6 person
seasoned team
As a distinct team within UBS drawing upon a century of combined experience, we'll work alongside you to develop a tailored plan encompassing all of your complex investing, planning, and financing priorities. Our team offers a seasoned perspective and access to the dynamic presence of the world's leading wealth manager. No matter what you seek to accomplish with your wealth, we're here to help you unlock opportunity, create continuity, and empower your family for generations to come.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
An overview of philanthropic strategies and their impact to help you evaluate different options.
6 person
seasoned team
100+
Collective years of experience
$700M+
Assets under management
