$6.9 trn
UBS Group invested assets
As of 10/29/2025
I help successful entrepreneurs, executives, and families make confident decisions about their wealth. With decades of experience advising clients at leading global firms, I specialize in helping clients navigate defining financial moments — from selling a company to managing concentrated equity, to building a legacy that lasts for generations.
At UBS, my practice is designed around the belief that wealth should serve your life, not complicate it. I bring structure, simplicity, and strategy to every decision — integrating investments, taxes, lending, and estate planning into one coordinated plan that helps you move forward with clarity and confidence.
Clients describe my approach as calm, direct, and strategic. I’m known for making complex feel simple and for executing with precision when the stakes are high. My goal is to help you align your wealth with your values, purpose, and long-term vision.
Designations: CFP® | CEPA® | CDFA® | CRPC®
Core Strengths: Strategic Planning • Liquidity Events • Family Office Coordination
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.
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.
Business Owners
You’ve spent years building your company. Now it’s time to maximize its value, minimize your tax burden, and turn decades of work into lasting wealth.
I help business owners prepare for sale or succession, structure post-liquidity portfolios, and coordinate with attorneys, CPAs, and investment bankers to ensure a smooth transition from business ownership to financial independence.
Corporate Executives
Your wealth is tied to performance and timing. I help executives manage RSUs, ISOs, NSOs, and 10b5-1 plans — balancing diversification and opportunity while remaining compliant.
Together, we build liquidity and portfolio strategies that complement your compensation and long-term goals.
Ultra-High-Net-Worth Families & Family Offices
For families of significant wealth, I design integrated strategies that preserve and extend legacy. From trust and estate planning to philanthropic design and family governance, I help clients create multigenerational frameworks that reflect their values while maintaining privacy, structure, and continuity.
Founders & Entrepreneurs
Before, during, and after a liquidity event, I help founders align ownership, equity, and cash flow strategies with their long-term goals.
UBS’s global platform provides access to private markets, tailored credit solutions, and tax-aware strategies designed to help optimize wealth creation and preservation.
Clients in Transition
Divorce, inheritance, or sudden wealth can all create moments of uncertainty.
I help clients reestablish stability with objective, actionable planning that simplifies the financial picture and creates confidence in the next chapter.
A Family Office Solutions publication
Third Quarter 2025
We are pleased to share the third edition of the Family Office Quarterly for 2025 featuring insights on the many aspects of managing a family office. Our intent with each edition is to support your success and help evolve the industry.
At UBS, my clients access a global platform and institutional-level resources coordinated through a single relationship:
• Investment Management & Portfolio Design
• Private Banking, Credit, and Structured Lending
• Liquidity & Exit Strategy Planning
• Trust, Estate, and Philanthropic Advisory
• Cross-Border Wealth & International Coordination
• Family Office Services
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
1. Clarify: Define what you want your wealth to do — for your family, your business, and the causes you care about.
2. Design: Build a coordinated plan across portfolios, cash flow, tax, estate, insurance, and philanthropy.
3. Execute & Adapt: Implement with precision, then adjust through quarterly reviews, life-event planning, and on-call guidance when your world changes.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
Wealth is a tool — not the goal. The goal is clarity, freedom, and alignment.
Every recommendation is guided by three principles:
Clarity over complexity – simplify what matters most.
Coordination over isolation – unify advisors, strategies, and decisions.
Purpose over performance – measure success by the life it enables, not just returns.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
