“I love doing what I do for clients because it's often about risk management; that is, balancing needs and expectations to successful outcomes.”
— Roderick von Lipsey
As seasoned Private Wealth professionals, The von Lipsey Team understands the importance of bringing a relevant perspective to your financial world, but also a thoughtful approach to addressing the complexity of substantial wealth. For nearly two decades, we've worked with an exclusive group of exceptional families whose priorities and concerns go well beyond masterful portfolio management. We’ve been privileged to be their “first call” when needed.
Prudent portfolio structuring and oversight will always be fundamental to our practice. However, we believe Rod’s background in philanthropy and public service, including leadership positions within the U.S. military, National Security Council and Office of the Joint Chiefs of Staff, provides us with an addtional perspective on the advice and the level of global engagement, wisdom and clarity we can offer. You have already achieved considerable success. Our mission is to help you enjoy and protect a lifetime of accomplishment—for generations to come.
Portfolio structuring beyond the traditional
The benefits of non-traditional investments
When it comes to our investment process, we strive to enhance portfolio returns, ease worry and instill confidence in the future. To do so, we may take a non-traditional approach and include private equity in your allocation for those assets with a longer-term time horizon—your legacy assets.
Private equity funds are typically private investment vehicles that invest in privately held companies and are managed by a General Partner. Investors (Limited Partners) commit capital to the fund, which is called by the General Partner at its discretion throughout the investment period. This process typically occurs over the course of 3-5 years, but can occur at a faster or slower pace depending on the particular strategy and the General Partner's view of the current investment opportunity. Distributions are generally made to Limited Partners as investments in the fund are monetized.
Private equity funds are generally illiquid investments with fixed terms and potential extensions that may last over ten years in total. Despite the aforementioned risks, we believe allocations to private equity can improve portfolio efficiency for many investors and potentially return more than public equities.
Planning across generations
Financial stewardship for today and tomorrow
We understand the sensitive family dynamics around generational wealth transfer, inheritance and philanthropy. Together with your tax and legal advisors, we’ll provide the financial stewardship you need as we clarify your legacy goals and develop your comprehensive estate planning strategy.
Our focus it to help ensure the wealth you've created aligns appropriately with your short- and long-term objectives and best serves your family and your legacy. We'll work with you to integrate your vision and your values into your plan, and continue to assess it against your needs, current markets and an evolving tax landscape. By also engaging the next generation in the legacy planning conversation and through educational opportunities and events, we help prepare them for the responsibilities that come with inherited wealth.
Our conversations include:
- Inheritance planning
- Family meeting facilitation
- Estate tax liability minimization strategies
- Asset titling and ownership
- Lifetime gifting strategies
- Asset replacement solutions such as life insurance
- Trust management
UBS Private Wealth Management
Significant wealth requires bespoke opportunities
Given the multifaceted scope of your wealth, we recognize that your needs are unique. That's why our practice is focused on delivering the truly bespoke solutions you deserve. Through the firm's exclusive Private Wealth Management division, our team has access to the global depth and breadth of UBS resources and expertise that complement and deepen our advice and the opportunities we provide.
Exceptional families require both a strategic and sustainable approach to managing their wealth for continuity. Working with the Family Advisory team of specialists, we can help initiate and facilitate a dialogue to align your wealth with your values, and provide access to targeted educational and financial programs.
To help further the causes you care about, our team provides access to firm-wide expertise and resources including global philanthropy solutions, sustainable investment opportunities and more. Working with dedicated UBS experts, we can design a strategy for creating real impact as well as provide education on philanthropy and participation strategies for the next generation.
Tailored financing solutions
Through UBS, you can gain access to innovative credit solutions, including securities backed lending, pre-IPO lending and mortgages as well as customized financing solutions for private aircraft, art and other passions.
Rod von Lipsey has been recognized as an industry leader
- Forbes Best-in-State Wealth Advisor, DC, 2020
- NABCAP Premier Advisor, 2011, 2014
- Barron's Top 1,000 Financial Advisors, 2012, 2013