Strategic advice. Essential connections. Private Wealth Management 
At Family Enterprise Partners, we build deep and broad connections with our firm’s most sophisticated families and entrepreneurs. As a highly skilled UBS Private Wealth practice, we not only connect with you across your financial and personal spectrum, but also with a uniquely tailored team of specialists to help you plan for, grow and protect your wealth and legacy—for generations.
Backed by a 150-year tradition of serving ultra-successful investors worldwide, we access the extensive global resources of UBS—our Asset Management, Investment Banking and Global Family Office divisions—to develop an essential network of insight and opportunity for every client. From portfolio structuring and analytics to private equity solutions and family office governance, we work with you, UBS specialists and your tax and legal team to address the complexity and scope of your wealth. Always focused on the best interests of your family and your business, we align the right solutions for managing all you have accomplished and all you are striving for—today and tomorrow.
Family Enterprise Partners
786-394-2930
866-242-3965
877-630-5914
550 Biltmore Way
Suite 1100
Coral Gables, FL 33134
Dynamic planning
integrates your life
and wealth
Evolving with you, your family and the goals that matter
All of our relationships begin with a dynamic planning process for developing a “living” document that reflects your goals and adjusts as your life and priorities change. We start by consolidating all existing planning work done for you by all of your advisors, integrating all of the moving parts of your financial world, and then delivering one comprehensive document that we update and maintain regularly.
“Forensic” analysis
A key focus of our planning process is our “forensic” analysis of your financial health that can identify gaps, quantify hidden expenses and uncover potential issues. This analysis helps us locate the source and magnitude of any unforeseen risks, and provide recommendations for reducing or shifting risk to help maximize potential rewards. Because preservation of capital is always our priority, we create metrics to continually assess your progress toward the goals we jointly establish and frequently revisit.
A multigenerational focus
Understanding the delicate dynamics around wealth, inheritance and legacy will help us create the right wealth transfer strategy for your family—and a comprehensive estate plan. We can also help you engage your loved ones in the legacy planning conversation, while providing education and information to help prepare them for the responsibilities that come with significant wealth.
We understand the value and necessity of a multigenerational approach that includes:
We understand the value and necessity of a multigenerational approach that includes:
- Trust strategies
- Inheritance planning
- Tax Planning
- Wealth enhancement
- Wealth transfer
- Wealth protection (legal structures, liabilities, insurance and cyber security)
- Charitable giving
- Family management (governance, education, and cash flow management)
Objective oversight and review Our clients tend to maintain their advisory relationships (i.e., accountants, estate planning attorneys, etc.) for long periods of time. In order to ensure planning is thoughtful, thorough, and collaborative (and importantly, aligned with a changing regulatory environment), we present your Strategic Plan to our Private Outside Advisors Board. Submitted without names, this review provides you with an unbiased assessment of risk, costs and potential outcomes.
For additional insight
A road map. Designing an effective family meeting.
The key to a successful family meeting is preparation.
A collaborative network
of entrepreneurs and
new ventures
Addressing your capital needs, exit planning and liquidity management
Whether you are considering innovative financing or raising capital, taking a back seat in your business or exiting it completely, it is never too early to get the facts and begin those planning conversations with us. Every day we work with entrepreneurs, business owners and their families as they weigh these major decisions. We understand the issues you are facing and can advise you on each detail and stage of the process.
Our team has guided many owners as they evolve their businesses, explore new ventures or initiate transition events. Our early involvement enables us to engage all of the resources needed to help maximize the value of the event. Because we believe that making key connections is critical to the success of these endeavors, we maintain a high-caliber, global network in most fields to help inform your thinking. We will coordinate our recommendations about deal structure, valuation and tax considerations through our collaboration with both third-party and UBS experts in:
- M&A advisory services
- Private equity and debt financing
- Risk management
- Estate planning
- Tax management
For additional insight
Preparing for a strategic exit
Your guide to unlocking a lifetime of work
UBS Investor Watch, “Who’s the boss?”
Business ownership: Who’s in, who’s out and who’s holding back
Family office services
deliver cross-divisional
expertise
Harnessing the power of global, institutional and wealth management resources
From tailored investment portfolios to advanced legacy, estate and global philanthropic coordination, we connect you to our cross-divisional team of UBS specialists dedicated to serving the needs of the ultra-wealthy. Together with UBS traders, bankers, analysts and sales teams in every market, product class and currency, we can support your unique needs and goals with these services:
Trading, investing and lending
- Investment Policy Statement development
- Dedicated multi-currency and portfolio hedging desks
- Vestmark for institutional trading capabilities
- Structured lending (competitive non-traditional loans)
- Specialty lending (yachts, jets, homes, special projects, etc.)
- Direct investments into private deals in the U.S., Europe, Asia and the Far East
- Several risk management reporting options
Tax and wealth planning
- Cash flow planning and budgeting (including bill pay assistance)
- Consolidated reporting
- Schedule K-1 collection and coordination
- Sophisticated risk management tools
- Insurance management and review (Health, Life, Property & Casualty, Collectibles, D&O)
- Next-generation education; family governance
For additional insight
Family Office Compass
Explore your family’s needs and how your family office should be set up to meet these needs
Advanced Planning Insights
Insights
