Our business is to help you with yours.

As a business owner or entrepreneur, we can help you in each phase of business life.

Growth and expansion. Growth requires the right thinking, services and strategies. Here, we can help you with our Portfolio Advisory, ESOP Services, Investment Banking and more—precisely what you need to build your business.

Transition and exit. Whether you’re looking for an outright sale, recapitalization or transition of ownership to the next generation, we have extensive experience working with owners, potential buyers and families to meet your requirements.

Post-liquidity management. If you sell the business, how will you maximize the proceeds? What will be your tax liability? These questions require careful planning and astute wealth management strategies. Our Financial Advisors are well-equipped to serve you.

Whatever your objectives, we engage with each client holistically through in-depth conversations to identify what you need now, as well as in the future.

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Turning wealth into a legacy

Our customized service begins by looking at your entire financial picture holistically. Then we sit down with you together with your tax and legal advisors to clarify your legacy goals. Next we develop a comprehensive estate planning strategy that spans generations, one designed to ensure your families are well taken care of.

Areas of service include:

• Inheritance planning
• Family meeting facilitation
• Estate tax liability minimization strategies
• Asset titling and ownership
• Lifetime gifting strategies
• Asset replacement solutions such as life insurance
• Trust management

As a global company, UBS has its own legacy—a rich, 150-year history of advising families with significant wealth. Celilo can help you create your legacy, and would welcome the opportunity to be a part of it.

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Professional services. Executive privileges.

From our experience working with numerous professionals and executives over the years, it all comes down to one question:

What are your goals, now and in the future?

Once we get a sense of where you are and where you’re headed, we can then help plan strategically.

Areas in which we can help serve include:

Concentrated stock positions—strategies to address the risk and improve cash flow.

Equity awards management—planning and tax strategies to maximize corporate packages.

Liquidity management—tools designed to reduce liquidity risk.

Stock options and equity compensation

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