Comprehensive solutions for founders

What’s your vision?

When you’re building a business, the questions are never-ending. Is it the right time to take money off the table? What steps should I take in advance of a sale? Now that we’ve sold, what does that mean for my family and our future? We can help you find the answers.

Whether you’re scaling your first business, exploring a sale or launching your third company, we can be a valuable resource. Call or email us today to discuss how we can apply our resources and experience to your unique situation.

Start the conversation

Launch. Grow. Exit your business.

We understand that when it comes to the business you have personally built, you're going to be invested at every level. From launching to growing to ultimately exiting your company our team can help you make smarter decisions each step of the way.

You’re selling within the year

Are you Qualified Small Business Stock (QSBS) eligible?
- If yes, let's maximize QSBS savings
- If no, what other strategies can you take advantage of?
Is there still time for advanced trust and entity structuring?^*
Cash flow modeling
Charitable Planning

You’re 3 years away from exiting

What can you do today to help minimize future taxes for you and your family?
Understanding QSBS opportunities and maximizing benefits
Understanding advanced trust structures and which make sense for your unique situation^*
Lending solutions
Charitable planning
Concentrated stock strategies for post-IPO

You’re considering an exit in the future

Whom would you like to benefit from the value you’re creating?
Explore gift and estate strategies to help maximize net proceeds from a sale to you and family
Put together a team to prepare the business and optimize value

Are you Qualified Small Business Stock (QSBS) eligible?
- If yes, let's maximize QSBS savings
- If no, what other strategies can you take advantage of?
Is there still time for advanced trust and entity structuring?^*
Cash flow modeling
Charitable Planning

What can you do today to help minimize future taxes for you and your family?
Understanding QSBS opportunities and maximizing benefits
Understanding advanced trust structures and which make sense for your unique situation^*
Lending solutions
Charitable planning
Concentrated stock strategies for post-IPO

Whom would you like to benefit from the value you’re creating?
Explore gift and estate strategies to help maximize net proceeds from a sale to you and family
Put together a team to prepare the business and optimize value

^{*Trust services are provided by UBS Trust Company, N.A. or another licensed trust company. UBS Trust Company, N.A. is an affiliate of UBS Financial Services Inc. and a subsidiary of UBS AG. Trust investments are not deposits or other obligations of, or guaranteed by, UBS Trust Company, N.A. or UBS AG or any of their affiliates. Trust investments involve investment risks, including possible loss of the principal}.

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.

Later stage entrepreneurs

Newly public entrepreneurs

Serial entrepreneurs

Private Market & Tech Sector

RSVP for Calendar Invite and Zoom Info

Douglas Monaster, Product Specialist OneBank Coverage - UBS
Vikram Kaushik, Global Banking - Americas TMT (Technology)

Private Market & Tech Sector

RSVP for Calendar Invite and Zoom Info

May 08 2024
11:00 AM-11:40 AM Pacific

Speakers

Douglas Monaster, Product Specialist OneBank Coverage - UBS
Vikram Kaushik, Global Banking - Americas TMT (Technology)

Supporting links

Private Market & Tech Sector Invite

Registration for this event

Please select the topics or the publications you are interested in:

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Case studies

See how we worked together with clients

Getting ready to exit?

What business owners need to know now to prepare for a successful sale

73% of business owners who recently sold their companies spent two years or less preparing to sell. Yet 81% said they wish they’d spent more time preparing. Gain insights from business owners who recently sold in our latest Investor Watch report, Wind in your sales.

See more insights now

The right advice can make all the difference

You've carefully planned for the future of your business, have you invested the same time and effort in planning for your own financial future?

Chuck Korasick, CFP®

Managing Director–Wealth Management

Private Wealth Advisor
Chuck Korasick, CFP®

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

310-734-2395
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- WY
- Dad to Avery & Ollie
- Avid snowboarder (most often in Park City, UT)
- George Mason University, BS
- Financial Planning Top 40 Financial Advisors Under 40, 2022, 2023The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 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.
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
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER™
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Warren Coughlin, CFP®

Senior Vice President–Wealth Management

Private Wealth Advisor
Warren Coughlin, CFP®

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

310-734-2395
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- WY
- Emerging philanthropist
- Marathon runner
- East coast origins
- George Mason University, BS
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 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.
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
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER™
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Robert Gach

Senior Vice President–Wealth Management

Private Wealth Advisor
Robert Gach

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

310-734-3905
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IL
- IN
- MA
- MD
- MS
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- Global traveler
- Philanthropist & community leader
- Economic market hobbyist
- MBA from the University of Southern California - Magna Cum Laude
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021The 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.
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
- Private Wealth Advisor
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Jonathan Schechter, CFP®

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
Jonathan Schechter, CFP®

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10171

310-734-3903
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WY
- Born and raised in NY, sports enthusiast, traveler and adventurer
- Focus on planning & portfolio management
- University of Southern California - Marshall School of Business
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
- University of Southern California (USC), Bachelor of Science in Business Administration
- University of California Los Angeles (UCLA), Certificate in Financial Planning
- CERTIFIED FINANCIAL PLANNER™
299 Park Avenue
New York, NY 10171
Jen Lechman

Authorized Officer

Team Administrator
Jen Lechman

Authorized Officer
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

310-734-3892
View bio
- AR
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WY
- Triathlete, marathon runner and world traveler
- Dedicated to exceptional client experience and process efficiency
- Kent State Graduate
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
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Susan Thomas

Client Associate
Susan Thomas

Client Associate

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

310-734-3943
View bio
- Hiking, Swimming, Yoga, Beach Lover
- Client Service Associate
- Passionately working at UBS since 1999
- West Los Angeles College
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
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Lizzie Belokonnyi

Client Associate
Lizzie Belokonnyi

Client Associate

UBS Financial Services Inc.

Private Wealth Management

131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

310-734-2474
View bio
- CA
- Tennis player, food and travel enthusiast
- LA native
- Registered Client Service Associate
- University of California Santa Barbara, BS
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
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212
Samantha Bloom

Client Associate
Samantha Bloom

Client Associate

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

310-734-0821
View bio
- Avid reader, world traveler, runner, LA Chess Club member
- Los Angeles native
- University of Southern California
Registered States:
CA
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
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

Chuck Korasick, CFP®

Managing Director–Wealth Management

Private Wealth Advisor
Chuck Korasick, CFP®

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

310-734-2395
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- WY
- Dad to Avery & Ollie
- Avid snowboarder (most often in Park City, UT)
- George Mason University, BS
- Financial Planning Top 40 Financial Advisors Under 40, 2022, 2023The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 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.
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
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER™
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Warren Coughlin, CFP®

Senior Vice President–Wealth Management

Private Wealth Advisor
Warren Coughlin, CFP®

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

310-734-2395
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- WY
- Emerging philanthropist
- Marathon runner
- East coast origins
- George Mason University, BS
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 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.
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
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER™
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Robert Gach

Senior Vice President–Wealth Management

Private Wealth Advisor
Robert Gach

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

310-734-3905
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IL
- IN
- MA
- MD
- MS
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- Global traveler
- Philanthropist & community leader
- Economic market hobbyist
- MBA from the University of Southern California - Magna Cum Laude
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021The 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.
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
- Private Wealth Advisor
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Jonathan Schechter, CFP®

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™
Jonathan Schechter, CFP®

Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

299 Park Avenue
New York, NY 10171

310-734-3903
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WY
- Born and raised in NY, sports enthusiast, traveler and adventurer
- Focus on planning & portfolio management
- University of Southern California - Marshall School of Business
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
- University of Southern California (USC), Bachelor of Science in Business Administration
- University of California Los Angeles (UCLA), Certificate in Financial Planning
- CERTIFIED FINANCIAL PLANNER™
299 Park Avenue
New York, NY 10171
Jen Lechman

Authorized Officer

Team Administrator
Jen Lechman

Authorized Officer
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

310-734-3892
View bio
- AR
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WY
- Triathlete, marathon runner and world traveler
- Dedicated to exceptional client experience and process efficiency
- Kent State Graduate
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
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Susan Thomas

Client Associate
Susan Thomas

Client Associate

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

310-734-3943
View bio
- Hiking, Swimming, Yoga, Beach Lover
- Client Service Associate
- Passionately working at UBS since 1999
- West Los Angeles College
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
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
Lizzie Belokonnyi

Client Associate
Lizzie Belokonnyi

Client Associate

UBS Financial Services Inc.

Private Wealth Management

131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

310-734-2474
View bio
- CA
- Tennis player, food and travel enthusiast
- LA native
- Registered Client Service Associate
- University of California Santa Barbara, BS
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
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212
Samantha Bloom

Client Associate
Samantha Bloom

Client Associate

UBS Financial Services Inc.

Private Wealth Management

2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

310-734-0821
View bio
- Avid reader, world traveler, runner, LA Chess Club member
- Los Angeles native
- University of Southern California
Registered States:
CA
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
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

Backed by the strength of UBS

A global leader in wealth management

Global Equity Research

Institutional Investor, 2021 Global Rankings

^$5+ trillion

In invested assets globally
As of 11/07/2023

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

Insights

Start the conversation

Are you a UBS Client?

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Comprehensive solutions for founders

Presidio Partners

What’s your vision?

Launch. Grow. Exit your business.

Launch. Grow. Exit your business.

You’re selling within the year

You’re selling within the year

You’re 3 years away from exiting

You’re 3 years away from exiting

You’re considering an exit in the future

You’re considering an exit in the future

A focus on personalized access and service

Later stage entrepreneurs

Newly public entrepreneurs

Serial entrepreneurs

Private Market & Tech Sector

Private Market & Tech Sector

Speakers

Supporting links

Registration for this event

Thank you.

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Case studies

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Getting ready to exit?

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The right advice can make all the difference

Chuck Korasick, CFP®

Warren Coughlin, CFP®

Robert Gach

Jonathan Schechter, CFP®

Jen Lechman

Susan Thomas

Lizzie Belokonnyi

Samantha Bloom

Chuck Korasick, CFP®

Warren Coughlin, CFP®

Robert Gach

Jonathan Schechter, CFP®

Jen Lechman

Susan Thomas

Lizzie Belokonnyi

Samantha Bloom

*

*

Education

Credentials

*

*

Education

Credentials

*

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Backed by the strength of UBS

A global leader in wealth management

Insights

Thank you for contacting us.

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