Paul E. Lee, CPWA, CEPA, CRPS, CRPC

Your family

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.

Your business

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.

Your legacy

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.

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.

Investment management

Through our comprehensive due diligence and planning process, we gain a deep understanding of your financial picture so we help balance your tolerance for risk with your family’s goals, growth and income needs. This allows us to craft an asset allocation that supports your financial plan and seeks to limit risk and lower volatility.

By listening and aligning with your objectives, we focus on strategies that help mitigate risk. We communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.

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.

Your future. Your legacy.

Advice. Beyond investing

Barrons has recognized us as a