Your business. Your wealth. Your life. Private Wealth Management
Are you a company founder selling your business, an entrepreneur looking at a life-changing liquidity event or a corporate executive planning retirement? Do you have the professional guidance you need to help address the complexities of your busy world?
Here is how our experience can benefit you:
- We focus on helping affluent families navigate life events, drawing on the extensive resources of our team and those of UBS, one of the largest wealth managers in the world.
- We help prepare private business owners and entrepreneurs for transition events—utilizing internal and external resources to develop a comprehensive pre-exit and post-exit plan designed to maximize the value of your business while pursuing your goals.
- We work to construct an investment strategy and a tailored financial plan to meet the unique needs of families navigating transitions.
Working on your behalf as a committed team, our goal is to assist you in simplifying the complexities surrounding your wealth so you can enjoy life to its fullest.
Exit Planning and Wealth Consulting Group
337-593-3600
855-308-2141
Energy Centre
1100 Poydras Street
Suite 900
New Orleans, LA 70163
Our office locations
New Orleans
UBS Financial Services Inc.
1100 Poydras Street
Suite 900
New Orleans, LA 70163
337-593-3600
886-849-4710
Lafayette
UBS Financial Services Inc.
201 Settlers Trace Blvd
Suite 3004
Lafayette, LA 70508
337-593-3600
Business transition guidance
If you’re thinking about selling your business, our knowledgeable team can help you with every aspect of exit planning.
Wealth management tailored to you
Our insightful wealth planning approach goes well beyond investing to create a dynamic strategy that fits the arc of your life. The services we offer include:
Comprehensive wealth management
Understanding the personal purpose of your wealth
Our integrated wealth management approach seeks to understand your specific needs and make sure that your financial decisions reflect both your short-term desires and long-term goals. Through UBS, we have the resources to help you and your family address the specific and uncommon opportunities that come with personal and business success.
Credit and lending services are provided by banking affiliates of UBS Financial Services Inc. and are subject to credit approval.
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Helping families navigate transitions and challenges
We want to be your first call when something significant occurs. If you’re facing business challenges, we can leverage UBS’s broad network of professionals to offer potential solutions or help you restructure debt.
Service that helps simplify your financial life
Our client service team helps stay on top of your needs, from setting up online services to providing customized statements and coordinating with your tax professionals. They’re known for their personal attention to detail and rapid follow-through.
The strengths of UBS
Our access to the global reach of UBS—one of the largest wealth managers in the world—gives us the perspective, diverse strategies and relevant guidance to help you move forward with confidence. UBS has been successfully managing client wealth for more than 150 years, with deep resources in investment, banking and asset management businesses.
Rick Frayard has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2018, 2019
- Barron's Top 1,200 Financial Advisors, 2016, 2017, 2018, 2019
- Financial Times Top 400 Financial Advisers, 2017, 2018, 2019
Lending solutions circular
