Building relationships. Empowering access.

Affluent entrepreneurial founders and families want bespoke solutions to address their challenges and opportunities. I help navigate these choices.

Families (as is the marketplace) are dynamic and have evolving wealth accumulation, preservation and allocation issues. This is especially true when the primary income and wealth assets are operating businesses and/or portfolios of real estate. Founders’ and families’ want to be able to achieve clarity of their vision. This is to facilitate key constituents from the family as well as their other strategic advisors tapping into UBS’ capacity to establish long-term liquidity and legacy strategies. These include the establishment of a family wealth-centric cornerstone – the family office.

For over three decades, I have worked with entrepreneurs and families helping them steward their wealth. This is achieved by sharing uncommon knowledge; leveraging relationships; facilitating next generation family member learning; and mindful of risk while culling the most preferable legacy and liquidity options.

I see myself as your resource providing advice on timely opportunities and solutions through the UBS platform and the numerous partnerships we have formed with like-minded service providers.

Quaranta Wealth Partners


phone

858-551-9422



phone

888-584-2631





address

1200 Prospect Street
Suite 100
La Jolla, CA 92037



 

 

 

 


Multigenerational
planning

Managing your wealth goes beyond managing your money. By actively listening, we’ll discover what’s important to you and each generation of your family. We will work together to develop a comprehensive plan to help you achieve your goals, wherever you are in life.

Our planning process begins with a series of meaningful conversations. We then work with you to establish a financial plan that prioritizes your objectives.

A lifetime financial strategy. Our goals-based approach to planning can help you see the connections between each area of your financial world. By developing, adjusting and monitoring your plan, we strive to optimize your strategy to help ensure we keep pace with fluctuating markets, changing tax laws and your evolving family needs. Critical elements of our planning process include:

  • Retirement planning
  • Family needs planning
  • Credit and lending
  • Business succession planning
  • Executive compensation
  • Insurance and liability management
  • Estate planning considerations

Empowering smart financial decisions. We seek to go above and beyond to help you build a business plan for your personal life. This includes creating metrics to measure value and providing context for all important financial decision-making.

Safeguarding multigenerational wealth. As a multigenerational team, we understand the connections between wealth and family. We’re committed to helping each generation prepare for the responsibilities that come with significant wealth through education, advice and networking opportunities.

The resources you need. We are trusted by our clients to work directly with their accountants and estate attorneys, whether we’re helping with tax planning or advising on the most prudent strategies for building a legacy.

Entrepreneurs and business owners

We can introduce you to the right investment relationships as well as innovative yet pragmatic solutions.

Pre- and post-sale planning. When it's time to exit a business, we can help from the initial stages of assessing ownership structures to evaluating financing solutions to facilitating the sale in accordance with your goals.

Succession and estate tax planning strategies. The decision to exit a business is often very personal and complex. Using efficient tax structures, such as trusts and philanthropic vehicles, we can facilitate your wealth preservation and legacy goals.

Business community network. We can give you access to key specialists in private equity, M&A advisory services as well as third-party referrals within the industry.

Certified Public Accountants

We work with select CPA firms to help empower more productive relationships with their clients. We off er the backoffi ce services of a virtual Family Office to enhance their capabilities and collaboratively off er access to global resources and solutions.

Virtual Family Office services. Families with significant wealth demand a flexible, customizable service platform, along with a broad array of Family Office-like resources. We provide a dedicated solution to bridge the generations within a family in order to create continuity and deliver a structure that is focused on preserving wealth and creating opportunities.

Estate, philanthropy and taxes. As your clients look to plan their estate or build their legacy, our team will work with you to provide family members with education on philanthropy and participation strategies for the next generation. In that way, you care for future generations and charitable organizations with the least possible tax impact and expense.

Services at work on your behalf

Wealth planning

  • Wealth structuring
  • Trusts
  • Wealth transfer strategies
  • Estate planning strategies
  • Income tax
  • Charitable planning
  • Gifting
  • Estate tax funding
  • Retirement planning
  • Insurance and income protection

Family Advisory

  • Educational programs
  • Family governance
  • Family meeting facilitation
  • Family office governance

Philanthropy

  • Philanthropy strategy and governance
  • Mission-aligned investing
  • Strategic giving vehicles
  • Global philanthropic community

Services at work on your behalf

Tailored investment solutions

  • Investment advisory
  • Asset management solutions
  • Capital markets
  • Alternative investments
  • Portfolio analysis and simulation
  • Risk management strategies
  • Concentrated stock services
  • Stock option strategies
  • Restricted securities

Credit and liquidity solutions

  • Mortgage solutions
  • Securities-based lending
  • Real estate financing1
  • Asset-based financing1

Global Research

  • CIO Wealth Management Research
  • Investment Bank Research

Services at work on your behalf

Corporate finance advisory

  • Sector/industry expertise
  • Review of strategic options
  • Capital raising (debt and equity)
  • Buy and sell side M&A
  • Leveraged finance

Institutional capabilities

  • Equities
  • Fixed income
  • Foreign exchange and precious metals
  • Family office coverage
  • Business transition and succession planning

Focused on your goals. Planning for life.

No matter where you are in your life, we can help guide you through each important stage of planning for the goals that matter to you—both short-term and long-term. We create your personal financial roadmap that addresses your needs over time.

UBS Wealth Way
UBS Wealth Way starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expense, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

To help maintain your lifestyle

This strategy helps you manage cash flow for near-term expenses. It can give you the confidence to fund short-term needs regardless of the markets, and helps reduce the likelihood of making impulsive investment decisions during periods of market volatility.

  • Entertainment and travel
  • Taxes
  • Purchasing a home

To help improve your lifestyle

This strategy includes the resources you’ll need over the course of your life. It can help you gain confidence in your future by allowing you to shift your focus to meeting long-term goals rather than trying to outperform the markets.

  • Retirement
  • Healthcare and long-term care expenses
  • Second home

To help improve the lives of others

This strategy includes all of the resources for needs that go beyond your own. Having a Legacy strategy can boost your confidence by reframing risk based on specific legacy goals and longer timeframes.

  • Giving to family
  • Philanthropy
  • Wealth transfer over generations

Our wealth management process



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