“Clients we serve are busy, and their needs always come first. We take each client’s well-being personally—like we’re helping our own families.”
— Rose Faranal
Multigenerational families
A focus on long-term planning
We work across generations—with our multigenerational team—to address growth strategies, insurance and lending solutions, wealth transfer and preservation, estate planning and philanthropic pursuits.
Our comprehensive services include:
- Inheritance planning
- Family meeting facilitation
- Estate tax minimization strategies
- Lifetime gifting strategies
- Educational planning
- Trust management
- Private foundations
- Charitable trusts
- Donor-advised funds
Entrepreneurs
Understanding the full cycle of business needs
We address the full cycle of business needs from strategic business financing to discretionary portfolio management to succession and exit strategies. Working closely with our UBS Boutique Banking Network, we provide access to investment banking services, regardless of the size of the transaction.
- Pre-liquidity planning. Our process begins with critical pre-liquidity planning through execution and closing.
- Post-liquidity wealth management. To help inform our recommendations about deal structure, valuation opportunities and tax considerations, we’ll coordinate with our network of UBS and third-party specialists.
Executives
Executive financial planning with an integrated perspective
We understand the important role that executive compensation plans play into overall wealth strategy. This is especially true for senior executives who have more complex financial circumstances and rewards.
We support executives by offering:
- Perspective on their complete financial picture, including stock options, 401(k) plans, deferred compensation, retirement planning, education savings (529 plans), pensions and insurance
- A planning approach that integrates corporate benefits with personal investment strategies
- A customized financial plan, tailored to the individual’s unique personal goals, priorities and financial circumstances
- Access to UBS intellectual capital, publications, seminars and the full breadth of UBS’s global resources
