Equity compensation plans

Advice for companies, executives and employees

Empty boardroom

You're focused on helping your company's success. But what about your own financial success? We have the experience to guide and provide advice on complex equity award packages, executive banking and lending, benefit reviews, among other financial planning services. From executing stock options to selling shares within a corporate window to life beyond work, we strive to simplify the planning process while helping you gain the greatest long-term benefit from your success.

Two people talking overhead


Collective years of experience


Years in business as a team

15 person

seasoned team

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.

Why does A.I. in space matter?

Accessing resources. Delivering solutions.

Accessing resources. Delivering solutions.

A team approach

A team approach

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report