Austin R. Del'Ve, Awma®, Cepa® Email & Phone Number

As a Private Wealth Advisor and Certified Exit Planning Advisor (CEPA), I work closely with Ultra High-Net-Worth middle market owners of privately held companies to align their business, personal and financial goals. I take a proactive process to educate owners on the differences between business attractiveness versus business readiness. I work to collaborate with a network of M&A advisors, tax advisors, trust and estates attorneys, family members and other trusted advisors to increase the business transition success rate, regardless of the timing of their liquidity event. Our team provides tax-efficient and wealth preservation investment strategies through comprehensive cash-flow planning. Our clients have entrusted us with over $6 billion in assets, most of whom come to us after experiencing a life changing liquidity event and are entrepreneurs, CEOs of public companies, and media and sports figures./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Private Wealth Management, Comprehensive Financial Planning, Entrepreneurship, Asset Allocation, and 25 others.

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  College For Financial Planning

  Financial Planning And Services