Knowledge Powered by experience
The Mahoney Group
Our team works exclusively with a select number of ultra high net worth individual and families, which allows our team to focus beyond our clients' assets and dedicate more time to their individual needs to ensure that they receive the highest level of attention. Through our access to expertise and opportunities within UBS and across the industry, our clients benefit both only from our insights, but also those from the extended team that supports our relationship.
We have extensive experience working with clients who have built their wealth by means of significant liquidity events, such as selling a business, concentrated company stock compensation, and private and public business formation. We are not only well positioned to provide highly specialized guidance, but to directly execute solutions with ease and efficiency. Your private plan will be centered on preserving your wealth and vigilantly managing risk while positioning for practical growth and utilizing the global resources of UBS.
Our team has over 50 years of collective experience and builds quality relationships that are consistently centered on independent thinking and innovative solutions.
Specialties
- Advising clients on investment strategies and risk management
- Liquidity event management
- Lending solutions
- Wealth planning (Estate Planning, Tax Planning, Philanthropy, and Insurance)
- Private Equity & Hedge Fund investment solutions
- Access to UBS global research and intelligence
- Concentrated stock risk management, monetization and hedging strategies
- Executive compensation and employee stock options
- Restricted stock and 10b5-1 expertise
- Consolidated reporting solutions