Financial insights for healthcare entrepreneurs and physicians

For more than 30 years, The Tate Group has been helping physicians, healthcare entrepreneurs and other healthcare professionals maintain comfortable cash flow, create liquidity, plan for retirement, and preserve and pass on their wealth. Today, with our wealth management focus, our market acumen and our hands-on experience within the evolving healthcare industry, we continue to deliver the competitive and comprehensive financial solutions our clients need for business and for life.

“Healthcare entrepreneurs and professionals are busy people, so we strive to be the one go-to contact for all of their business and personal financial needs.”

— Michael Dastice

We’re committed to wealth management

As a physician you have different needs. You keep long, irregular hours and your time is limited. Your loans may be substantial, your higher income subject to taxes and fees. And you may shoulder more liability than the average person.

While it’s not easy to delegate important responsibilities, choosing a team to help oversee the complexity of your life and your finances will not only give you greater freedom to focus on other priorities, but confidence in knowing that you’ve planned well for your family and your future. Our step-by-step planning process begins with an in-depth exploration of your finances and your objectives, and it results in a dynamic plan that we monitor and adjust on a regular basis so it continues to track with your goals, your life and the markets.

Portfolios managed with experience and perspective

We are prudent, yet forward-thinking investment managers who carefully evaluate opportunities and weigh risks against your needs and comfort zone. We carefully scrutinize hundreds of investment opportunities against our own rigorous set of criteria. Drawing on the industry-leading research of UBS equity and fixed-income analysts, we’ll design a tax-managed investment program designed to help provide cash flow and to reduce volatility. Capital preservation is always our goal.

Our customized wealth management solutions

For you and your family

  • Portfolio construction and management
  • Financial and retirement planning
  • Insurance solutions—life, disability and long-term care
  • Estate planning strategies
  • Tax planning strategies
  • Access to lending services
  • Education funding
  • Intellectual capital—research from UBS and third parties

For your practice or business

  • Retirement plans
  • Wealth strategies—before, during and after the sale
  • Access to lending services
  • Commercial lending
  • Life, disability and long-term care insurance
  • Cash management solutions
  • Employee benefit programs
  • Boutique Investment Bank Network—professional advisory services

    – Full or partial sale
    – Employee stock ownership plan (ESOP)
    – Capital raises