The Wilkins Group is a team of seasoned Private Wealth Advisors with more than 30 years of deep experience guiding successful families through the challenges of managing significant wealth and business transition. Our relationships, though, go beyond the financial. We work with you to clarify values, concerns and aspirations, always focused on gaining a deeper understanding of your family’s mission, purpose and decision-making dynamics.
While many of our clients initially come to us for our extensive exit planning knowledge and expertise, we view that transition as a multi-year process within the larger scope of developing your overall life and legacy plan. Together, we’ll engage in our comprehensive planning process that will address all of your goals, including wealth transfer, succession planning, philanthropy and your commitments to sustainable and impact investing. To us, there is no greater priority than helping your wealth create positive outcomes for you and your family today and for generations to come.
All of Private Wealth Management.
Tailored for you.
Accessing a world of strategic insight and opportunity
Whether it’s helping you explore a philanthropic passion, pursue a new business venture or educate your children about financial responsibility, our team will access the resources of UBS Private Wealth Management to provide you with the thought leadership and opportunities you need.
Worldwide industry recognition
Best Global Wealth Manager,
Euromoney, 2015 – 2017
Best Family Office Services,
Best Services for Philanthropy
and Social Impact Investing
Euromoney, 2015 – 2017
Best Bank for Wealth Management
in North America,
Best Services for Succession Planning
Advice and Trusts,
Euromoney, 2015 – 2017
Specialized advice and collaboration for every dimension
of your life and wealth.
Exceptional families require both a strategic and sustainable approach to managing their wealth for continuity. Working with the Family Advisory team of specialists, we’ll take a systematic approach that extends beyond the purely financial to include wealth transfer, family governance, family office governance and family business succession.
Tailored financing solutions
Through the extensive UBS Banking platform, 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.
Complex wealth demands a critical understanding of how best to incorporate tax-efficient solutions into your overall financial plan. Together with our Advanced Planning specialists, we’ll evaluate how changes in the legislative and tax landscape might impact your wealth.
The confident exit
Business sale and transition
So many factors—with both short- and long-term consequences—come into play when you’re considering selling your company. And the decision to sell is never easy. More often, it’s life changing—for owners, their families and those next in line. To gain the greatest benefit, we believe you shouldn’t make a decision of this magnitude alone. Our early involvement can help you address the complicated issues.
Value, planning and purpose
As a Certified Exit Planning Advisor (CEPA), Drew McLaughlin understands what you need to exit confidently from your business: A plan for maximizing your company’s’ value, comprehensive personal financial planning and “life-after” planning that addresses what’s next for you post-exit.
Our team has a disciplined process of asking questions and gathering all the facts and emotional drivers that can impact your exit or succession strategy. Working together, we can help shape the success of the final outcome.
Timing is everything
Selling a business is neither quick nor easy. And though it appears counterintuitive, and the most difficult emotionally, the best time to sell is when there is absolutely no reason to do so—when your company is thriving and the future looks even better. When it comes to transitioning your business, timing is everything. Why? Buyers are attracted to strong historical results and perceived future growth. Stepping aside when your company is operating at peak performance may feel contrary to your entrepreneurial instincts—you’re leaving and letting someone else enjoy the benefit of your efforts. But being prepared to identify and take advantage of the right time is critical.
Succession is a breaking point for many family firms, but only 23% of them have a formal plan in place.
The rising generation.
Teaching responsible stewardship of family wealth
Our clients are deeply concerned about the role—positive and negative—that wealth will play in their families. They want their wealth to foster positive outcomes, not only for their children, but for future generations as well. They are looking to the next generation to become responsible stewards of their family wealth.
Benefactors care deeply about having a smooth inheritance process
We asked: "How important are the following to you?" (Percentages show how many responded "Extremely" or "Very important.")
Start the conversation early, and keep talking
What is unique about your family? How do you make and implement financial decisions? Do your children participate in discussions about joint family assets and inheritance? We believe that a successful wealth transition depends on having regular, age-appropriate conversations with the next generation about wealth. We can help guide your family through these sensitive conversations, step-by-step, using our established Wealth Transition Framework.
Engage with philanthropy
Ongoing discussions will not only inform children about wealth issues and concerns, but can ultimately lead to their participation in the decision-making process. We have found that philanthropy can be a great tool to start educating the next generation on both the process of investing and the positive impact wealth can have. In fact, UBS research tells us that families with well-defined philanthropic efforts tend to hold onto their wealth more successfully across generations.
The difference your wealth can make
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 this sustainable investment strategy, 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.
Connecting the planet, people and profit
How does impact investing work? At UBS, we define impact investments as those finance companies, organizations and funds with the intention of generating social or environmental impact alongside a financial return. Impact investing adds a third dimension to traditional investing—the inclusion of non-financial criteria in our evaluation of opportunities.
What qualifies as an impact investment
In addition to the generation of financial returns, three other criteria define an impact investment solution:
Intent–The solution must have a stated and explicit intention to generate positive social and/or environmental impact.
Measurement–The outcomes of the investment should be tied to specific metrics, and measured against a base case or benchmark.
Intent–There needs to be established proof that the invested capital itself is positively correlated with the intended outcome. Proof of verification requires scientific and/or statistical tests linking impact to outcome.
While still comparatively small, the impact investing industry is growing quickly and is currently one of the most innovative and vibrant segments of the financial markets.
Adding a third dimension to investing
Mark Wilkins has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2019, 2020
- Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020