A comprehensive approach to complex needs

Over the course of her long career in Private Wealth, Sheila has helped ultra high net worth families address the full range of their wishes and concerns. She knows how to navigate liquidity events for company founders, wealth transfer plans for blended families, the nuances of complicated tax situations and philanthropic vehicles to support deeply held values.

Sheila is distinguished by her ability to listen, her understanding of multigenerational issues and her desire to forge close relationships with her clients. Her discretion and support encourage clients to get to the heart of what matters most to them. She works closely with all the generations of the family, and every family member is important to her. Many clients make Sheila their first call for questions about their wealth, their family and their business.

To advise wealthy families, Sheila draws on Private Wealth Management resources including:

Global Family Office. Seamlessly integrates comprehensive wealth management with institutional-level services and business opportunities for family offices.

Family Advisory. Helps exceptional families take a strategic approach that includes wealth transfer, family governance and family business succession.

Once Sheila has gained a clear understanding of her clients, their financial needs and their family dynamics, she draws on her vast experience to design one-of-a-kind strategies tailored to meet their needs. She thrives on complexity, digging into the details and finding the optimal way to structure clients’ assets in pursuit of their goals.

Sheila is heavily involved in investment management, carefully constructing portfolios that are designed to meet clients’ risk and return objectives. She is skilled at evaluating and incorporating clients’ outside assets, business interests and illiquid holdings into their portfolios. Wealthy families generally have a wide variety of assets, including personal portfolios, retirement accounts, family trusts, partnerships and corporate entities, and philanthropic vehicles. Sheila takes time to understand the risk parameters and investment objectives of each. Only then does she determine which vehicles are most appropriate for each of the clients’ distinct goals.

Sheila has a background in many facets of finance, and multiple licenses and credentials. Before joining UBS Private Wealth Management in 2014, she spent 22 years with JP Morgan, where she led teams that helped domestic and international ultra high net worth families, as well as private foundations and endowments, navigate their complex needs. Sheila also spent several years at Morgan Stanley Private Wealth Management.

To support her solutions-based approach, Sheila leverages UBS planning processes and Private Wealth teams that include:

Advanced Planning Group. Delves into tax, estate planning and philanthropic topics, offering insight and thought leadership on complex wealth planning.

Portfolio Advisory Group. Constructs customized investment portfolios that employ sophisticated quantitative analysis and research-driven asset allocation.

Your level of wealth requires a team-based approach that breaks down silos and brings everyone to the table on your behalf. Sheila excels at working across a global financial organization to create a team of specialists whose skills and experience are aligned with your needs.

Sheila puts the entire Private Wealth Management organization to work for you. Your team will include investment managers, trust and estate attorneys, tax professionals, credit and lending specialists, insurance experts and philanthropic advisors—with Sheila as the coordinator and communicator. A network-builder in her work and personal life, Sheila uses her connections to resolve your unique planning concerns.

Sheila brings specialists together from across UBS in areas such as:

Investment banking. A referral network of boutique investment banking advisors who focus on middle-market M&A and capital-raising for entrepreneur-owned businesses.

Access to lending services

Sheila is passionate about philanthropy, and devotes considerable time to serving with organizations that focus on women, education, health and the arts. As an experienced philanthropist, she can help wealthy families articulate and enact their philanthropic vision.

Sheila will work with you to build a strategic giving plan based on your core values. It starts with a philanthropic mission statement that will be used to shape your family legacy. Next, she will harness the thought leadership of the firm and her own in-depth knowledge to help you select giving structures that may include donor-advised funds, private foundations and others.

To help clients pursue their philanthropic goals, Sheila connects them with other wealthy donors, thought leaders and social innovators through gatherings such as:

UBS Philanthropy Forum. Inspires and empowers participants to consider innovative ways to solve global problems, while imparting practical guidance for converting philanthropic aspirations into concrete actions and results.

UBS Women’s Symposium. Brings together accomplished women to participate in discussions with prominent speakers on topics such as social justice, gender equality and empowerment, as well as a Wealth Management boot camp.