At The Mahoney Group, we are driven to be passionate students of the markets and have immersed ourselves in the analytics of investing for the last 30 years. To us, identifying smart solutions for our clients takes a meticulous investment acumen balanced with planning, “outside the box” thinking and looking for the right opportunities at the right time.
As an accomplished UBS Private Wealth Management team, we primarily guide a select group of private company founders and their families through the early preparation, long-term planning and management of their exit liquidity. While many have come to us for this knowledge, we view their business transition within the larger scope of a purpose-driven wealth and legacy plan. We integrate all goals into that plan—from estate planning, wealth transfer and philanthropic strategies to sustainable and socially responsible investing. Given significant level of success and sophistication of our clients, we believe they truly value our clear communication, dedication to relationships and most importantly, our independent approach to portfolio structuring and oversight.
Private Wealth Management
Sophisticated resources tailored for complex wealth
Whether you are pursuing a new business venture or preparing your children for the responsibilities of inherited wealth, we’ll provide our best thinking and recommendations from across UBS and the world to help you navigate these complex goals. In fact, within the exclusive UBS Private Wealth Management division, our team has been trained extensively to access the full depth and breadth of UBS investment platforms, advanced strategies and global thought leadership on your behalf.
Portfolio Advisory Group
A truly customized portfolio should be informed by insights that align with your goals. The Portfolio Advisory Group provides us with advanced quantitative analysis and proprietary research for a dynamic asset allocation approach and portfolios designed to address your specific needs.
Global research and thought leadership
Accessing an extensive global network of analysts, resources and thought leaders, we offer informed credit, equity, economic and strategy research on companies, sectors, markets and macroeconomic trends. This research helps us manage risk and develop the appropriate strategic and tactical asset allocations for your portfolio.
Family Advisory Services
Our team has the knowledge and experience to help you build a comprehensive estate planning strategy for transitioning assets to future generations. Together with our estate and trust team as well your tax and legal advisors, we’ll provide an analysis that includes a complete balance sheet review and estate assessment to advise on:
- Wealth transfer and inheritance planning
- Trust management
- Estate tax liability management
- Lifetime gifting strategies
- Asset replacement solutions such as life insurance
- Next-generation financial education
Tailored financing solutions
Working with the UBS Real Estate Finance Group in coordination with the UBS Investment Bank, we can help provide appropriate solutions for financing new commercial properties or for refinancing existing real estate, whether for multifamily, office, retail or industrial use.
For our clients seeking to give back, we can work with a dedicated team of philanthropy advisors to address your current charitable goals and design a strategy for creating real impact in the world. We also engage other family members to provide education on philanthropy and participation strategies for the next generation. Should you need to offset tax liabilities from large liquidity events, we can recommend tax-efficient solutions such as private foundations and donor-advised funds.
UBS Global Family Office
Working with the Global Family Office team, we provide our clients with 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 innovative legacy, estate and philanthropic planning strategies, our cross-divisional Global Family Office team supports the unique needs of your family and business through:
- Customized institutional offerings and wealth management services
- A broad peer network of family office contacts to exchange insights and share experiences
How you can bring about meaningful change through your charitable endeavors
Planning with purpose
Helping you pursue what matters
Our approach can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.
The framework: Liquidity. Longevity. Legacy.
Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
0 – 3 years
To help maintain your lifestyle
- Entertainment and travel
- Purchasing a home
4 years – lifetime
To help improve your lifestyle
- Healthcare and long-term care expenses
- Second home
Now – beyond your lifetime
To help improve the lives of others
- Giving to family
- Wealth transfer over generations
UBS House View
Chief Investment Office Global Wealth Management Investment Strategy Guide
Your strategic exit
Pre- and post-sale planning for your business
Having worked primarily with private business owners over the years, we’ve helped them through the emotions that come with owning and growing a successful company, and the issues—tactical and personal—that often arise when you sell or transition from your ownership role. As a Certified Exit Planning Advisor® (CEPA®), Tom, in collaboration with his team, understands what you need to exit confidently: a plan to maximize your company’s value—before and after taxes—and comprehensive financial planning to help you maximize the benefits of this major liquidity event.
Whether you’re expanding your businesses, exploring new ventures or contemplating a sale, our early involvement enables us to engage all of the resources needed to help maximize the value of your event. We’ll coordinate our recommendations about deal structure, valuation opportunities and tax considerations through our collaboration with both third-party and UBS teams in:
- M&A advisory services
- Private equity and debt financing
- Risk management
- Estate planning strategies
- Tax management
Preparing for a strategic exit
Your guide to unlocking a lifetime of work
UBS Investor Watch, “Who’s the boss?”
Business ownership: Who’s in, who’s out and who’s holding back
Institutional insight, analytics and impact
A customized approach to portfolio construction
A truly customized portfolio should be informed by insights that align with your goals. That’s why we view ourselves as financial advisors who deconstruct and reconstruct strategies to fully understand how they work or could work better toward your goals. At UBS, we also have the intellectual freedom to choose managers who support our efforts. Informed by our rigorous due diligence, this “open architecture” flexibility helps us develop appropriate strategic and tactical asset allocations, manage risk and, importantly, measure performance—a critical component of our process.
Wealth creating impact
Around the world, there is a growing interest in market solutions that hold companies more accountable and help ensure they make a positive impact. More and more, investors are participating in a sustainable investment approach incorporating social, environmental and governance factors into their investment decisions. Through impact investing, one type of sustainable approach, we are helping many of our clients use their wealth to contribute toward a more renewable society—as well as a potentially profitable portfolio.
Thomas Mahoney has been recognized as an industry leader.
- Forbes Best-In-State Wealth Advisors, 2020, 2019, 2018