced Portfolio Management from DePaul University.   He is a Certified Private Wealth Advisor (CPWA®) from the Yale School of Management, a Certified Exit Planning Advisor, a Chartered Retirement Plans Specialist (CRPS®), and a Chartered Retirement Planning Counselor (CRPC®).

Paul and his wife, Kimberly, reside in Barrington with their three children, Connor, Jack & Jenna.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VI
  • VT
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.

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


  • B.S. Accounting, Indiana University - Kelley School of Business
  • Yale School of Management
  • Certificate in Advanced Portfolio Management, DePaul University - Charles H. Kellstadt Graduate School of Business


  • Certified Exit Planning Advisor
  • Chartered Retirement Planning Counselor
  • Chartered Retirement Plans Specialist
  • Endowment & Foundation Consultant
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Long-term care planning
Estate planning strategies
Legacy planning
Exit planning
Alternative investments
Retirement Plan consulting
303 E Main Street
3rd Floor
Barrington, IL 60010
  • (847) 277-2133

Email Me

Paul E. Lee, CPWA, CEPA, CRPS, CRPC is also part of:
Legacy Partners | Barrington

A single touchpoint for all your financial needs

When it comes to what matters to you—your family, business and legacy—it’s more important than ever to have a partner you can trust to guide you forward.

A single touchpoint for all your financial needs

Your family

Your family

Your business

Your business

Your legacy

Your legacy

Partnering with resources across UBS, including the Global Family Office, the Family Office Services Group as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.

Given our experience helping entrepreneurs and founders launch, evolve and exit their companies, we believe our advice can add value at every stage.  From growth strategies and succession planning to business transition planning and post-liquidity wealth management, we will guide you every step of the way.

With our diverse backgrounds, we provide an experienced perspective on both financial and legacy planning. Through our comprehensive planning process, we help prioritize your goals, establish proper asset allocation, manage risk and assess estate and charitable planning strategies.

Our planning process begins with a series of meaningful conversations. We then work with you to establish a comprehensive financial plan that prioritizes your goals.

A focus on personalized access and service

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.

Customized investing for your specific situation

Investments are the way we make your plan work. Our goals-based investment philosophy allows for highly customized portfolios driven by a strategic wealth allocation process. We practice a balanced, non-proprietary investment strategy and believe that research, diversification, and risk monitoring are the foundation of financial success.

As we implement your investment strategy, we communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.

Portfolio management

Investment management

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Making sense of significant wealth

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.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager

$5.8+ trn

UBS Group invested assets
As of 03/31/2024


for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022