Lifelong insight for entrepreneurs.
Your business. Your future.
Private Wealth Management

When it comes to helping our sophisticated clients—technology entrepreneurs, government contractors, founders and senior executives—pursue their most important business goals, our team focuses on providing strategic solutions—for start-up, expansion and exit to liquidity management post-sale. But as an experienced UBS Private Wealth Management team, Park Wealth Management Group has the resources and deep bench of talent to navigate financial complexity no matter what challenges you face—professional or personal.

Whether you are looking to manage current assets, raise capital, sell an existing business or create a tax-efficient estate planning strategy, our well-honed wealth management process enables us to bring clarity, discipline and innovation to your decision-making. We’re insightful about what you need, passionate about what we do and committed to helping you create the right financial plan for your company, your family and the future you are building.

Park Wealth Management Group


phone

703-734-8484



phone

703-288-9657





address

8045 Leesburg Pike
Suite 700
Vienna, VA 22182



 

 

Park Wealth Management Group members have been recognized as industry leaders

Stephen Y. Park

  • Forbes Best-In-State Wealth Advisors, Virginia, 2018, 2019, 2020
  • Barron’s Top 1,200 Advisors, 2020

Edward J. Dahl

  • Forbes America’s Top Next-Generation Wealth Advisors, 2018, 2019, 2020

Managing complexity. Pursuing innovation.

UBS Private Wealth Management

Many of our technology entrepreneur, government contractor, executive and business owner clients have complex circumstances that require innovative, bespoke solutions for pursuing their goals . Our Private Wealth Management status gives us priority access to the deep global capabilities, expertise and support across all of UBS. Backed by those resources, we provide you with the forward thinking and custom recommendations you need. With a process that is comprehensive and a service commitment that is attentive to every detail, we look well beyond your investment needs—we look at each area of your financial life.

Portfolio structuring and management

  • Customized, risk-managed portfolios
  • Tax-efficient investing
  • Alternative investment strategies

Advanced planning and estate planning strategies

  • Family wealth transfer
  • Estate tax minimization
  • Tax and legal structures such as trusts and philanthropic vehicles
  • Asset replacement solutions such as insurance

Family Advisory and Philanthropy Services

  • Inheritance and legacy planning
  • Next-generation financial education
  • Strategic family philanthropy
  • Charitable gifting
  • Family and private foundations

Investment banking

  • UBS Boutique Investment Banking Network
  • Presale advisory teams
  • M&A advisory relationships

UBS/CIO wealth management research

  • Global thought leadership and market insight
  • Strategic and tactical asset allocation guidance

Insurance and risk management

  • Life insurance review
  • Long-term care insurance review
  • Health insurance analysis

Liquidity management

  • Concentrated and restricted stock management
  • Qualified small business stock optimization
  • Early exercise options analysis

Business banking and lending services

  • Mortgage solutions
  • Real estate financing
  • Securities backend lending
  • Asset-based financing

Retirement solutions

  • Income planning
  • Pension and Social Security analysis
  • 401(k) and company benefit plan analysis

Launch. Monetize. Exit your business.

The value of our early collaboration

We believe our advice and resources provide greater value to you when we can connect early on—and plan for your needs well before any transaction. Contact us today to begin that conversation.

Growth-stage services

From the launch of your business, the right solutions can help accelerate enterprise value. Our team can provide access to the resources you need to help maximize the value of your company. We work extensively with technology-based companies and government contractors.

Know your business

  • Business valuations
  • Introductions to UBS network of attorneys and CPAs
  • Anatomy of a start-up

Grow your business

  • Capital raising with a banker through equity or debt

Manage business risk

  • Corporate cash management
  • 401(k) and company stock plans
  • Buy-sell agreements and golden handcuffs

Request a complimentary informal business evaluation

Pre-liquidity planning

All businesses transition eventually. But pre-liquidity planning can improve the success of your transition. We will help you clarify selling requirements, valuation expectations and strategic goals. We can then set up an appropriate exit strategy up to five years in advance to cover your family, finances and business.

Family goals

  • Gift optimization for tax-efficient transfers
  • Family meetings to discuss financial stewardship
  • Next-gen financial education programs

Financial goals

  • Tax planning with your CPA
  • Estate planning strategies for highly appreciated assets

Business goals

  • Networking to build your team of advisors in M&A and investment banking
  • Exit options analysis—IPO, outright sale, ESOP, recapitalization or transition to the next generation
  • “Go to market timeline” planning, advice and support

Talk to Stephen Park, Certified Exit Planning Advisor®

Post-exit strategies

Transitioning from business owner to wealth holder also requires planning and financial advice to help move confidently forward. Our team can help you organize your financial life so that you and your family can enjoy all you’ve accomplished.

Maintain your lifestyle

  • Cash flow from portfolio income to replace business income
  • Banking services
  • Insurance and risk management
  • Life insurance review
  • Long-term care insurance review
  • Health insurance analysis

Liquidity management

  • Concentrated and restricted stock management
  • Qualified small business stock optimization
  • Early exercise options analysis

Business banking and lending services

  • Mortgage solutions
  • Real estate financing
  • Securities backend lending
  • Asset-based financing

Preserve your wealth

  • Health insurance assessment with an outside agent
  • Life insurance review
  • Long-term care insurance

Plan your legacy

  • Family advisory, legacy planning
  • Philanthropy through donor-advised funds and private foundations
  • UBS-exclusive events

Talk to Edward Dahl, CFP® for a post-sale assessment



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