The confidence to help you succeed Private Wealth Management
Turner, Hogan, Allen Wealth Management
713-350-8111
855-282-0479
UBS Financial Services Inc.
4400 Post Oak Parkway
20th Floor
Houston, TX 77027
Specializing in personal wealth management and business transactions, our team brings the global resources of UBS to the local level. We have deep roots in the community and many of our clients are business owners in the energy sector who have very specific financial needs and challenges.
As part of the exclusive Private Wealth Management division at UBS, we can summon the institutional capabilities and planning resources of the entire firm to provide innovative solutions for helping you sustain and grow your wealth and preserve your legacy.
Understanding the diverse needs of your family and business
Guidance when selling or expanding a business
When you need to raise capital, sell your business or manage the liquidity from a sale, we can provide the technical expertise for handling all the details and ensuring your transactions are carried out smoothly and efficiently.
Knowing who to work with in these stressful periods of transaction and transition can make all the difference.
Expanding your business
If you’re a business owner who is looking to expand, you require a team of experts to manage growth, including private capital sourcing and public equity and debt financing.
Lending solutions
Through UBS Wealth Management Americas banking solutions you can access innovative solutions such as securities-backed lending, pre-IPO credit, mortgages and tailored financing.
Selling your business
We deliver a disciplined process for safeguarding your successful business transaction, including liquidity planning and management post sale.
Succession planning
We’ll work with you on succession and exit strategies that may include ESOP, investment banks, strategic buyer and business valuation.
Personalized wealth management based on your values
Whether you are navigating your family’s milestones, managing a life transition or planning your legacy, we offer comprehensive guidance that grows with your needs.
When your head hits the pillow at night, do you feel secure that you’ll reach your goals and care for your family’s future?
Goals-based planning
We gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan.
Personalized investment management
We’ll work with you in a one-on-one relationship to design and execute customized investment strategies based on your plan.
Trust and estate planning strategies
We have the experience and the network to help with protecting your assets, reducing estate tax exposure, and transitioning wealth to future generations.
Philanthropy
We help you find and further the causes you want to champion. You’ll have the opportunity to collaborate with the right charitable organizations so you can have a real and rewarding impact on the world with the least possible tax impact.
Access to exclusive capabilities and service
The right relationship for a confident future
As Private Wealth Advisors, we are part of an exclusive, boutique division within UBS. We open the door to a distinctive level of sophisticated advice and services.
Our deep experience working with affluent families provides us with insights and understanding into the complexities of wealth. Providing access to valuable resources and expertise is central to our approach.
- UBS Investment Bank
- UBS Private Bank
- Advanced Planning Group
- Portfolio Advisory Group
- Third-party investment managers
- UBS CIO Wealth Management Research
- Global family office
Services fully aligned with your needs
Our clients rely on us to be accessible and responsive, always striving to provide the utmost in personalized service.
Count on us for prompt attention, regular communication and relevant insights and information.
Goals-based planning
We gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan.
Clear communication
Our entire team is highly proactive, offering ongoing communication, personal touch points and regular reviews.
Integrated guidance
By working closely with your accountants, attorneys and other trusted advisors, we can incorporate all perspectives into one integrated approach.
Client service
Our client service team is there for all your administrative needs, including customized reporting, help organize tax information, or simplify daily financial and investment issues.
Langston Turner has been recognized as an industry leader
- Barron's Top 1,200 Financial Advisors, 2019, 2020
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