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 Stock Lending

RSVP for Calendar Invite and Microsoft Teams Link

Steve Studnicky, Global Banking – UBS

Case studies

See how we worked together with clients

Leveraging tax saving opportunities for tech founders

Find out how Presidio Partners identified estate plan gaps and tax saving opportunities.

Learn more

Pre-sale planning helps create a successful transition

Find out how we helped simplify our client's finances, address potential risks and create a smooth business transition with our end-to-end process.

Read the case study

Founder buys dream home, keeps his capital working

Find out how we leveraged innovating financing to help our client.

Learn more

Finding greater yields for corporate accounts

Find out how Presidio Partners made enhanced returns a reality.

Read how we helped

Turning business success into charitable impact

Find out how we leveraged tax-efficient financial planning to help our client.

Learn more

Resources

UBS Family Office Quarterly

First Quarter 2025
A Family Office Solutions publication

With a new year ahead, we are pleased to share the first edition of the Family Office Quarterly for 2025, bringing you leading insights, thoughtful discussions and experience-based practices across the many dimensions of managing a family office.

Learn more

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
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- 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 in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The 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, 2024, 2025The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award 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

natalie.traylor@ubs.com

Chuck Korasick, CFP®

2000 Avenue of the Stars,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
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- Emerging philanthropist
- Marathon runner
- East coast origins
- George Mason University, BS
- Forbes Best-in-State Wealth Advisors, 2024, 2025The 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, 2024, 2025The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
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@ubs.com

Warren Coughlin, CFP®

2000 Avenue of the Stars,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 10017

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
- OH
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
- Born and raised in NY, sports enthusiast, traveler and adventurer
- Focus on pre-liquidity 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 10017

jonathan.schechter@ubs.com

Jonathan Schechter, CFP®

299 Park Avenue,New York,NY,10017
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
- AK
- 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
- WI
- WV
- 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

jennifer.lechman@ubs.com

Jen Lechman

2000 Avenue of the Stars,Los Angeles,CA,90067
Kwame Ngissah

Wealth Strategy Associate
Kwame Ngissah

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

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

310-772-7060
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NE
- NH
- NJ
- NV
- NY
- OK
- OR
- TN
- TX
- UT
- VA
- WV
- WY
- Former engineer
- Wine lover
- CSUS
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

kwame.ngissah@ubs.com

Kwame Ngissah

2000 Avenue of the Stars,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
- IL
- IN
- MA
- MD
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- Global traveler
- Philanthropist & community leader
- Economic market hobbyist
- Photography
- 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, 2024, 2025The 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.
- University of Southern California - Undergrad & MBA, Magna Cum Laude, Phi Beta Kappa, A.B. as an Interdivisional Scholar, Economics & Public Policy
- Yale University , Graduate School of Business / Private Wealth Management, Private Wealth Management
- University of Pennsylvania , Certified Investment Management Analyst (CIMA): 2003 - 2005
- Private Wealth Advisor
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

robert.gach@ubs.com

Robert Gach

2000 Avenue of the Stars,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
- 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

susan.thomas@ubs.com

Susan Thomas

2000 Avenue of the Stars,Los Angeles,CA,90067
Natalie Traylor

Client Associate
Natalie Traylor

Client Associate

UBS Financial Services Inc.

Private Wealth Management

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

310-734-2456
View bio
- Grew up in Manhattan Beach, California
- Love being in nature: going to the beach & hiking
- University of California, Santa Barbara
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

natalie.traylor@ubs.com

Natalie Traylor

2000 Avenue of the Stars,Los Angeles,CA,90067

Brian Hans

Executive Director

Head, Tax Efficiency Planning Strategist

View bio

Introduction
Brian works with ultra-high net worth clients to help coordinate their tax planning with a particular focus on cross-border strategies and income tax planning. He has extensive expertise and experience with developing tax efficient strategies for U.S. and non-U.S. based investing, pre-immigration tax planning, and structuring family offices. Brian is also a Specialist for the Family Office Solutions (FOS) team which holistically serves $100 million+ clients and family offices in partnership with Private Wealth Advisors.

Professional History
Before joining UBS, Brian was in private practice as Counsel at the international law firm Winston & Strawn and prior to that as a member of the Private Client Department at Arnold & Porter. Brian also previously served as a trial attorney for the Office of Chief Counsel to the Internal Revenue Service where he litigated and advised the IRS regarding issues of domestic and international estate planning and income tax issues.

Education
Brian received his Bachelor of Business Administration from Hofstra University in 2004. He received his J.D., cum laude, from Hofstra University in 2008, where he was a member of the National Moot Court Team and the Tax Law Society. Brian received his L.L.M. in Taxation from New York University School of Law in 2009.
Rebecca Sterling

Executive Director

Senior Wealth Strategist

View bio

Introduction

Rebecca works with ultra-high net worth families, helping them achieve their tax, estate planning, and philanthropic objectives. Rebecca focuses on developing and helping clients implement comprehensive wealth transfer strategies that align with clients’ wishes. She reviews clients’ tax and estate planning documents to ensure that each plan accurately reflects the family’s goals and objectives while maximizing tax efficiencies.

Professional History

Prior to rejoining UBS in 2021, Rebecca worked at First Republic Private Wealth Management, where she advised clients on tax and estate planning matters. Rebecca also previously worked at UBS as a Senior Wealth Strategist from 2015-2020. Rebecca began her career as a trusts and estates attorney at Loeb & Loeb in Los Angeles.

Education

Rebecca earned a B.A. in Spanish and Art History from Georgetown University, a J.D. from Temple University School of Law (cum laude), where she was an editor of the Temple law review, and an LL.M. (Master of Laws in Taxation) from NYU School of Law, where she was a graduate editor of the tax law review, and she earned the Harry J. Rudick award for excellence in taxation, and the David H. Moses prize for the highest GPA in the LL.M. program.

Licenses and Certifications

Rebecca is licensed to practice law in both New York and California
Mark Tepsich

Executive Director

Family Office Design & Governance Strategist

View bio

Professional History
Mark joined UBS as the Family Office Design and Governance Specialist in the Family Office Solutions (FOS) team within Private Wealth Management. The Family Office Solutions team holistically serves $100m+ clients and family offices in partnership with Private Wealth Advisors. In his role, Mark provides guidance on the family office space and is a thought-partner to families with significant wealth. He advises families across the Americas on family office design, structure, governance and operational best practices.

Prior to joining UBS, Mark spent several years with a NYC based investment advisory firm. Here, he built the firms family office platform, which included designing the infrastructure, services, tech solutions and vetted third party professionals such as law and tax advisory firms. He also counseled families on their family office structuring, tax, estate planning, philanthropy and family governance initiatives. He advised several families on liquidity event planning as part of the sale of their operating business.

Prior to joining the investment advisory firm, Mark spent a decade at a large single-family office where he served as General Counsel to a dynastic, multi- generational family. Here, he advised on family office structuring, governance design, personal, estate and income tax issues, as well as business formation and operations, investment due diligence and real estate development. He also counseled the family on the sale of their publicly traded real estate company to Brookfield Asset Management. Mark serves as a trustee and Chair of the Governance Committee at the Lillian and Betty Ratner School in Cleveland, Ohio

Education
Mark received a B.S.E. from Kent State University in 2004 and his J.D. from Case Western Reserve University in 2010. He holds his Series 65, 63 and Series 7 licenses.
Judy Spalthoff

Head of Family Office Solutions

View bio

Judy is a Managing Director and Head of Family Office Solutions within Private Wealth Management. The Family Office Solutions (FOS) team was established to holistically serve $100mm+ clients and family offices in partnership with Private Wealth Advisors. Prior to FOS, Judy led the Family Advisory and Philanthropy Services (FAPS) team. The FAPS team serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy. Judy joined UBS in 2008 from Citi Family Office where she was the International Services Manager. Before that, Judy was the Advisor Relations Manager where she was responsible for the Citi Family Office Continuing Professional Development and Designation Program. Prior to Citi, Judy was an analyst for Accolade Partners LP, a fund-to-fund venture capital firm in Washington, DC.

Judy graduated with honors from Drexel University with a degree in information systems and technology and a minor in business administration. She also received her M.B.A. in finance and marketing from New York University. In addition, Judy has completed the Carnegie Mellon Leadership and Negotiation Academy for Women, the Generational Wealth Transfer workshop given by the Institute for Preparing Heirs, the Family Firm Institute Certificates in Family Wealth Advising and Family Business Advising, and earned the Chartered Advisor in Philanthropy® designation. Judy is also Series 7, 63 and 65 licensed.
Christopher R. Bryan, CIMA®, Senior Portfolio Strategist

Managing Director

Head, Portfolio Advisory Group – West Division

View bio

Chris is responsible for articulating and delivering comprehensive, research-driven advice to UBS's ultra-high net worth (UHNW) clients. Leveraging the global resources of the firm, he specializes in asset allocation and portfolio construction including customized, product neutral solutions across all asset classes to meet their financial goals.

Professional History
Currently serving as the Western Division Head, Chris has over twenty-seven years of experience within the Financial Services Industry, twenty-six of those at UBS. He has held various roles at UBS including: Product Management and Development, Sales Support, Branch Management and Direct Sales. For the past 15 years he has served as a Senior Portfolio Strategist for the Portfolio Advisory Group servicing the firms UHNW clients.

In 2013, he completed the UBS Americas Ascent Program and in 2021 the UBS Leading the Future Program - targeted cross-business top talent programs aiming to develop high potential talent and future leaders in the organization. Also, in 2020 he achieved the UBS Wealth Management Americas Sales Leadership Excellence Award.

Education
He received his B.A. from Susquehanna University and holds his Series 7 & 66 licenses.

Licenses and Certifications
He holds the Certified Investment Management Analyst (CIMA®) designation.
Lora Cicconi

Executive Direcor

Senior Wealth Strategist

View bio

Introduction
Lora works with ultra-high net worth clients to help coordinate their income tax planning. She has experience with the federal, state, and cross-border income tax aspects of acquisitions, financings, equity grants, and buyouts.

Professional History
Prior to joining UBS, Lora was Senior Vice President, Tax, at Lionsgate Entertainment. Previously, she was a practicing tax attorney at the law firms of Greenberg Glusker LLP and Gibson Dunn LLP.

Education
Lora received her Bachelor of Arts in Economics from Stanford University. She received her J.D., order of the coif, from UCLA Law School, where she was a member of the Law Review.

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
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- 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 in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The 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, 2024, 2025The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award 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

natalie.traylor@ubs.com

Chuck Korasick, CFP®

2000 Avenue of the Stars,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
- IL
- IN
- MA
- MD
- MI
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- Emerging philanthropist
- Marathon runner
- East coast origins
- George Mason University, BS
- Forbes Best-in-State Wealth Advisors, 2024, 2025The 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, 2024, 2025The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
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@ubs.com

Warren Coughlin, CFP®

2000 Avenue of the Stars,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 10017

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
- OH
- OR
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
- Born and raised in NY, sports enthusiast, traveler and adventurer
- Focus on pre-liquidity 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 10017

jonathan.schechter@ubs.com

Jonathan Schechter, CFP®

299 Park Avenue,New York,NY,10017
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
- AK
- 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
- WI
- WV
- 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

jennifer.lechman@ubs.com

Jen Lechman

2000 Avenue of the Stars,Los Angeles,CA,90067
Kwame Ngissah

Wealth Strategy Associate
Kwame Ngissah

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

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

310-772-7060
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NE
- NH
- NJ
- NV
- NY
- OK
- OR
- TN
- TX
- UT
- VA
- WV
- WY
- Former engineer
- Wine lover
- CSUS
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

kwame.ngissah@ubs.com

Kwame Ngissah

2000 Avenue of the Stars,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
- IL
- IN
- MA
- MD
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- PA
- SD
- TN
- TX
- UT
- VA
- WA
- WV
- Global traveler
- Philanthropist & community leader
- Economic market hobbyist
- Photography
- 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, 2024, 2025The 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.
- University of Southern California - Undergrad & MBA, Magna Cum Laude, Phi Beta Kappa, A.B. as an Interdivisional Scholar, Economics & Public Policy
- Yale University , Graduate School of Business / Private Wealth Management, Private Wealth Management
- University of Pennsylvania , Certified Investment Management Analyst (CIMA): 2003 - 2005
- Private Wealth Advisor
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067

robert.gach@ubs.com

Robert Gach

2000 Avenue of the Stars,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
- 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

susan.thomas@ubs.com

Susan Thomas

2000 Avenue of the Stars,Los Angeles,CA,90067
Natalie Traylor

Client Associate
Natalie Traylor

Client Associate

UBS Financial Services Inc.

Private Wealth Management

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

310-734-2456
View bio
- Grew up in Manhattan Beach, California
- Love being in nature: going to the beach & hiking
- University of California, Santa Barbara
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

natalie.traylor@ubs.com

Natalie Traylor

2000 Avenue of the Stars,Los Angeles,CA,90067

Brian Hans

Executive Director

Head, Tax Efficiency Planning Strategist

View bio

Introduction
Brian works with ultra-high net worth clients to help coordinate their tax planning with a particular focus on cross-border strategies and income tax planning. He has extensive expertise and experience with developing tax efficient strategies for U.S. and non-U.S. based investing, pre-immigration tax planning, and structuring family offices. Brian is also a Specialist for the Family Office Solutions (FOS) team which holistically serves $100 million+ clients and family offices in partnership with Private Wealth Advisors.

Professional History
Before joining UBS, Brian was in private practice as Counsel at the international law firm Winston & Strawn and prior to that as a member of the Private Client Department at Arnold & Porter. Brian also previously served as a trial attorney for the Office of Chief Counsel to the Internal Revenue Service where he litigated and advised the IRS regarding issues of domestic and international estate planning and income tax issues.

Education
Brian received his Bachelor of Business Administration from Hofstra University in 2004. He received his J.D., cum laude, from Hofstra University in 2008, where he was a member of the National Moot Court Team and the Tax Law Society. Brian received his L.L.M. in Taxation from New York University School of Law in 2009.
Rebecca Sterling

Executive Director

Senior Wealth Strategist

View bio

Introduction

Rebecca works with ultra-high net worth families, helping them achieve their tax, estate planning, and philanthropic objectives. Rebecca focuses on developing and helping clients implement comprehensive wealth transfer strategies that align with clients’ wishes. She reviews clients’ tax and estate planning documents to ensure that each plan accurately reflects the family’s goals and objectives while maximizing tax efficiencies.

Professional History

Prior to rejoining UBS in 2021, Rebecca worked at First Republic Private Wealth Management, where she advised clients on tax and estate planning matters. Rebecca also previously worked at UBS as a Senior Wealth Strategist from 2015-2020. Rebecca began her career as a trusts and estates attorney at Loeb & Loeb in Los Angeles.

Education

Rebecca earned a B.A. in Spanish and Art History from Georgetown University, a J.D. from Temple University School of Law (cum laude), where she was an editor of the Temple law review, and an LL.M. (Master of Laws in Taxation) from NYU School of Law, where she was a graduate editor of the tax law review, and she earned the Harry J. Rudick award for excellence in taxation, and the David H. Moses prize for the highest GPA in the LL.M. program.

Licenses and Certifications

Rebecca is licensed to practice law in both New York and California
Mark Tepsich

Executive Director

Family Office Design & Governance Strategist

View bio

Professional History
Mark joined UBS as the Family Office Design and Governance Specialist in the Family Office Solutions (FOS) team within Private Wealth Management. The Family Office Solutions team holistically serves $100m+ clients and family offices in partnership with Private Wealth Advisors. In his role, Mark provides guidance on the family office space and is a thought-partner to families with significant wealth. He advises families across the Americas on family office design, structure, governance and operational best practices.

Prior to joining UBS, Mark spent several years with a NYC based investment advisory firm. Here, he built the firms family office platform, which included designing the infrastructure, services, tech solutions and vetted third party professionals such as law and tax advisory firms. He also counseled families on their family office structuring, tax, estate planning, philanthropy and family governance initiatives. He advised several families on liquidity event planning as part of the sale of their operating business.

Prior to joining the investment advisory firm, Mark spent a decade at a large single-family office where he served as General Counsel to a dynastic, multi- generational family. Here, he advised on family office structuring, governance design, personal, estate and income tax issues, as well as business formation and operations, investment due diligence and real estate development. He also counseled the family on the sale of their publicly traded real estate company to Brookfield Asset Management. Mark serves as a trustee and Chair of the Governance Committee at the Lillian and Betty Ratner School in Cleveland, Ohio

Education
Mark received a B.S.E. from Kent State University in 2004 and his J.D. from Case Western Reserve University in 2010. He holds his Series 65, 63 and Series 7 licenses.
Judy Spalthoff

Head of Family Office Solutions

View bio

Judy is a Managing Director and Head of Family Office Solutions within Private Wealth Management. The Family Office Solutions (FOS) team was established to holistically serve $100mm+ clients and family offices in partnership with Private Wealth Advisors. Prior to FOS, Judy led the Family Advisory and Philanthropy Services (FAPS) team. The FAPS team serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy. Judy joined UBS in 2008 from Citi Family Office where she was the International Services Manager. Before that, Judy was the Advisor Relations Manager where she was responsible for the Citi Family Office Continuing Professional Development and Designation Program. Prior to Citi, Judy was an analyst for Accolade Partners LP, a fund-to-fund venture capital firm in Washington, DC.

Judy graduated with honors from Drexel University with a degree in information systems and technology and a minor in business administration. She also received her M.B.A. in finance and marketing from New York University. In addition, Judy has completed the Carnegie Mellon Leadership and Negotiation Academy for Women, the Generational Wealth Transfer workshop given by the Institute for Preparing Heirs, the Family Firm Institute Certificates in Family Wealth Advising and Family Business Advising, and earned the Chartered Advisor in Philanthropy® designation. Judy is also Series 7, 63 and 65 licensed.
Christopher R. Bryan, CIMA®, Senior Portfolio Strategist

Managing Director

Head, Portfolio Advisory Group – West Division

View bio

Chris is responsible for articulating and delivering comprehensive, research-driven advice to UBS's ultra-high net worth (UHNW) clients. Leveraging the global resources of the firm, he specializes in asset allocation and portfolio construction including customized, product neutral solutions across all asset classes to meet their financial goals.

Professional History
Currently serving as the Western Division Head, Chris has over twenty-seven years of experience within the Financial Services Industry, twenty-six of those at UBS. He has held various roles at UBS including: Product Management and Development, Sales Support, Branch Management and Direct Sales. For the past 15 years he has served as a Senior Portfolio Strategist for the Portfolio Advisory Group servicing the firms UHNW clients.

In 2013, he completed the UBS Americas Ascent Program and in 2021 the UBS Leading the Future Program - targeted cross-business top talent programs aiming to develop high potential talent and future leaders in the organization. Also, in 2020 he achieved the UBS Wealth Management Americas Sales Leadership Excellence Award.

Education
He received his B.A. from Susquehanna University and holds his Series 7 & 66 licenses.

Licenses and Certifications
He holds the Certified Investment Management Analyst (CIMA®) designation.
Lora Cicconi

Executive Direcor

Senior Wealth Strategist

View bio

Introduction
Lora works with ultra-high net worth clients to help coordinate their income tax planning. She has experience with the federal, state, and cross-border income tax aspects of acquisitions, financings, equity grants, and buyouts.

Professional History
Prior to joining UBS, Lora was Senior Vice President, Tax, at Lionsgate Entertainment. Previously, she was a practicing tax attorney at the law firms of Greenberg Glusker LLP and Gibson Dunn LLP.

Education
Lora received her Bachelor of Arts in Economics from Stanford University. She received her J.D., order of the coif, from UCLA Law School, where she was a member of the Law Review.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

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 Stock Lending

Private Stock Lending

Speakers

Supporting links

Registration for this event

Thank you! Your request has been submitted.

Case studies

Leveraging tax saving opportunities for tech founders

Pre-sale planning helps create a successful transition

Founder buys dream home, keeps his capital working

Finding greater yields for corporate accounts

Turning business success into charitable impact

Request your report

Thank you! Your request has been submitted.

Resources

UBS Family Office Quarterly

Request your report

Thank you! Your request has been submitted.

Getting ready to exit?

Thank you for your interest.Please complete the form below:

Thank you! Your request has been submitted.

The right advice can make all the difference

Chuck Korasick, CFP®

Warren Coughlin, CFP®

Jonathan Schechter, CFP®

Jen Lechman

Kwame Ngissah

Robert Gach

Susan Thomas

Natalie Traylor

Brian Hans

Rebecca Sterling

Mark Tepsich

Judy Spalthoff

Christopher R. Bryan, CIMA®, Senior Portfolio Strategist

Lora Cicconi

Chuck Korasick, CFP®

Warren Coughlin, CFP®

Jonathan Schechter, CFP®

Jen Lechman

Kwame Ngissah

Robert Gach

Susan Thomas

Natalie Traylor

Brian Hans

Rebecca Sterling

Mark Tepsich

Judy Spalthoff

Christopher R. Bryan, CIMA®, Senior Portfolio Strategist

Lora Cicconi

*

*

Education

Credentials

*

*

Education

Credentials

*

*

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Insights

*

Start the conversation

Thank you for your interest.

Please complete the form below: