At the Gouraige Kaplan Ravinet Team, our priority is helping to ensure that the wealth you have created best serves you and those you care about most— today and for generations to come. Over the last two decades, we have assembled a group of truly diverse professionals—across industry experience, credentials, gender, culture and passions. Our Private Wealth Management team is dedicated to understanding and addressing the needs, goals and challenges of ultra-successful entrepreneurs and their families.
Furthermore, Ghislain Gouraige, Jared Kaplan and Claudio Ravinet are among a select group of Private Wealth Advisors who have earned the Family Office Consultant (FOC) business designation. They have demonstrated the knowledge and proficiency to help manage the investment, business, passion and legacy needs their clients face. Understanding the complexities of intergenerational wealth and the challenges, FOCs align specific needs to the full suite of UBS capabilities.
We have access to the global depth and breadth of UBS platforms, perspective and expertise—from our nearly 900 research analysts worldwide and advanced estate planning strategists to portfolio and alternative investment management and philanthropy specialists. With the all-encompassing service and commitment, we focus on every detail and your most important priorities.
Your exclusive connection to Private Wealth Management
The global depth and breadth of our firm
Working within the exclusive Private Wealth Management division of UBS, our team has never been better positioned to deliver the depth and breadth of resources sophisticated clients deserve. Collaborating with our Family Office Solutions Group, we bring the best of UBS insight and expertise to our clients— helping them explore highly bespoke opportunities for growth, capital preservation and wealth transition. Working with the UBS Global Family Office and Family Advisory and Philanthropy Services groups, we can help bridge generations to offer advice on family decision-making, business transition, wealth transfer and family office governance.
Working with the Family and Philanthropy Advisory team of specialists, our approach looks beyond the purely financial to include wealth transfer, family governance and charitable giving opportunities. We will facilitate meetings to develop a family vision for what you would like to accomplish and then stay actively involved in providing education, communication and events to help prepare the next generation for carrying on your legacy.
Through UBS Private Wealth Management, we also offer a special series of “Young Successor” events. This peer-sharing forum helps our young adult clients develop their financial knowledge and expand their business know-how. It provides valuable preparation for children and grandchildren seeking a more active role in their families’ financial affairs.
The complexity of your wealth demands a critical understanding of how best to incorporate tax-efficient solutions into your overall financial plan. Together with UBS‘ estate and trust specialists as well your tax and legal advisors, we will provide the financial stewardship you need as we develop your comprehensive estate plan and develop appropriate strategies for protecting it.
Working with the UBS‘ Global Family Office team, we offer our clients a centralized platform that harnesses the full scope of the firm’s institutional and wealth management resources—UBS traders, bankers, analysts and sales teams in every market, product class and currency to serve the needs of successful families worldwide.
From highly tailored investment portfolios to credit and financial solutions to advanced legacy and philanthropic planning strategies, the cross-divisional team of Global Family Office specialists can help us support the unique needs of your family and business.
Your evolving business
Transition planning for entrepreneurs
Are you optimizing the value of your company—and potentially your next venture? So many factors —with both short- and long-term consequences—come into play when you are considering selling your business. While it is never an easy decision, our involvement in the very early stages of your thinking can add important insight into helping you exit strategically—and confidently—from what is likely one of the most significant investments of your life.
In some cases, it can take five years or more to exit a business, so planning needs to begin early. Our process begins with critical pre-liquidity planning and continues through execution and closing. Prior to the transaction, we help you develop a personalized strategy that includes important estate planning considerations that can impact your long-term goals and the next generation, post-sale. Our advice addresses:
- Structure and timing
- Valuation opportunities
- Risk management
- Liquidity strategies
- Your estate, potential succession and tax considerations
- Collaboration with UBS private equity and investment banking
Once you have made your decision to sell, we can work with you to determine the right investment banking relationship. You will have many choices to consider, including the UBS Investment Bank and the boutique investment banks that are part of our UBS referral network. This network focuses primarily on middlemarket M&A and capital raising services for family-owned and entrepreneur-led businesses.
The value of insight and opportunity
Solutions tailored for your life and legacy
Whether it is helping you pursue a new business venture, explore a philanthropic passion, or educate your children about future financial responsibility, our team has the insight and broad access to UBS resources to provide you with advice and opportunities from across the firm and around the globe.
We develop diversified portfolios from a range of investments— including stocks, bonds, private equity, structured notes and alternatives—to achieve our target allocation. Depending on your specific needs, we may also work with outside portfolio managers to help us achieve the best mix of holdings. Always informed by our team‘s rigorous due diligence, this "open architecture" flexibility allows us to align the right manager with your goals.
Our recommendations are also informed by our own investment analysis as well as the global body of research and thought leadership of our Chief Investment Office (CIO). This perspective helps ensure you are receiving the firm's best strategic and tactical allocation guidance.
How your wealth can make a greater impact
We can work with you to clarify your philanthropic strategy and the charitable giving program that best reflects your vision and values, as well as your investment goals. In doing so, we will also offer you access to our considerable professional network of contacts and resources that can help you transform your philanthropic passions into meaningful impact, whether through private foundations, charitable trusts, donor-advised or other vehicles.
Because many of our clients choose to use their wealth as a catalyst for positive change, we are proud to introduce them to the UBS Optimus Foundation, a uniquely structured global network of charitable foundations that focuses on the priority needs of children. The Foundation makes strategic investments in health, education and child protection—and the most promising approaches to address them.
UBS has made a powerful commitment to philanthropy worldwide. We too understand how important it is for our clients to give back and will work with you and your loved ones to develop a family vision for what you would like to accomplish and to prepare the next generation for carrying on your legacy.
Ghislain Gouraige and Jared Kaplan have been recognized as industry leaders.
- Ghislain Gouraige, Forbes/SHOOK America's Top Wealth Advisors, 2018, 2019, 2020
- Ghislain Gouraige, Forbes Best-In-State Wealth Advisors, 2017, 2018, 2019, 2020
- Ghislain Gouraige, Financial Times Top 400 Financial Advisers, 2016, 2017
- Ghislain Gouraige, Barron's Top 1,200 Financial Advisors, 2010, 2011, 2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020
- Jared Kaplan, Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017