San Francisco, CA Financial Advisors | The Macan Investment Group

Financial advocacy for a lifetime Private Wealth Management

The Macan Investment Group

415-963-5287

555 California Street
Suite 3200
San Francisco, CA 94104

For more than 30 years, our team has built enduring relationships with affluent families, executives, company founders and hedge fund/private equity professionals who have trusted our insight into the challenges successful investors face. Our sophisticated planning and wealth structuring solutions have helped them enjoy their success more fully today, confident in the knowledge that we’re singularly focused on helping them grow, preserve and protect the wealth they’ve created for generations to come. What’s more, they trust that their experience with us will always come with the dedication of a family office and access to the expansive resources of one of the world’s leading wealth managers.

At The Macan Investment Group, we are financial advocates who look beyond your investment portfolio to help you make well-informed decisions for your family today and for the long-term financial journey you take together.

One relationship. A world of resources. Focused on you.

What can you expect from a relationship with us? We advise on all aspects of your family’s financial world—the important issues that directly impact you today and those that could be down the road. By understanding your goals and your vision for the future, we can then deliver all the resources and expertise of UBS to inform your thinking and enhance your journey.

Planning

The foundation of our work together—planning—helps us discover what is important to you. Your plan aligns all the pieces of your complex financial world to ensure they work together toward your goals.

Trust review
Multigenerational estate transfer
Estate tax liquidity
Life insurance
Philanthropic guidance
IPO and other monetization events

Lending and banking

We access the strong balance sheet of UBS to provide a multitude of lending and banking opportunities based on your assets and short- and long-term needs

Pre-IPO private company equity
Mortgages
Private equity/hedge funds
Restricted Rule 144 insider equity
Diversified equity and fixed income
Commercial real estate
Private stock custody

Monetization strategies

We’ll work with you to optimize the monetization of concentrated equity positions and recommend a range of strategies to help your family secure the appropriate level of diversification

10b5-1 Plans
Rule 144 sales
Resticted Rule 144 insider equity
Diversified equity and fixed income
Commercial real estate
Private stock custody

Intellectual capital

We leverage the insight and perspectives of UBS thought leaders and global research team to help you make better financial decisions.

Proprietary research
Investment banking conduit

Investment solutions

Once we’ve determined your goals, growth and income needs, and tolerance for risk, we design a prudent asset allocation. We are always focused on longterm investing, rather than reactive responses to events or headlines.

Asset allocation development and monitoring
Passive and active strategy due dilligence and selection
Reporting
Cash management

A team approach. A disciplined process. Your long-term plan.

Whether your needs involve concentrated stock monetization, liquidity planning, business succession or advanced estate planning strategies, we are a trusted source of advice and advocacy for growing and protecting your wealth, controlling taxes and ensuring that your assets are appropriately managed, allocated and titled.

Executive compensation management

For many of our clients, the concentrated stock positions that have contributed to their significant wealth have also put their future financial security at risk—if not appropriately managed. Whether your shares are from stock awards, inheritance or the sale of a closely held business, we can help you enhance their value, while managing the associated risks and potential tax consequences. Through diversification, tailored lending and other customized strategies, our goal is to help you maximize the benefits of these assets today and for the future.

Business succession and transition

Your business is likely one of the greatest accomplishments of your life. And the decision to step away may be one of the toughest you’ll ever make. Our team understands the emotional impact leaving can have on you and your loved ones. That’s why our knowledge and approach to taking businesses full circle have earned the trust of many company founders. We have two priorities: determine how best to maximize liquidity for your family and develop a comfortable succession plan for the future. During that process, we can provide you with additional expertise from key specialists in private equity, M&A advisory services, risk management and estate planning.

Multigenerational estate planning

Do your children participate in discussions about joint family assets? Our team has worked with scores of successful families to create comprehensive plans for transitioning wealth to future generations. Together, we explore your family’s goals and the values you hope to pass on. Collaborating with your tax and legal advisors, we help ensure your plan addresses your priorities today and will help safeguard and transition your assets with the care and sensitivity you and your family require, in the most tax-efficient manner.

Philanthropy

We recognize that often with significant wealth comes great responsibility. Many of our clients are deeply committed to giving back to their communities and the causes that are close to their hearts. How can you make a difference? Through the use of private foundations, donor advised funds or other charitable vehicles, we can help you carry out your philanthropic mission and make a meaningful impact in the world.