Stewardship for generations

What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

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Who we are

The Vigi Private Wealth Management Group is a preeminent Private Wealth team with almost 100 years of experience serving multi-generational clients and families. Each member brings individual expertise and is guided by the same core principles; integrity, compassion and our personal commitment to our clients’ long-term success.

Jon Vigi

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- MD
- MI
- NC
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VA
- WA
- WI
With many decades of experience as a financial partner, Jon currently serves as a Private Wealth Advisor with the UBS Private Wealth Management Group, based in Chicago with local offices in Birmingham and Detroit. This select group of financial advisors is accredited with comprehensive skills critical for serving the needs of ultra-high net worth clients and their families. Jon is located in the Birmingham, Michigan UBS Private Wealth Management office.

Throughout his career, Jon has developed extensive personal experience servicing a small select group of multigenerational, ultra-high net worth families, specializing in business owners, family offices, family foundations, endowments, and corporate executives. Dedicated to understanding the complexities of his client’s arenas, Jon’s personal accessibility and commitment to service are the cornerstones of each of his relationships.

Jon earned a BA in Economics at Albion College. He is a member of the Investment Management Consultants Association and has served on various strategic leadership and industry advisory councils. Jon has also studied industry advanced economic and management theory in Executive courses at Harvard, Princeton, and Wharton.

Jon for many years has been effectively active in his church and with his charitable giving and donations of time. While serving as an advocate for many local charities and foundations, Jon has also participated in mentoring inner city children by fostering their development through their high school years and beyond.

He and his wonderful wife, Betsy, have three beautiful children Lea, Jon, and Dan and amazing grandchildren, Orlando and Rosie. A member of Oakland Hills Country Club, Jon enjoys his summers there and on Walloon Lake. Jon and Betsy currently reside in Bloomfield Hills, Michigan.
- Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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, 2024The 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.
- Private Wealth Advisor
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Jon Orlando Vigi, Jr.

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- MD
- MI
- NC
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- WI
Jon Vigi, Jr. joined UBS in 2014 and is a Private Wealth Advisor that serves a select group of business owners, family offices and affluent families. He specializes in investments, financial planning and succession planning. His interest and knowledge in providing comprehensive financial planning and wealth management services to clients was sparked when he worked summers at Merrill Lynch as part of the Mig-Vigi Private Banking and Investment Group while attending school. Jon was previously with the University of Michigan Athletic Department Center for Leadership Development and Career Preparation where he worked with Finance and Human Resource departments of Fortune 500 companies as a liaison with University athletic programs. Prior to that, he worked as an assistant football coach and administrator for Kalamazoo College while obtaining his Master's degree in Sport Management.

Jon attended Kalamazoo College where he earned his BA in Business and was a member and captain of the football team. He holds Series 7 and 66 securities licenses from FINRA and earned his Certified Private Wealth Advisor (CPWA®) designation through Yale University’s School of Management. Jon also holds the Certified Exit Planning Advisor (CEPA) designation and obtained his Certified Financial Planner (CFP®) designation through NYU’s School of Professional Studies.

Jon and his wife, Jackie, and their children, Orlando and Rose, reside in Bloomfield Hills, Michigan with their dogs, Opie and Moose. He is an avid Detroit sports fan and enjoys golfing, playing hockey and spending summer weekends in northern Michigan.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2024The 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.
- CERTIFIED FINANCIAL PLANNER™
- Certified Exit Planning Advisor
- Private Wealth Advisor
1217 Woodward Ave
#1201
Detroit, MI 48226
Terrie Strawska

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CT
- FL
- GA
- IL
- IN
- MI
- NV
- NY
- OH
- TX
Terrie is a Senior Wealth Strategy Associate, specializing in providing unparalleled service to the team's clients. Her career in the financial services industry spans more than 30 years. Terrie and Jon Vigi first forged their partnership during their tenure with Merrill Lynch's Private Banking and Investment Group.

With steadfast focus and commitment to exceptional client service, Terrie manages the team's administrative functions and brings best in class solutions to our ultra-high net worth clients. In collaboration with specialists throughout the firm, she ensures operational efficiency with responsibilities including account administration, performance reporting and liability management and has repeatedly been recognized by management for outstanding service.

Terrie's passion is demonstrated in her volunteer roles as well, actively involved in her community. She enjoys golf, tennis and spends summer weekends on Lake Huron with her husband, Jeff, and their two MSU Spartan daughters, Stephanie and Brooke.
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Cathy McCann

Client Associate
View bio
Cathy joined the Vigi Private Wealth Management Group in 2013 as Client Service Associate. After spending 23 years as the Director of Human Resources for the Detroit office of Young & Rubicam Brands, a global marketing/communications company and division of WPP, Cathy left the corporate sector and joined the Michigan OK2SAY student safety program as a presenter. Originally established as the Michigan Cyber Safety Initiative, Cathy presented student safety education programs in schools across Michigan for students in 4th through 12th grades.

During her tenure with Y&R Brands, Cathy served on the Board of Directors and Executive Committee of Big Brothers/Big Sisters of Metropolitan Detroit and now is an active volunteer with her church's Activities Committee. Cathy is a graduate of Michigan State University and resides in Northville. She and her husband, Bob, have two sons, and one grandson.
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Courtney Bizzis

Client Associate
View bio
- MI
Courtney joined the Vigi Private Wealth Management Group in 2021 as a Client Service Associate. Courtney specializes in delivering superior service to the group’s clients by providing support as they pursue their family’s goals.

Courtney previously worked in the sports and entertainment industry for nearly 10 years, most recently as the Community Impact Manager for the Detroit Tigers. She played basketball at Kalamazoo College where she received her bachelor’s degree and has a master’s degree from the University of Michigan.

Courtney and her husband, Ryan, and their daughter Charlotte reside in Royal Oak, Michigan. She is an avid Michigan football/basketball fan and enjoys spending weekends at Wamplers Lake in the Irish Hills.
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Lea Vigi

Client Associate
View bio
Lea joined the Vigi Private Wealth Management Group in 2022 as a Client Service Associate. Lea focuses on analytics and digital marketing while delivering the highest level of service to the group’s Ultra High Net Worth clients.

Lea previously worked as the Digital Marketing Manager for Detroit Public Television. She received her bachelor’s degree from the University of Michigan and currently resides in Northville with her three rescue cats.
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

Jon Vigi

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- MD
- MI
- NC
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VA
- WA
- WI
With many decades of experience as a financial partner, Jon currently serves as a Private Wealth Advisor with the UBS Private Wealth Management Group, based in Chicago with local offices in Birmingham and Detroit. This select group of financial advisors is accredited with comprehensive skills critical for serving the needs of ultra-high net worth clients and their families. Jon is located in the Birmingham, Michigan UBS Private Wealth Management office.

Throughout his career, Jon has developed extensive personal experience servicing a small select group of multigenerational, ultra-high net worth families, specializing in business owners, family offices, family foundations, endowments, and corporate executives. Dedicated to understanding the complexities of his client’s arenas, Jon’s personal accessibility and commitment to service are the cornerstones of each of his relationships.

Jon earned a BA in Economics at Albion College. He is a member of the Investment Management Consultants Association and has served on various strategic leadership and industry advisory councils. Jon has also studied industry advanced economic and management theory in Executive courses at Harvard, Princeton, and Wharton.

Jon for many years has been effectively active in his church and with his charitable giving and donations of time. While serving as an advocate for many local charities and foundations, Jon has also participated in mentoring inner city children by fostering their development through their high school years and beyond.

He and his wonderful wife, Betsy, have three beautiful children Lea, Jon, and Dan and amazing grandchildren, Orlando and Rosie. A member of Oakland Hills Country Club, Jon enjoys his summers there and on Walloon Lake. Jon and Betsy currently reside in Bloomfield Hills, Michigan.
- Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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, 2024The 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.
- Private Wealth Advisor
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Jon Orlando Vigi, Jr.

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- MD
- MI
- NC
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- WI
Jon Vigi, Jr. joined UBS in 2014 and is a Private Wealth Advisor that serves a select group of business owners, family offices and affluent families. He specializes in investments, financial planning and succession planning. His interest and knowledge in providing comprehensive financial planning and wealth management services to clients was sparked when he worked summers at Merrill Lynch as part of the Mig-Vigi Private Banking and Investment Group while attending school. Jon was previously with the University of Michigan Athletic Department Center for Leadership Development and Career Preparation where he worked with Finance and Human Resource departments of Fortune 500 companies as a liaison with University athletic programs. Prior to that, he worked as an assistant football coach and administrator for Kalamazoo College while obtaining his Master's degree in Sport Management.

Jon attended Kalamazoo College where he earned his BA in Business and was a member and captain of the football team. He holds Series 7 and 66 securities licenses from FINRA and earned his Certified Private Wealth Advisor (CPWA®) designation through Yale University’s School of Management. Jon also holds the Certified Exit Planning Advisor (CEPA) designation and obtained his Certified Financial Planner (CFP®) designation through NYU’s School of Professional Studies.

Jon and his wife, Jackie, and their children, Orlando and Rose, reside in Bloomfield Hills, Michigan with their dogs, Opie and Moose. He is an avid Detroit sports fan and enjoys golfing, playing hockey and spending summer weekends in northern Michigan.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Management Teams, 2024The 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.
- CERTIFIED FINANCIAL PLANNER™
- Certified Exit Planning Advisor
- Private Wealth Advisor
1217 Woodward Ave
#1201
Detroit, MI 48226
Terrie Strawska

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CT
- FL
- GA
- IL
- IN
- MI
- NV
- NY
- OH
- TX
Terrie is a Senior Wealth Strategy Associate, specializing in providing unparalleled service to the team's clients. Her career in the financial services industry spans more than 30 years. Terrie and Jon Vigi first forged their partnership during their tenure with Merrill Lynch's Private Banking and Investment Group.

With steadfast focus and commitment to exceptional client service, Terrie manages the team's administrative functions and brings best in class solutions to our ultra-high net worth clients. In collaboration with specialists throughout the firm, she ensures operational efficiency with responsibilities including account administration, performance reporting and liability management and has repeatedly been recognized by management for outstanding service.

Terrie's passion is demonstrated in her volunteer roles as well, actively involved in her community. She enjoys golf, tennis and spends summer weekends on Lake Huron with her husband, Jeff, and their two MSU Spartan daughters, Stephanie and Brooke.
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Cathy McCann

Client Associate
View bio
Cathy joined the Vigi Private Wealth Management Group in 2013 as Client Service Associate. After spending 23 years as the Director of Human Resources for the Detroit office of Young & Rubicam Brands, a global marketing/communications company and division of WPP, Cathy left the corporate sector and joined the Michigan OK2SAY student safety program as a presenter. Originally established as the Michigan Cyber Safety Initiative, Cathy presented student safety education programs in schools across Michigan for students in 4th through 12th grades.

During her tenure with Y&R Brands, Cathy served on the Board of Directors and Executive Committee of Big Brothers/Big Sisters of Metropolitan Detroit and now is an active volunteer with her church's Activities Committee. Cathy is a graduate of Michigan State University and resides in Northville. She and her husband, Bob, have two sons, and one grandson.
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Courtney Bizzis

Client Associate
View bio
- MI
Courtney joined the Vigi Private Wealth Management Group in 2021 as a Client Service Associate. Courtney specializes in delivering superior service to the group’s clients by providing support as they pursue their family’s goals.

Courtney previously worked in the sports and entertainment industry for nearly 10 years, most recently as the Community Impact Manager for the Detroit Tigers. She played basketball at Kalamazoo College where she received her bachelor’s degree and has a master’s degree from the University of Michigan.

Courtney and her husband, Ryan, and their daughter Charlotte reside in Royal Oak, Michigan. She is an avid Michigan football/basketball fan and enjoys spending weekends at Wamplers Lake in the Irish Hills.
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
Lea Vigi

Client Associate
View bio
Lea joined the Vigi Private Wealth Management Group in 2022 as a Client Service Associate. Lea focuses on analytics and digital marketing while delivering the highest level of service to the group’s Ultra High Net Worth clients.

Lea previously worked as the Digital Marketing Manager for Detroit Public Television. She received her bachelor’s degree from the University of Michigan and currently resides in Northville with her three rescue cats.
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

Defining your priorities. Pursuing what matters.

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.

Tailored family office services

Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate your particular financial, business and family interests as you seek to align your investment management and planning.

To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate deep resources and expertise from across the firm, including the Investment Bank and Asset Management divisions.

With a view to an enduring relationship with families and their advisors, we focus our experience and advice in helping you solve any challenge and pursue the opportunities that best serve you, your business and family, now and in the future.

Your family. Your legacy.

Families with substantial wealth require skilled advice and guidance, and a keen understanding of complex family dynamics. We are adept at working with families like yours, helping you navigate the complexities that come with multiple generations and—often—jurisdictions.

We help you forge a holistic plan for your wealth that considers the goals and aspirations of every generation and articulates a clear path to move you toward them. In the process, we consider a range of issues, including:

Estate planning
Wealth preservation strategies
Family governance
Next gen education
Legacy planning
Philanthropic giving

From family business success to succession

The decision to step away from your business is an enormously personal experience. Whether passing to family members, selling to business partners or seeking an external buyer, careful planning can give you more control over your exit and help ensure the continued success of your family business.

While many of the decisions you’ll need to make will involve financial, tax and legal matters, they can also impact your long-term family goals, values and future.

We have the experience and resources to help you through this process, from the initial stages through the pre-sale planning process to the transaction's successful close.

Together with your tax and legal advisors, we work with you to develop a personalized strategy that aims to maximize the proceeds of the sale and minimize the tax impact of the transaction. Beyond the sale, we can help you manage the post-sale liquidity and pursue your future financial goals.

Backed by the strength of UBS

A global leader in wealth management

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022

Family office services

Euromoney Private Banking and Wealth Management Survey, 2022

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

You. Connected.

As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

Family Office Solutions

Customized advice with a multigenerational approach exclusively for centimillionaire and billionaire clients who require bespoke and holistic advisory solutions. Their original thought leadership provides keen insight borne from countless conversations with prominent families.

Advanced Planning

The Advanced Planning Group consists of former practicing estate planning and tax attorneys who provide comprehensive planning and sophisticated advice and education to UHNW UBS clients. The team also serves as a think tank for the firm, providing thought leadership insight and creating robust intellectual capital on estate planning, tax, and related topics of interest to UHNW families.

Family Advisory & Philanthropy Services

Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

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Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

The value of connection

UBS Private Wealth Management
As a UBS Private Wealth client, you and your family are connected to an incomparable team of experts and specialist—the firm’s deepest centers of local and global knowledge. They help inform our conversations and our custom recommendations for a plan to move forward.

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Planning for the sale of a closely held business

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.

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Stewardship for generations

Who we are

Jon Vigi

Jon Orlando Vigi, Jr.

Terrie Strawska

Cathy McCann

Courtney Bizzis

Lea Vigi

Jon Vigi

Jon Orlando Vigi, Jr.

Terrie Strawska

Cathy McCann

Courtney Bizzis

Lea Vigi

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Education

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Defining your priorities. Pursuing what matters.

Tailored family office services

Your family. Your legacy.

From family business success to succession

Backed by the strength of UBS

A global leader in wealth management

You. Connected.

You. Connected.

Family Office Solutions

Family Office Solutions

Advanced Planning

Advanced Planning

Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

Insights

Managing wealth is our craft

The value of connection

Planning for the sale of a closely held business

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