Mike Lorenzo Email and Phone Number

For over 20 years, I have advised high-net-worth individuals and families to help them reach their financial goals. My team and I manage over $3.46 billion for our clients, offering tax planning strategies after significant liquidity events, multi-generational wealth planning, and bespoke investment strategies. Leveraging UBS’s global resources, we are able to offer our clients innovative strategies and customized investment plans.On a personal note, what do I value most? My word and my reputation. They form the bedrock of trust, which in turn, underpins every lasting client relationship.Feel free to email me at michael.lorenzo@ubs.com to set up a 15-min introduction./*********/**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.**