-Part of a 12-person team advising some of most successful people in the country, ranging from entrepreneurs and leaders of successful private and public companies to multi-generational family groups and foundations;-Designated Family Office Consultant for UBS, providing a wide range of resources to private family entities that have been formed to manage significant family wealth;-Holistic approach helping clients with a range of financial matters, incorporating advanced estate/trust/philanthropic planning, along with family governance and next generation engagement; -Expertise in pre/post-sale liquidity event planning. -Objective investment management with a focus on tax and cost efficiency;-Tailored lending, including both secured and unsecured;-Custom hedging, monetization, and risk management strategies for concentrated stock positions./*********/**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.**