The Cantrell Reinbold Group has more than 30 years of experience in the financial services industry. We run a boutique operation, only working with a few dozen ultra-high net worth families with a specific focus on the distinctive needs of entrepreneurs and business owners. Because we serve a select clientele and maintain a high client to team member ratio, we provide personalized, high-touch service. Our goal is to simplify your financial life with a clear and consistent approach to managing your wealth so that we can be helpful in every aspect of your life. We bring together the boutique services of a dedicated team with the global resources of one of the world's largest wealth management firms.

Together, we will create a comprehensive plan that includes your personal and professional wealth management needs, business transition goals, and/or pre- and post-liquidity investment strategies. Backed by the extensive resources of UBS, we offer comprehensive wealth management focused entirely on you, your family, and your business. Our approach to investment management and our detailed processes in wealth protection, enhancement, and transfer will help you explore opportunities to grow and preserve what you have built. We are dedicated to helping you prepare for the next phase of your life so that you can leave purposeful legacy.

Our team and how we work with you:

• Financial Planning
• Estate Planning Strategies
• Investment Planning Strategies
• Personal banking
• Family Advisory
• Philanthropy
• UBS Global Family Office
• UBS Investment Bank